Miura Global Management

Miura Global Management as of June 30, 2016

Portfolio Holdings for Miura Global Management

Miura Global Management holds 23 positions in its portfolio as reported in the June 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Barclays 20+ Yr Treas.Bond (TLT) 10.4 $97M 700k 138.90
Libertyinteractivecorp lbtventcoma 9.9 $93M 2.5M 37.07
Facebook Inc cl a (META) 8.0 $74M 650k 114.28
Dollar Tree (DLTR) 7.1 $66M 700k 94.24
Charter Communications Inc New Cl A cl a (CHTR) 6.9 $64M 281k 228.64
Constellation Brands (STZ) 6.2 $58M 350k 165.40
Domino's Pizza (DPZ) 5.6 $53M 400k 131.38
Amazon (AMZN) 5.0 $47M 65k 715.62
Visa (V) 4.8 $45M 600k 74.17
HDFC Bank (HDB) 4.5 $42M 625k 66.35
Restoration Hardware Hldgs I 4.2 $39M 1.4M 28.68
58 Com Inc spon adr rep a 3.5 $32M 700k 45.89
Ashland 3.4 $32M 275k 114.77
Zoe's Kitchen 3.1 $29M 800k 36.27
FleetCor Technologies 3.1 $29M 200k 143.13
Whitewave Foods 2.3 $21M 450k 46.94
Walgreen Boots Alliance (WBA) 2.2 $21M 250k 83.27
Rollins (ROL) 2.2 $21M 700k 29.27
Liberty Broadband Cl C (LBRDK) 1.9 $18M 300k 60.00
Kraft Heinz (KHC) 1.9 $18M 200k 88.48
California Resources 1.5 $14M 1.2M 12.20
Zendesk 1.3 $12M 450k 26.38
Accelr8 Technology 1.1 $10M 700k 14.39