Miura Global Management, LLC Quant / Systematic

Location: New York, NY

CIK: 0001352272 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 14, 2026

Total Value ($000): $43,828 (100.0% shares, 0.0% debt)

Holdings (15)

New Positions (4)

MU MICRON TECHNOLOGY INC 7.7%

Value ($000) $3,378 Shares 10,000 Est. Cost $387.04 Unrealized 0.0%

TSM TAIWAN SEMICONDUCTOR MANUFAC 3.9%

Value ($000) $1,690 Shares 5,000 Est. Cost $337.95 Unrealized —

GEV GE VERNOVA INC 2.0%

Value ($000) $873 Shares 1,000 Est. Cost $736.93 Unrealized 0.0%

SITM SITIME CORP 1.6%

Value ($000) $691 Shares 2,000 Est. Cost $377.59 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MU	MICRON TECHNOLOGY INC	10,000	$3,378	7.7%	$387.04	0.0%	COM	595112103
TSM	TAIWAN SEMICONDUCTOR MANUFAC	5,000	$1,690	3.9%	$337.95	—	SPONSORED ADS	874039100
GEV	GE VERNOVA INC	1,000	$873	2.0%	$736.93	0.0%	COM	36828A101
SITM	SITIME CORP	2,000	$691	1.6%	$377.59	0.0%	COM	82982T106

Exited Positions (6)

ORCL ORACLE CORP 27.7%

Value ($000) $12,139 Shares 61,800 Est. Cost — Unrealized —

BSX BOSTON SCIENTIFIC CORP 12.0%

Value ($000) $5,244 Shares 55,000 Est. Cost $86.69 Unrealized -1.0%

TTWO TAKE-TWO INTERACTIVE SOFTWAR 8.8%

Value ($000) $3,840 Shares 15,000 Est. Cost $233.31 Unrealized -3.6%

RDDT REDDIT INC 7.9%

Value ($000) $3,448 Shares 15,000 Est. Cost $208.23 Unrealized -8.9%

WWW WOLVERINE WORLD WIDE INC 6.2%

Value ($000) $2,723 Shares 150,000 Est. Cost — Unrealized —

WBD WARNER BROS DISCOVERY INC 3.3%

Value ($000) $1,441 Shares 50,000 Est. Cost $23.37 Unrealized +20.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
ORCL	ORACLE CORP	61,800	$12,139	27.7%	—	—	CALL	68389X105
BSX	BOSTON SCIENTIFIC CORP	55,000	$5,244	12.0%	$86.69	-1.0%	—	101137107
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	15,000	$3,840	8.8%	$233.31	-3.6%	—	874054109
RDDT	REDDIT INC	15,000	$3,448	7.9%	$208.23	-8.9%	—	75734B100
WWW	WOLVERINE WORLD WIDE INC	150,000	$2,723	6.2%	—	—	CALL	978097103
WBD	WARNER BROS DISCOVERY INC	50,000	$1,441	3.3%	$23.37	+20.8%	—	934423104

Decreased Positions (11)

QQQ INVESCO QQQ TR 51.5%

Value ($000) $22,572 (-79.3%) Shares 40,000 (-77.5%) Est. Cost — Unrealized —

NVDA NVIDIA CORPORATION 5.9%

Value ($000) $2,599 (-81.4%) Shares 14,900 (-80.1%) Est. Cost $112.55 Unrealized +65.8%

META META PLATFORMS INC 2.6%

Value ($000) $1,144 (-90.4%) Shares 2,000 (-88.9%) Est. Cost $540.87 Unrealized +21.2%

MSFT MICROSOFT CORP 8.4%

Value ($000) $3,702 (-61.7%) Shares 10,000 (-50.0%) Est. Cost $395.64 Unrealized +9.9%

AMZN AMAZON COM INC 1.4%

Value ($000) $625 (-90.0%) Shares 3,000 (-88.9%) Est. Cost $207.63 Unrealized +9.2%

NVDA NVIDIA CORPORATION 6.0%

Value ($000) $2,616 (-61.0%) Shares 15,000 (-58.3%) Est. Cost $112.55 Unrealized +65.8%

GOOGL ALPHABET INC 2.0%

Value ($000) $863 (-81.6%) Shares 3,000 (-80.0%) Est. Cost $285.60 Unrealized +13.2%

IBKR INTERACTIVE BROKERS GROUP IN 3.1%

Value ($000) $1,341 (-47.9%) Shares 20,000 (-50.0%) Est. Cost $62.79 Unrealized +17.3%

HOOD ROBINHOOD MKTS INC 1.3%

Value ($000) $554 (-67.3%) Shares 8,000 (-46.7%) Est. Cost $47.54 Unrealized +101.4%

RACE FERRARI N V 1.2%

Value ($000) $508 (-65.7%) Shares 1,500 (-62.5%) Est. Cost $328.45 Unrealized +8.6%

NFLX NETFLIX INC. 1.5%

Value ($000) $673 (-28.2%) Shares 7,000 (-30.0%) Est. Cost $95.49 Unrealized -12.2%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
QQQ	INVESCO QQQ TR	40,000 (-77.5%)	$22,572 (-79.3%)	51.5%	—	—	PUT	46090E103
NVDA	NVIDIA CORPORATION	14,900 (-80.1%)	$2,599 (-81.4%)	5.9%	$112.55	+65.8%	PUT	67066G104
META	META PLATFORMS INC	2,000 (-88.9%)	$1,144 (-90.4%)	2.6%	$540.87	+21.2%	CL A	30303M102
MSFT	MICROSOFT CORP	10,000 (-50.0%)	$3,702 (-61.7%)	8.4%	$395.64	+9.9%	COM	594918104
AMZN	AMAZON COM INC	3,000 (-88.9%)	$625 (-90.0%)	1.4%	$207.63	+9.2%	COM	023135106
NVDA	NVIDIA CORPORATION	15,000 (-58.3%)	$2,616 (-61.0%)	6.0%	$112.55	+65.8%	COM	67066G104
GOOGL	ALPHABET INC	3,000 (-80.0%)	$863 (-81.6%)	2.0%	$285.60	+13.2%	CAP STK CL A	02079K305
IBKR	INTERACTIVE BROKERS GROUP IN	20,000 (-50.0%)	$1,341 (-47.9%)	3.1%	$62.79	+17.3%	COM CL A	45841N107
HOOD	ROBINHOOD MKTS INC	8,000 (-46.7%)	$554 (-67.3%)	1.3%	$47.54	+101.4%	COM CL A	770700102
RACE	FERRARI N V	1,500 (-62.5%)	$508 (-65.7%)	1.2%	$328.45	+8.6%	COM	N3167Y103
NFLX	NETFLIX INC.	7,000 (-30.0%)	$673 (-28.2%)	1.5%	$95.49	-12.2%	COM	64110L106