Miura Global Management as of June 30, 2015
Portfolio Holdings for Miura Global Management
Miura Global Management holds 23 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Time Warner Cable | 11.6 | $183M | 1.0M | 178.17 | |
| Whitewave Foods | 9.0 | $142M | 2.9M | 48.88 | |
| Dollar Tree (DLTR) | 8.0 | $126M | 1.6M | 78.99 | |
| FleetCor Technologies | 7.9 | $125M | 800k | 156.06 | |
| Jd (JD) | 7.7 | $122M | 3.6M | 34.10 | |
| Restoration Hardware Hldgs I | 7.0 | $110M | 1.1M | 97.63 | |
| Walgreen Boots Alliance (WBA) | 5.9 | $93M | 1.1M | 84.44 | |
| Endo International (ENDPQ) | 5.6 | $88M | 1.1M | 79.65 | |
| Liberty Global Inc C | 4.8 | $76M | 1.5M | 50.63 | |
| Constellation Brands (STZ) | 4.8 | $75M | 650k | 116.02 | |
| Charter Communications | 4.3 | $69M | 400k | 171.25 | |
| Allergan | 4.3 | $68M | 225k | 303.46 | |
| Liberty Global Inc Com Ser A | 4.1 | $65M | 1.2M | 54.07 | |
| Libertyinteractivecorp lbtventcoma | 3.0 | $47M | 1.2M | 39.27 | |
| Zoe's Kitchen | 2.5 | $39M | 960k | 40.94 | |
| Kraft Foods | 2.2 | $34M | 400k | 85.14 | |
| Rollins (ROL) | 1.8 | $29M | 1.0M | 28.53 | |
| Diamondback Energy (FANG) | 1.7 | $26M | 350k | 75.38 | |
| Continental Resources | 1.2 | $19M | 450k | 42.39 | |
| Accelr8 Technology | 1.0 | $16M | 600k | 25.81 | |
| Liberty Broadband Corporation (LBRDA) | 1.0 | $15M | 300k | 50.97 | |
| Keurig Green Mtn | 0.5 | $7.7M | 100k | 76.63 | |
| 3D Systems Corporation (DDD) | 0.2 | $2.5M | 130k | 19.52 |
