Miura Global Management’s NVIDIA NVDA Stock Holding History

Miura Global Management’s Portfolio NVDA Stock Details NVDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6M	Buy	30,000 +15,000	+100%	+$3.08M	23.81%	1
2026 Q1	$2.62M	Sell	15,000 -21,000	-58%	-$3.85M	5.97%	4
2025 Q4	$6.71M	Sell	36,000 -24,000	-40%	-$4.47M	3.4%	6
2025 Q3	$11.2M	Sell	60,000 -40,000	-40%	-$6.97M	16.48%	1
2025 Q2	$15.8M	Buy	100,000 +60,000	+150%	+$7.55M	16.97%	2
2025 Q1	$4.34M	Sell	40,000 -20,000	-33%	-$2.53M	6.43%	5
2024 Q4	$8.06M	Sell	60,000 -10,000	-14%	-$1.38M	8.79%	3
2024 Q3	$8.5M	Hold	70,000	–	–	9.76%	3
2024 Q2	$8.65M	Sell	70,000 -10,000	-13%	-$1.01M	8.43%	3
2024 Q1	$7.23M	Sell	80,000 -160,000	-67%	-$11.6M	6.16%	4
2023 Q4	$11.9M	Sell	240,000 -60,000	-20%	-$2.78M	6.65%	4
2023 Q3	$13M	Buy	300,000 +75,000	+33%	+$3.36M	8.92%	3
2023 Q2	$9.52M	Sell	225,000 -125,000	-36%	-$4.15M	3.4%	6
2023 Q1	$9.72M	Buy	+350,000	New	+$7.57M	5.65%	5
2018 Q4	–	Sell	-3,600,000	Closed	-$25.3M	–	24
2018 Q3	$25.3M	Buy	+3,600,000	New	+$23.4M	4.66%	12
2018 Q2	–	Sell	-4,240,000	Closed	-$24.5M	–	24
2018 Q1	$24.5M	Buy	+4,240,000	New	+$24.9M	4.89%	9
2017 Q2	–	Sell	-10,000,000	Closed	-$27.2M	–	18
2017 Q1	$27.2M	Buy	+10,000,000	New	+$26.6M	4.99%	9

Other funds holding NVDA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

DACG

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Miura Global Management's NVDA Position: Q2 2026 in Review

Miura Global Management increased its NVIDIA (NVDA) stake by 100% in Q2 2026, buying an estimated $3.08M and bringing the position to 30,000 shares worth $6M. The position accounts for 23.81% of the portfolio, ranked #1.

Miura Global Management first reported a position in NVDA in Q1 2017 and has held it in 17 quarters since. The position peaked at $27.2M in Q1 2017. 2,776 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Miura Global Management held 30,000 shares of NVIDIA worth $6M as of Q2 2026.
Miura Global Management bought 15,000 NVIDIA shares in Q2 2026, an estimated $3.08M.
NVIDIA made up 23.81% of Miura Global Management's portfolio in Q2 2026, its #1 holding.
Miura Global Management first reported a position in NVIDIA in Q1 2017 and has held it in 17 quarters since.
Miura Global Management's NVIDIA position peaked at $27.2M in Q1 2017.
2,776 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Miura Global Management's 13F filing for Q2 2026, filed 20 Jul 2026.