Miura Global Management as of Sept. 30, 2016
Portfolio Holdings for Miura Global Management
Miura Global Management holds 24 positions in its portfolio as reported in the September 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Libertyinteractivecorp lbtventcoma | 11.9 | $108M | 2.7M | 39.87 | |
| Constellation Brands (STZ) | 7.3 | $67M | 400k | 166.49 | |
| Amazon (AMZN) | 6.4 | $59M | 70k | 837.31 | |
| Visa (V) | 5.9 | $54M | 650k | 82.70 | |
| Activision Blizzard | 5.8 | $53M | 1.2M | 44.30 | |
| Facebook Inc cl a (META) | 5.6 | $51M | 400k | 128.27 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 5.3 | $48M | 178k | 269.96 | |
| Dollar Tree (DLTR) | 5.2 | $47M | 600k | 78.93 | |
| Ashland (ASH) | 5.1 | $46M | 400k | 115.95 | |
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 4.5 | $41M | 300k | 137.51 | |
| HDFC Bank (HDB) | 4.3 | $40M | 550k | 71.89 | |
| Popular (BPOP) | 4.2 | $38M | 1.0M | 38.22 | |
| Liberty Broadband Cl C (LBRDK) | 3.9 | $36M | 500k | 71.48 | |
| FleetCor Technologies | 3.8 | $35M | 200k | 173.73 | |
| Restoration Hardware Hldgs I | 3.8 | $35M | 1.0M | 34.58 | |
| Domino's Pizza (DPZ) | 3.3 | $30M | 200k | 151.85 | |
| Zendesk | 3.0 | $28M | 900k | 30.71 | |
| Alibaba Group Holding (BABA) | 2.0 | $18M | 170k | 105.79 | |
| Kraft Heinz (KHC) | 2.0 | $18M | 200k | 89.51 | |
| Electronic Arts (EA) | 1.8 | $16M | 190k | 85.40 | |
| Valvoline Inc Common (VVV) | 1.3 | $12M | 500k | 23.49 | |
| Zoe's Kitchen | 1.2 | $11M | 500k | 22.19 | |
| Gogo (GOGO) | 1.2 | $11M | 1.0M | 11.04 | |
| Accelr8 Technology | 1.2 | $11M | 400k | 27.26 |
