Latest statistics and disclosures from Miura Global Management's latest quarterly 13F-HR filing:

• Top 5 stock holdings are AAPL, PCLN, MA, VCI, QUAD. These five stock positions account for 100.00% of Miura Global Management's total stock portfolio.
• Added to shares of PCLN (+$50.76M), VCI.
• Started new stock positions in VCI, PCLN.
• Reduced shares in these stocks: ULTA (-$103.99M), LBTYA (-$85.14M), CTXS (-$50.90M), AAPL (-$46.70M), Liberty Media Corp lcpad (-$39.23M), GOOG (-$38.47M), SIRI (-$34.77M), AGN (-$33.40M), VRX (-$33.02M), CMG (-$29.26M).
• Sold out of its positions in AGN, BIDU, BAC, CMG, CTXS, CFX, RRD, ELN, ESRX,
• As of Sept. 30, 2012, Miura Global Management has $143.57M in assets under management (AUM). Assets under management dropped from a total value of $915.37M to $143.57M.
• Independent of market fluctuations, Miura Global Management was a net seller by $786.14M worth of stocks in the most recent quarter.