Miura Global Management as of Sept. 30, 2015
Portfolio Holdings for Miura Global Management
Miura Global Management holds 25 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Time Warner Cable | 9.8 | $179M | 1.0M | 179.37 | |
| Charter Communications Inc D Cl A New Call Option | 9.4 | $171M | 971k | 175.85 | |
| JD Spon Adr Cl A (JD) | 7.4 | $134M | 5.2M | 26.06 | |
| Whitewave Foods | 7.0 | $129M | 3.2M | 40.15 | |
| Restoration Hardware Hldgs I | 7.0 | $128M | 1.4M | 93.31 | |
| FleetCor Technologies | 6.1 | $112M | 815k | 137.62 | |
| Walgreen Boots Alliance (WBA) | 5.5 | $100M | 1.2M | 83.10 | |
| Allergan SHS | 5.2 | $95M | 350k | 271.81 | |
| Constellation Brands Cl A (STZ) | 4.8 | $88M | 700k | 125.21 | |
| Liberty Global SHS CL C | 4.2 | $77M | 1.9M | 41.02 | |
| Dollar Tree (DLTR) | 4.2 | $77M | 1.2M | 66.66 | |
| Endo Intl SHS | 3.8 | $69M | 1.0M | 69.28 | |
| Zoe's Kitchen | 3.7 | $67M | 1.7M | 39.49 | |
| Concordia Healthcare | 3.2 | $58M | 1.4M | 42.66 | |
| Kraft Heinz (KHC) | 3.1 | $57M | 800k | 70.58 | |
| Lions Gate Entmnt Corp Com New | 3.0 | $55M | 1.5M | 36.80 | |
| Diamondback Energy (FANG) | 2.8 | $52M | 800k | 64.60 | |
| Liberty Interactive Corp Lbt Vent Com A | 2.7 | $48M | 1.2M | 40.35 | |
| Netflix (NFLX) | 2.0 | $36M | 350k | 103.26 | |
| Liberty Global Shs Cl A | 1.9 | $35M | 825k | 42.94 | |
| Rollins (ROL) | 1.6 | $30M | 1.1M | 26.87 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.9 | $17M | 324k | 51.44 | |
| Accelr8 Technology | 0.5 | $9.7M | 600k | 16.18 | |
| 3-d Sys Corp Del Com New (DDD) | 0.1 | $1.5M | 130k | 11.55 | |
| Cable One (CABO) | 0.0 | $336k | 800.00 | 420.00 |
