Miura Global Management

Miura Global Management as of March 31, 2012

Portfolio Holdings for Miura Global Management

Miura Global Management holds 40 positions in its portfolio as reported in the March 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ulta Salon, Cosmetics & Fragrance (ULTA) 11.4 $104M 1.1M 92.89
Apple (AAPL) 10.8 $99M 165k 599.55
Liberty Global 9.3 $85M 1.7M 50.08
Citrix Systems 5.6 $51M 645k 78.91
MasterCard Incorporated (MA) 4.6 $42M 100k 420.54
Liberty Media Corp lcpad 4.3 $39M 445k 88.15
Google 4.2 $39M 60k 641.23
Sirius XM Radio 3.8 $35M 15M 2.31
Allergan 3.6 $33M 350k 95.43
Valeant Pharmaceuticals Int 3.6 $33M 615k 53.69
Chipotle Mexican Grill (CMG) 3.2 $29M 70k 418.00
Bank of America Corporation (BAC) 2.9 $26M 2.8M 9.57
Monsanto Company 2.8 $26M 325k 79.76
Fresh Market 2.6 $24M 500k 47.95
Makemytrip Limited Mauritius (MMYT) 2.1 $19M 841k 22.97
Grifols S A 2.1 $19M 2.5M 7.71
Liberty Global 2.1 $19M 400k 47.89
Informatica Corporation 2.0 $19M 350k 52.90
Colfax Corporation 1.7 $16M 450k 35.24
Universal Display Corporation (OLED) 1.5 $14M 375k 36.53
MAKO Surgical 1.5 $14M 325k 42.15
Sodastream International 1.5 $14M 407k 33.68
Elan Corporation 1.3 $12M 800k 15.01
Express Scripts 1.3 $12M 215k 54.18
Mead Johnson Nutrition 1.2 $11M 135k 82.48
HMS Holdings 1.1 $10M 330k 31.21
Lions Gate Entertainment 0.8 $7.7M 550k 13.92
Frontier Communications 0.8 $7.5M 1.8M 4.17
Baidu (BIDU) 0.8 $7.3M 50k 145.78
Tripadvisor (TRIP) 0.8 $7.1M 200k 35.67
Pitney Bowes (PBI) 0.8 $7.0M 400k 17.58
Moly 0.7 $6.8M 200k 33.83
Ralph Lauren Corp (RL) 0.7 $6.1M 35k 174.34
Polypore International 0.6 $5.6M 160k 35.16
Illumina (ILMN) 0.6 $5.3M 100k 52.61
Invensense 0.4 $3.6M 200k 18.10
RadioShack Corporation 0.3 $2.6M 410k 6.22
Zynga 0.3 $2.5M 190k 13.15
R.R. Donnelley & Sons Company 0.2 $2.2M 175k 12.39
Quad/Graphics (QUAD) 0.1 $487k 35k 13.91