Miura Global Management as of March 31, 2015
Portfolio Holdings for Miura Global Management
Miura Global Management holds 23 positions in its portfolio as reported in the March 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Charter Communications | 8.7 | $145M | 750k | 193.11 | |
Kate Spade & Co | 8.1 | $134M | 4.0M | 33.39 | |
Restoration Hardware Hldgs I | 8.0 | $133M | 1.3M | 99.19 | |
Grubhub | 7.3 | $122M | 2.7M | 45.39 | |
Dollar Tree (DLTR) | 7.3 | $122M | 1.5M | 81.15 | |
Liberty Global Inc Com Ser A | 5.9 | $98M | 1.9M | 51.47 | |
FleetCor Technologies | 5.8 | $96M | 635k | 150.92 | |
Constellation Brands (STZ) | 5.5 | $91M | 780k | 116.21 | |
Liberty Global Inc C | 5.0 | $83M | 1.7M | 49.81 | |
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 4.8 | $80M | 2.7M | 29.44 | |
Actavis | 4.5 | $74M | 248k | 297.62 | |
Avis Budget (CAR) | 3.5 | $59M | 1.0M | 59.02 | |
Jd (JD) | 3.5 | $59M | 2.0M | 29.38 | |
Kraft Foods | 3.1 | $52M | 600k | 87.12 | |
Walgreen Boots Alliance (WBA) | 2.9 | $49M | 575k | 84.68 | |
Libertyinteractivecorp lbtventcoma | 2.8 | $46M | 1.1M | 42.01 | |
Linkedin Corp | 2.7 | $45M | 180k | 249.86 | |
Whitewave Foods | 2.7 | $44M | 1.0M | 44.34 | |
Time Warner Cable | 2.4 | $39M | 260k | 149.88 | |
Biogen Idec (BIIB) | 2.2 | $36M | 85k | 422.24 | |
Zoe's Kitchen | 1.9 | $32M | 950k | 33.29 | |
Accelr8 Technology | 0.8 | $14M | 600k | 22.50 | |
Continental Resources | 0.7 | $11M | 250k | 43.67 |