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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 		– Sell
-14,900
Closed -$2.6M – 14
2026
Q1 		$2.6M Sell
14,900
-60,100
-80% -$11M 5.93% 5
2025
Q4 		$14M Buy
+75,000
New +$14M 7.07% 2

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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. 5,962 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.
  • 5,962 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.