Miura Global Management as of Sept. 30, 2013
Portfolio Holdings for Miura Global Management
Miura Global Management holds 26 positions in its portfolio as reported in the September 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Restoration Hardware Hldgs I | 13.1 | $102M | 1.6M | 63.35 | |
Twenty First Centy Fox Cl A | 9.5 | $74M | 2.2M | 33.51 | |
FleetCor Technologies | 9.5 | $74M | 670k | 110.16 | |
Facebook Cl A (META) | 9.4 | $73M | 1.5M | 50.23 | |
Charter Communications Inc D Cl A New | 6.4 | $50M | 370k | 134.76 | |
Fifth & Pac Cos | 5.5 | $43M | 1.7M | 25.13 | |
Liberty Global Shs Cl A | 5.3 | $41M | 515k | 79.35 | |
Groupon Com Cl A | 5.2 | $40M | 3.6M | 11.21 | |
Liberty Interactive Corp Lbt Vent Com A | 4.8 | $38M | 425k | 88.17 | |
Liberty Media Corp Delaware Cl A | 4.6 | $36M | 245k | 147.15 | |
Priceline Com New | 4.3 | $33M | 33k | 1010.95 | |
Liberty Global SHS CL C | 4.0 | $31M | 415k | 75.43 | |
Sirius XM Radio | 2.7 | $21M | 5.4M | 3.88 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 2.7 | $21M | 173k | 119.46 | |
Mastercard Cl A (MA) | 2.6 | $21M | 31k | 672.79 | |
Six Flags Entertainment (SIX) | 2.5 | $20M | 585k | 33.79 | |
Ctrip Com Intl American Dep Shs | 2.0 | $16M | 265k | 58.36 | |
Qihoo 360 Technology Ads | 1.7 | $13M | 160k | 83.20 | |
Vipshop Hldgs Sponsored Adr (VIPS) | 1.6 | $13M | 225k | 56.80 | |
Shire Sponsored Adr | 0.8 | $6.6M | 55k | 119.89 | |
Frontier Communications | 0.5 | $4.1M | 974k | 4.18 | |
Pitney Bowes (PBI) | 0.3 | $2.6M | 144k | 18.19 | |
RadioShack Corporation | 0.3 | $2.6M | 750k | 3.41 | |
Quad / Graphics Com Cl A (QUAD) | 0.3 | $2.3M | 77k | 30.36 | |
R.R. Donnelley & Sons Company | 0.2 | $1.3M | 80k | 15.78 | |
Outerwall | 0.1 | $615k | 12k | 50.00 |