Miura Global Management as of Dec. 31, 2011
Portfolio Holdings for Miura Global Management
Miura Global Management holds 33 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Illumina (ILMN) | 6.7 | $9.9M | 325k | 30.48 | |
| Sirona Dental Systems | 6.6 | $9.8M | 450k | 21.82 | |
| Mead Johnson Nutrition | 6.3 | $9.3M | 135k | 68.73 | |
| Grifols S A | 6.1 | $9.0M | 1.6M | 5.53 | |
| Liberty Global | 5.5 | $8.2M | 1.9M | 4.28 | |
| Elan | 5.0 | $7.5M | 2.0M | 3.74 | |
| Citrix Sys | 4.5 | $6.8M | 770k | 8.77 | |
| Apple | 4.5 | $6.7M | 140k | 47.86 | |
| STOCK Informatica Corp | 4.5 | $6.6M | 450k | 14.71 | |
| Vera Bradley | 4.1 | $6.1M | 500k | 12.25 | |
| Liberty Media Corporation lib cap com a | 4.0 | $5.9M | 460k | 12.83 | |
| Baidu (BIDU) | 3.9 | $5.8M | 50k | 116.48 | |
| Valeant Pharmaceuticals Intl | 3.5 | $5.2M | 325k | 15.92 | |
| Sodastream International | 3.3 | $4.9M | 150k | 32.69 | |
| Universal Display | 3.1 | $4.7M | 400k | 11.69 | |
| Lions Gate Entmnt Corp | 3.0 | $4.5M | 1.7M | 2.57 | |
| Questcor Pharmaceuticals | 2.8 | $4.1M | 340k | 12.17 | |
| Allergan | 2.6 | $3.9M | 500k | 7.74 | |
| Directv | 2.4 | $3.5M | 550k | 6.40 | |
| Liberty Global | 2.2 | $3.2M | 335k | 9.67 | |
| Sirius Xm Radio | 1.9 | $2.8M | 24M | 0.12 | |
| Sears Holdings Corporation | 1.8 | $2.6M | 83k | 31.78 | |
| Salix Pharmaceuticals | 1.6 | $2.4M | 260k | 9.39 | |
| Moly | 1.6 | $2.4M | 100k | 23.98 | |
| Makemytrip Limited Mauritius | 1.6 | $2.4M | 930k | 2.53 | |
| Mako Surgical | 1.4 | $2.1M | 875k | 2.35 | |
| Fresh Mkt | 1.3 | $1.9M | 800k | 2.40 | |
| Arcos Dorados Holdings Inc shs class -a - | 0.9 | $1.3M | 550k | 2.35 | |
| Express Scripts | 0.8 | $1.2M | 475k | 2.59 | |
| Google Inc cl a | 0.7 | $1.0M | 110k | 9.54 | |
| Pricesmart | 0.6 | $876k | 300k | 2.92 | |
| Ulta Salon Cosmetcs & Frag I | 0.6 | $882k | 1.4M | 0.63 | |
| Vmware Inc cl a | 0.5 | $798k | 250k | 3.19 |
