Joseph Luca
Miura Global Management, Llc
Assets Managed
$43.828M
Holdings
14
Last Quarter
2026 - Q1
Filed Date
1mo 14d ago
Growth Rate
-77.83%(2Q avg: 56.63%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Miura Global Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 14 positions.
Assets under management
The assets under management (AUM) of Miura Global Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 43.828M in assets, with a quarterly growth rate of -77.83% and a 2-quarter average growth rate of 56.63%. The portfolio is managed by Joseph Luca, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
QQQ Invesco Qqq Trust Series 1
| 51.51% | $22.572M↓ Put 40,000 shares@ $564.29 avg price | Decreased -77.46% |
NVDA Nvidia Corp
| 11.9% | $5.215M↓ Put 29,900 shares@ $174.4 avg price | Decreased -73.06% |
MSFT Microsoft Corp
| 8.45% | $3.702M 10,000 shares@ $370.17 avg price | Decreased -50% |
MU Micron Technology Inc
| 7.71% | $3.378M 10,000 shares@ $337.84 avg price | New Position |
TSM Taiwan Semiconductor-sp Adr
| 3.86% | $1.69M 5,000 shares@ $337.95 avg price | New Position |
IBKR Interactive Brokers Gro-cl A
| 3.07% | $1.341M 20,000 shares@ $67.07 avg price | Decreased -50% |
META Meta Platforms Inc-class A
| 2.62% | $1.144M 2,000 shares@ $572.13 avg price | Decreased -88.88% |
GEV Ge Vernova Inc
| 2% | $872,900 1,000 shares@ $872.9 avg price | New Position |
GOOGL Alphabet Inc-cl A
| 1.97% | $862,680 3,000 shares@ $287.56 avg price | Decreased -80% |
SITM Sitime Corp
| 1.58% | $690,700 2,000 shares@ $345.35 avg price | New Position |
1-10 of 14