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 | |
| 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 |
