Miura Global Management, LLC Quant / Systematic

Location: New York, NY

CIK: 0001352272 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 20, 2026

Total Value: $25.21M (100.0% shares, 0.0% debt)

Holdings (13)

New Positions (1)

SAN BANCO SANTANDER SA 13.7%

Value $3.45M Shares 250,000 Est. Cost $13.80 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SAN	BANCO SANTANDER SA	250,000	$3.45M	13.7%	$13.80	—	ADR	05964H105

Increased Positions (4)

NVDA NVIDIA CORPORATION 23.8%

Value $6.003M (+129.5%) Shares 30,000 (+100.0%) Est. Cost $156.32 Unrealized —

AMZN AMAZON COM INC 7.6%

Value $1.907M (+205.2%) Shares 8,000 (+166.7%) Est. Cost $226.82 Unrealized —

GOOGL ALPHABET INC 8.5%

Value $2.144M (+148.6%) Shares 6,000 (+100.0%) Est. Cost $321.48 Unrealized —

HOOD ROBINHOOD MKTS INC 6.0%

Value $1.504M (+171.3%) Shares 15,000 (+87.5%) Est. Cost $72.15 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	30,000 (+100.0%)	$6.003M (+129.5%)	23.8%	$156.32	—	COM	67066G104
AMZN	AMAZON COM INC	8,000 (+166.7%)	$1.907M (+205.2%)	7.6%	$226.82	—	COM	023135106
GOOGL	ALPHABET INC	6,000 (+100.0%)	$2.144M (+148.6%)	8.5%	$321.48	—	CAP STK CL A	02079K305
HOOD	ROBINHOOD MKTS INC	15,000 (+87.5%)	$1.504M (+171.3%)	6.0%	$72.15	—	COM CL A	770700102

Exited Positions (3)

QQQ INVESCO QQQ TR 89.5%

Value $22.57M Shares 40,000 Est. Cost — Unrealized —

NVDA NVIDIA CORPORATION 10.3%

Value $2.599M Shares 14,900 Est. Cost $156.32 Unrealized —

GEV GE VERNOVA INC 3.5%

Value $873K Shares 1,000 Est. Cost $736.93 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
QQQ	INVESCO QQQ TR	40,000	$22.57M	89.5%	—	—	PUT	46090E103
NVDA	NVIDIA CORPORATION	14,900	$2.599M	10.3%	$156.32	—	PUT	67066G104
GEV	GE VERNOVA INC	1,000	$873K	3.5%	$736.93	—	—	36828A101

Decreased Positions (4)

MSFT MICROSOFT CORP 5.9%

Value $1.492M (-59.7%) Shares 4,000 (-60.0%) Est. Cost $395.64 Unrealized —

MU MICRON TECHNOLOGY INC 9.2%

Value $2.309M (-31.7%) Shares 2,000 (-80.0%) Est. Cost $387.04 Unrealized —

SITM SITIME CORP 1.5%

Value $373K (-46.0%) Shares 500 (-75.0%) Est. Cost $377.59 Unrealized —

META META PLATFORMS INC 3.4%

Value $845K (-26.2%) Shares 1,500 (-25.0%) Est. Cost $540.87 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	4,000 (-60.0%)	$1.492M (-59.7%)	5.9%	$395.64	—	COM	594918104
MU	MICRON TECHNOLOGY INC	2,000 (-80.0%)	$2.309M (-31.7%)	9.2%	$387.04	—	COM	595112103
SITM	SITIME CORP	500 (-75.0%)	$373K (-46.0%)	1.5%	$377.59	—	COM	82982T106
META	META PLATFORMS INC	1,500 (-25.0%)	$845K (-26.2%)	3.4%	$540.87	—	CL A	30303M102

Unchanged Positions (4)

TSM TAIWAN SEMICONDUCTOR MANUFAC 9.5%

Value $2.388M Shares 5,000 Est. Cost $337.95 Unrealized —

IBKR INTERACTIVE BROKERS GROUP IN 6.9%

Value $1.741M Shares 20,000 Est. Cost $62.79 Unrealized —

NFLX NETFLIX INC. 2.0%

Value $500K Shares 7,000 Est. Cost $95.49 Unrealized —

RACE FERRARI N V 2.2%

Value $558K Shares 1,500 Est. Cost $328.45 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TSM	TAIWAN SEMICONDUCTOR MANUFAC	5,000	$2.388M	9.5%	$337.95	—	SPONSORED ADS	874039100
IBKR	INTERACTIVE BROKERS GROUP IN	20,000	$1.741M	6.9%	$62.79	—	COM CL A	45841N107
NFLX	NETFLIX INC.	7,000	$500K	2.0%	$95.49	—	COM	64110L106
RACE	FERRARI N V	1,500	$558K	2.2%	$328.45	—	COM	N3167Y103