Portfolio (Quarterly) Guide ↗

Miura Global Management, LLC

· CIK 0001352272

13F Portfolio $25M AUM 13 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 1 New 4 Added 4 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	QQQ PUT	INVESCO QQQ TR	Financial Services	40,000	$22.6M	51.50%	SOLD
2	NVDA PUT	NVIDIA CORPORATION	Technology	14,900	$2.6M	5.93%	SOLD
3	GEV	GE VERNOVA INC	Utilities	1,000	$873K	1.99%	SOLD

Sector Allocation

Technology 49.8%

Financial Services 26.6%

Communication Services 13.8%

Consumer Cyclical 9.8%