Miura Global Management

Miura Global Management as of March 31, 2015

Portfolio Holdings for Miura Global Management

Miura Global Management holds 23 positions in its portfolio as reported in the March 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Charter Communications 8.7 $145M 750k 193.11
Kate Spade & Co 8.1 $134M 4.0M 33.39
Restoration Hardware Hldgs I 8.0 $133M 1.3M 99.19
Grubhub 7.3 $122M 2.7M 45.39
Dollar Tree (DLTR) 7.3 $122M 1.5M 81.15
Liberty Global Inc Com Ser A 5.9 $98M 1.9M 51.47
FleetCor Technologies (FLT) 5.8 $96M 635k 150.92
Constellation Brands (STZ) 5.5 $91M 780k 116.21
Liberty Global Inc C 5.0 $83M 1.7M 49.81
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) 4.8 $80M 2.7M 29.44
Actavis 4.5 $74M 248k 297.62
Avis Budget (CAR) 3.5 $59M 1.0M 59.02
Jd (JD) 3.5 $59M 2.0M 29.38
Kraft Foods 3.1 $52M 600k 87.12
Walgreen Boots Alliance (WBA) 2.9 $49M 575k 84.68
Libertyinteractivecorp lbtventcoma 2.8 $46M 1.1M 42.01
Linkedin Corp 2.7 $45M 180k 249.86
Whitewave Foods 2.7 $44M 1.0M 44.34
Time Warner Cable 2.4 $39M 260k 149.88
Biogen Idec (BIIB) 2.2 $36M 85k 422.24
Zoe's Kitchen 1.9 $32M 950k 33.29
Accelr8 Technology 0.8 $14M 600k 22.50
Continental Resources 0.7 $11M 250k 43.67