Miura Global Management

Miura Global Management as of Sept. 30, 2017

Portfolio Holdings for Miura Global Management

Miura Global Management holds 15 positions in its portfolio as reported in the September 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alibaba Group Holding (BABA) 13.5 $52M 300k 172.71
Visa (V) 10.4 $40M 380k 105.24
Facebook Inc cl a (META) 8.9 $34M 200k 170.87
Altice Usa Inc cl a (ATUS) 8.7 $34M 1.2M 27.31
Vail Resorts (MTN) 8.0 $31M 135k 228.12
IAC/InterActive 7.7 $29M 250k 117.58
Lamb Weston Hldgs (LW) 6.7 $26M 550k 46.89
Charter Communications Inc New Cl A cl a (CHTR) 5.9 $23M 62k 363.42
Accelr8 Technology 5.6 $22M 960k 22.45
Liberty Ventures - Ser A 5.2 $20M 350k 57.55
Liberty Broadband Cl C (LBRDK) 5.0 $19M 200k 95.30
Asml Holding (ASML) 4.5 $17M 100k 171.20
Cintas Corporation (CTAS) 3.8 $14M 100k 144.28
Match 3.3 $13M 550k 23.19
Zynga 2.7 $10M 2.8M 3.78