Miura Global Management

Miura Global Management as of Dec. 31, 2017

Portfolio Holdings for Miura Global Management

Miura Global Management holds 17 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Visa (V) 16.6 $57M 500k 114.02
Interactive Brokers (IBKR) 9.9 $34M 575k 59.21
Lamb Weston Hldgs (LW) 9.0 $31M 550k 56.45
UnitedHealth (UNH) 8.0 $28M 125k 220.46
Charter Communications Inc New Cl A cl a (CHTR) 7.8 $27M 80k 335.96
Facebook Inc cl a (META) 6.4 $22M 125k 176.46
Vail Resorts (MTN) 6.2 $21M 100k 212.47
Asml Holding (ASML) 6.1 $21M 120k 173.82
Match 5.9 $20M 650k 31.31
General Cable Corporation 5.2 $18M 600k 29.60
Cintas Corporation (CTAS) 4.5 $16M 100k 155.83
Teleflex Incorporated (TFX) 3.6 $12M 50k 248.82
Liberty Ventures - Ser A 2.8 $9.8M 180k 54.24
Liberty Broadband Cl C (LBRDK) 2.5 $8.5M 100k 85.16
Accelr8 Technology 2.3 $7.9M 300k 26.20
Amazon (AMZN) 1.7 $5.8M 5.0k 1169.40
IAC/InterActive 1.6 $5.5M 45k 122.29