Miura Global Management as of March 31, 2014
Portfolio Holdings for Miura Global Management
Miura Global Management holds 31 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kate Spade & Co | 14.1 | $148M | 4.0M | 37.09 | |
| Restoration Hardware Hldgs I | 12.1 | $127M | 1.7M | 73.59 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 6.5 | $68M | 455k | 149.30 | |
| FleetCor Technologies | 6.4 | $67M | 585k | 115.10 | |
| Charter Communications | 5.9 | $62M | 500k | 123.20 | |
| Liberty Global Inc C | 5.3 | $56M | 1.4M | 40.71 | |
| Twenty-first Century Fox | 5.2 | $55M | 1.7M | 31.97 | |
| Linkedin Corp | 4.6 | $48M | 260k | 184.94 | |
| Liberty Global Inc Com Ser A | 4.5 | $47M | 1.1M | 41.60 | |
| Liberty Media | 3.9 | $41M | 313k | 130.73 | |
| Libertyinteractivecorp lbtventcoma | 3.7 | $39M | 300k | 130.33 | |
| Facebook Inc cl a (META) | 3.1 | $32M | 535k | 60.24 | |
| Netflix (NFLX) | 2.9 | $30M | 85k | 352.04 | |
| Solarcity | 2.8 | $30M | 475k | 62.62 | |
| priceline.com Incorporated | 2.7 | $28M | 24k | 1191.87 | |
| Qihoo 360 Technologies Co Lt | 2.0 | $21M | 210k | 99.58 | |
| Metropcs Communications (TMUS) | 2.0 | $21M | 625k | 33.03 | |
| SouFun Holdings | 2.0 | $21M | 300k | 68.42 | |
| Six Flags Entertainment (SIX) | 1.9 | $20M | 490k | 40.15 | |
| Workday Inc cl a (WDAY) | 1.7 | $17M | 190k | 91.43 | |
| Servicenow (NOW) | 1.4 | $15M | 250k | 59.92 | |
| Endo International (ENDPQ) | 1.2 | $12M | 180k | 68.65 | |
| stock | 1.0 | $11M | 150k | 71.49 | |
| Shire | 0.8 | $8.0M | 54k | 148.54 | |
| Incyte Corporation (INCY) | 0.7 | $7.0M | 130k | 53.52 | |
| Theravance | 0.5 | $5.6M | 180k | 30.94 | |
| Alkermes (ALKS) | 0.5 | $5.3M | 120k | 44.09 | |
| Frontier Communications | 0.5 | $4.7M | 824k | 5.71 | |
| Quad/Graphics (QUAD) | 0.2 | $1.8M | 77k | 23.45 | |
| RadioShack Corporation | 0.1 | $1.6M | 750k | 2.12 | |
| Outerwall | 0.1 | $892k | 12k | 72.52 |
