Miura Global Management as of March 31, 2016
Portfolio Holdings for Miura Global Management
Miura Global Management holds 29 positions in its portfolio as reported in the March 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Libertyinteractivecorp lbtventcoma | 9.3 | $135M | 3.5M | 39.12 | |
| Time Warner Cable | 8.5 | $123M | 600k | 204.62 | |
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 7.8 | $113M | 865k | 130.61 | |
| Charter Communications | 5.1 | $74M | 366k | 202.43 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 4.8 | $70M | 5.4M | 12.88 | |
| Facebook Inc cl a (META) | 4.7 | $69M | 600k | 114.10 | |
| Constellation Brands (STZ) | 4.7 | $68M | 450k | 151.09 | |
| Celgene Corporation | 4.5 | $65M | 650k | 100.09 | |
| HDFC Bank (HDB) | 4.5 | $65M | 1.1M | 61.63 | |
| Visa (V) | 4.2 | $61M | 800k | 76.48 | |
| FleetCor Technologies | 3.9 | $57M | 380k | 148.75 | |
| Allergan | 3.2 | $47M | 175k | 268.03 | |
| Walgreen Boots Alliance (WBA) | 3.2 | $46M | 550k | 84.24 | |
| Domino's Pizza (DPZ) | 3.2 | $46M | 350k | 131.86 | |
| Amazon (AMZN) | 3.1 | $45M | 75k | 593.64 | |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 3.0 | $44M | 400k | 110.34 | |
| Whitewave Foods | 2.8 | $41M | 1.0M | 40.64 | |
| Dollar Tree (DLTR) | 2.6 | $37M | 450k | 82.46 | |
| Zoe's Kitchen | 2.4 | $35M | 900k | 38.99 | |
| Kroger (KR) | 2.4 | $34M | 900k | 38.25 | |
| Baidu (BIDU) | 2.3 | $33M | 175k | 190.88 | |
| Kraft Heinz (KHC) | 1.9 | $28M | 350k | 78.56 | |
| Liberty Global Inc C | 1.9 | $27M | 725k | 37.56 | |
| Liberty Broadband Cl C (LBRDK) | 1.6 | $23M | 390k | 57.95 | |
| Rollins (ROL) | 1.5 | $22M | 800k | 27.12 | |
| 58 Com Inc spon adr rep a | 1.1 | $17M | 300k | 55.65 | |
| Accelr8 Technology | 1.0 | $14M | 1.0M | 14.37 | |
| Liberty Global Inc Com Ser A | 0.8 | $12M | 300k | 38.50 | |
| American Farmland | 0.1 | $1.3M | 200k | 6.28 |
