Miura Global Management as of Sept. 30, 2011
Portfolio Holdings for Miura Global Management
Miura Global Management holds 28 positions in its portfolio as reported in the September 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Liberty Global | 12.7 | $95M | 2.6M | 36.18 | |
| Apple (AAPL) | 10.7 | $80M | 210k | 381.32 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 8.3 | $62M | 1.0M | 62.23 | |
| Sirius XM Radio | 5.5 | $41M | 27M | 1.51 | |
| Cardinal Health (CAH) | 5.3 | $40M | 955k | 41.88 | |
| Fresh Market | 4.8 | $36M | 940k | 38.16 | |
| Vera Bradley (VRA) | 4.6 | $34M | 951k | 36.05 | |
| VMware | 4.6 | $34M | 425k | 80.38 | |
| Informatica Corporation | 4.3 | $33M | 795k | 40.95 | |
| Cooper Companies | 4.2 | $32M | 400k | 79.15 | |
| Directv | 4.0 | $30M | 716k | 42.27 | |
| Liberty Media | 3.9 | $29M | 445k | 66.12 | |
| 3.9 | $29M | 57k | 515.04 | ||
| Allergan | 3.9 | $29M | 355k | 82.38 | |
| MasterCard Incorporated (MA) | 2.8 | $21M | 65k | 317.15 | |
| Liberty Global | 2.5 | $19M | 550k | 34.61 | |
| Makemytrip Limited Mauritius (MMYT) | 2.1 | $16M | 725k | 22.08 | |
| Valeant Pharmaceuticals Int | 1.8 | $14M | 370k | 37.12 | |
| Sirona Dental Systems | 1.7 | $13M | 304k | 42.41 | |
| Mead Johnson Nutrition | 1.6 | $12M | 180k | 68.83 | |
| Elan Corporation | 1.6 | $12M | 1.2M | 10.53 | |
| Salix Pharmaceuticals | 1.6 | $12M | 405k | 29.60 | |
| MAKO Surgical | 1.0 | $7.4M | 218k | 34.22 | |
| Market Vectors Gold Miners ETF | 1.0 | $7.2M | 130k | 55.19 | |
| Sohu | 0.6 | $4.8M | 100k | 48.20 | |
| Sina Corporation | 0.6 | $4.7M | 65k | 71.62 | |
| OpenTable | 0.1 | $736k | 16k | 46.00 | |
| Linkedin Corp | 0.1 | $390k | 5.0k | 78.00 |
