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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Miura Global Management's NVDA Position: Q1 2026 in Review

Miura Global Management reduced its NVIDIA (NVDA) stake by 58% in Q1 2026, selling an estimated $3.85M and leaving 15,000 shares worth $2.62M. The position accounts for 5.97% of the portfolio, ranked #4.

Miura Global Management first reported a position in NVDA in Q1 2017 and has held it in 16 quarters since. The position peaked at $27.2M in Q1 2017. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Miura Global Management held 15,000 shares of NVIDIA worth $2.62M as of Q1 2026.
  • Miura Global Management sold 21,000 NVIDIA shares in Q1 2026, an estimated $3.85M.
  • NVIDIA made up 5.97% of Miura Global Management's portfolio in Q1 2026, its #4 holding.
  • Miura Global Management first reported a position in NVIDIA in Q1 2017 and has held it in 16 quarters since.
  • Miura Global Management's NVIDIA position peaked at $27.2M in Q1 2017.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Miura Global Management's 13F filing for Q1 2026, filed 14 May 2026.