Miura Global Management

Miura Global Management as of June 30, 2015

Portfolio Holdings for Miura Global Management

Miura Global Management holds 23 positions in its portfolio as reported in the June 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Time Warner Cable 11.6 $183M 1.0M 178.17
Whitewave Foods 9.0 $142M 2.9M 48.88
Dollar Tree (DLTR) 8.0 $126M 1.6M 78.99
FleetCor Technologies 7.9 $125M 800k 156.06
Jd (JD) 7.7 $122M 3.6M 34.10
Restoration Hardware Hldgs I 7.0 $110M 1.1M 97.63
Walgreen Boots Alliance (WBA) 5.9 $93M 1.1M 84.44
Endo International 5.6 $88M 1.1M 79.65
Liberty Global Inc C 4.8 $76M 1.5M 50.63
Constellation Brands (STZ) 4.8 $75M 650k 116.02
Charter Communications 4.3 $69M 400k 171.25
Allergan 4.3 $68M 225k 303.46
Liberty Global Inc Com Ser A 4.1 $65M 1.2M 54.07
Libertyinteractivecorp lbtventcoma 3.0 $47M 1.2M 39.27
Zoe's Kitchen 2.5 $39M 960k 40.94
Kraft Foods 2.2 $34M 400k 85.14
Rollins (ROL) 1.8 $29M 1.0M 28.53
Diamondback Energy (FANG) 1.7 $26M 350k 75.38
Continental Resources 1.2 $19M 450k 42.39
Accelr8 Technology 1.0 $16M 600k 25.81
Liberty Broadband Corporation (LBRDA) 1.0 $15M 300k 50.97
Keurig Green Mtn 0.5 $7.7M 100k 76.63
3D Systems Corporation (DDD) 0.2 $2.5M 130k 19.52