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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 Chg Shares Chg % Period Price ① Since Period ①
1 SAN BANCO SANTANDER SA Financial Services 250,000.0 $3.5M 13.68% NEW $13.80 +3.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 49.8%
Financial Services 26.6%
Communication Services 13.8%
Consumer Cyclical 9.8%