Miura Global Management as of June 30, 2014
Portfolio Holdings for Miura Global Management
Miura Global Management holds 24 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Restoration Hardware Hldgs I | 13.6 | $176M | 1.9M | 93.05 | |
| Kate Spade & Co | 9.0 | $116M | 3.0M | 38.14 | |
| FleetCor Technologies | 7.1 | $92M | 700k | 131.80 | |
| Tempur-Pedic International (TPX) | 6.7 | $87M | 1.5M | 59.70 | |
| Charter Communications | 6.1 | $79M | 500k | 158.38 | |
| Liberty Global Inc Com Ser A | 5.6 | $73M | 1.7M | 44.22 | |
| Liberty Global Inc C | 4.8 | $62M | 1.5M | 42.31 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 4.8 | $62M | 330k | 187.74 | |
| Facebook Inc cl a (META) | 4.7 | $61M | 900k | 67.29 | |
| Walt Disney Company (DIS) | 4.6 | $60M | 700k | 85.74 | |
| Workday Inc cl a (WDAY) | 4.5 | $58M | 650k | 89.86 | |
| Avis Budget (CAR) | 4.2 | $54M | 900k | 59.69 | |
| Linkedin Corp | 4.0 | $52M | 305k | 171.47 | |
| priceline.com Incorporated | 3.7 | $48M | 40k | 1203.00 | |
| Libertyinteractivecorp lbtventcoma | 3.2 | $42M | 570k | 73.80 | |
| Jd (JD) | 3.1 | $40M | 1.4M | 28.51 | |
| Six Flags Entertainment (SIX) | 3.0 | $38M | 900k | 42.55 | |
| Solarcity | 2.5 | $32M | 450k | 70.60 | |
| Netflix (NFLX) | 1.7 | $22M | 50k | 440.60 | |
| Abbvie (ABBV) | 1.5 | $20M | 350k | 56.44 | |
| Incyte Corporation (INCY) | 0.7 | $8.5M | 150k | 56.44 | |
| Gw Pharmaceuticals Plc ads | 0.6 | $7.5M | 70k | 107.29 | |
| Alkermes (ALKS) | 0.4 | $5.0M | 100k | 50.33 | |
| RadioShack Corporation | 0.0 | $347k | 350k | 0.99 |
