Miura Global Management as of Dec. 31, 2015
Portfolio Holdings for Miura Global Management
Miura Global Management holds 28 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Time Warner Cable | 8.8 | $149M | 800k | 185.59 | |
| FleetCor Technologies | 7.0 | $118M | 825k | 142.93 | |
| Restoration Hardware Hldgs I | 6.5 | $108M | 1.4M | 79.45 | |
| Charter Communications | 6.3 | $106M | 578k | 183.10 | |
| Whitewave Foods | 5.2 | $88M | 2.3M | 38.91 | |
| Constellation Brands (STZ) | 5.1 | $86M | 600k | 142.44 | |
| Kroger (KR) | 4.7 | $80M | 1.9M | 41.83 | |
| Dollar Tree (DLTR) | 4.6 | $77M | 1.0M | 77.22 | |
| Libertyinteractivecorp lbtventcoma | 4.0 | $68M | 1.5M | 45.11 | |
| Baidu (BIDU) | 3.9 | $66M | 350k | 189.04 | |
| Jd (JD) | 3.9 | $65M | 2.0M | 32.26 | |
| Walgreen Boots Alliance (WBA) | 3.8 | $64M | 750k | 85.15 | |
| Visa (V) | 3.7 | $62M | 800k | 77.55 | |
| Kraft Heinz (KHC) | 3.5 | $58M | 800k | 72.76 | |
| Allergan | 3.2 | $53M | 170k | 312.50 | |
| Zoe's Kitchen | 3.0 | $50M | 1.8M | 27.98 | |
| Diamondback Energy (FANG) | 3.0 | $50M | 750k | 66.90 | |
| 58 Com Inc spon adr rep a | 3.0 | $50M | 750k | 65.96 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 2.6 | $44M | 2.9M | 15.27 | |
| Biogen Idec (BIIB) | 2.3 | $38M | 125k | 306.35 | |
| Liberty Global Inc C | 2.2 | $37M | 900k | 40.77 | |
| Accelr8 Technology | 1.9 | $32M | 1.5M | 21.49 | |
| Rollins (ROL) | 1.7 | $29M | 1.1M | 25.90 | |
| Celgene Corporation | 1.5 | $26M | 215k | 119.76 | |
| HDFC Bank (HDB) | 1.5 | $25M | 400k | 61.60 | |
| Metropcs Communications (TMUS) | 1.5 | $25M | 625k | 39.12 | |
| Liberty Global Inc Com Ser A | 1.4 | $24M | 575k | 42.36 | |
| American Farmland | 0.1 | $2.1M | 300k | 7.04 |
