Miura Global Management as of June 30, 2013
Portfolio Holdings for Miura Global Management
Miura Global Management holds 32 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Restoration Hardware Hldgs I | 8.7 | $67M | 895k | 75.00 | |
| Liberty Global Inc Com Ser A | 7.9 | $61M | 825k | 73.49 | |
| FleetCor Technologies | 7.2 | $55M | 680k | 81.30 | |
| Charter Communications | 6.4 | $50M | 400k | 123.85 | |
| News Corporation | 6.2 | $47M | 1.5M | 32.58 | |
| Libertyinteractivecorp lbtventcoma | 5.5 | $42M | 495k | 85.01 | |
| eBay (EBAY) | 5.4 | $41M | 800k | 51.72 | |
| priceline.com Incorporated | 4.4 | $34M | 41k | 826.66 | |
| Fifth & Pac Cos | 4.3 | $33M | 1.5M | 22.34 | |
| Zoetis Inc Cl A (ZTS) | 4.1 | $32M | 1.0M | 30.89 | |
| Liberty Media | 3.8 | $29M | 230k | 126.76 | |
| Liberty Global Inc C | 3.7 | $28M | 415k | 67.89 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 3.6 | $28M | 280k | 100.12 | |
| Groupon | 3.6 | $27M | 3.2M | 8.55 | |
| Intuitive Surgical (ISRG) | 3.4 | $26M | 51k | 506.13 | |
| Walt Disney Company (DIS) | 2.8 | $22M | 340k | 63.15 | |
| W.R. Grace & Co. | 2.7 | $21M | 250k | 84.04 | |
| J.C. Penney Company | 2.6 | $20M | 1.2M | 17.08 | |
| Illumina (ILMN) | 1.9 | $15M | 200k | 74.84 | |
| MasterCard Incorporated (MA) | 1.9 | $15M | 26k | 574.51 | |
| Actavis | 1.9 | $15M | 115k | 126.22 | |
| Lululemon Athletica (LULU) | 1.8 | $14M | 215k | 65.50 | |
| Six Flags Entertainment (SIX) | 1.6 | $12M | 350k | 35.16 | |
| Sirius XM Radio | 1.6 | $12M | 3.6M | 3.35 | |
| Quiksilver | 1.0 | $7.9M | 1.2M | 6.44 | |
| Shire | 0.6 | $4.8M | 50k | 95.12 | |
| Frontier Communications | 0.5 | $3.9M | 974k | 4.05 | |
| Pitney Bowes (PBI) | 0.3 | $2.1M | 144k | 14.68 | |
| Quad/Graphics (QUAD) | 0.2 | $1.9M | 77k | 24.10 | |
| RadioShack Corporation | 0.2 | $1.6M | 500k | 3.16 | |
| R.R. Donnelley & Sons Company | 0.1 | $1.1M | 80k | 14.01 | |
| Coinstar | 0.1 | $722k | 12k | 58.70 |
