Miura Global Management as of Sept. 30, 2014
Portfolio Holdings for Miura Global Management
Miura Global Management holds 22 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Restoration Hardware Hldgs I | 12.1 | $149M | 1.9M | 79.55 | |
| Kate Spade & Co | 11.0 | $136M | 5.2M | 26.23 | |
| Tempur-Pedic International (TPX) | 9.8 | $121M | 2.2M | 56.17 | |
| FleetCor Technologies | 9.6 | $119M | 835k | 142.12 | |
| Liberty Global Shs Cl A | 6.0 | $74M | 1.8M | 42.54 | |
| Avis Budget (CAR) | 5.6 | $69M | 1.3M | 54.89 | |
| Priceline Grp Com New | 5.2 | $64M | 55k | 1158.58 | |
| Charter Communications Inc D Cl A New | 4.9 | $61M | 400k | 151.37 | |
| Liberty Global SHS CL C | 4.9 | $60M | 1.5M | 41.02 | |
| Vipshop Hldgs Sponsored Adr (VIPS) | 4.8 | $59M | 310k | 189.01 | |
| Avanir Pharmaceuticals Cl A New | 4.0 | $50M | 4.2M | 11.92 | |
| JD Spon Adr Cl A (JD) | 3.8 | $47M | 1.8M | 25.82 | |
| Facebook Cl A (META) | 3.2 | $40M | 500k | 79.04 | |
| Liberty Interactive Corp Lbt Vent Com A | 3.1 | $38M | 1.0M | 37.96 | |
| Workday Cl A (WDAY) | 2.7 | $33M | 400k | 82.50 | |
| Linkedin Corp Com Cl A | 2.5 | $31M | 150k | 207.79 | |
| Solarcity | 2.2 | $27M | 450k | 59.60 | |
| Six Flags Entertainment (SIX) | 2.1 | $26M | 750k | 34.39 | |
| Disney Walt Com Disney (DIS) | 1.6 | $20M | 225k | 89.03 | |
| Shire Sponsored Adr | 0.6 | $7.8M | 30k | 259.07 | |
| Accelr8 Technology | 0.4 | $5.4M | 250k | 21.48 | |
| RadioShack Corporation | 0.0 | $347k | 350k | 0.99 |
