Miura Global Management as of Dec. 31, 2010
Portfolio Holdings for Miura Global Management
Miura Global Management holds 36 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 9.1 | $121M | 375k | 322.56 | |
| United States Oil Fund | 8.6 | $115M | 2.9M | 39.00 | |
| Qualcomm (QCOM) | 6.6 | $88M | 1.8M | 49.49 | |
| Union Pacific Corporation (UNP) | 5.3 | $71M | 767k | 92.66 | |
| Directv | 4.9 | $66M | 1.7M | 39.93 | |
| Baidu (BIDU) | 4.7 | $63M | 650k | 96.53 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 4.1 | $54M | 1.6M | 34.00 | |
| Illumina (ILMN) | 4.0 | $54M | 850k | 63.34 | |
| Potash Corp. Of Saskatchewan I | 4.0 | $53M | 345k | 154.83 | |
| NetApp (NTAP) | 3.8 | $51M | 925k | 54.96 | |
| BorgWarner (BWA) | 3.5 | $46M | 640k | 72.36 | |
| Express Scripts | 3.5 | $46M | 850k | 54.05 | |
| Informatica Corporation | 3.4 | $45M | 1.0M | 44.03 | |
| McKesson Corporation (MCK) | 3.3 | $44M | 625k | 70.38 | |
| Teradata Corporation (TDC) | 2.8 | $37M | 900k | 41.16 | |
| Medco Health Solutions | 2.8 | $37M | 600k | 61.27 | |
| Salix Pharmaceuticals | 2.5 | $33M | 705k | 46.96 | |
| Kansas City Southern | 2.5 | $33M | 685k | 47.86 | |
| E Commerce China Dangdang | 2.4 | $32M | 1.2M | 27.07 | |
| Cree | 2.2 | $30M | 456k | 65.89 | |
| Amazon (AMZN) | 1.8 | $24M | 135k | 180.00 | |
| NxStage Medical | 1.8 | $24M | 967k | 24.88 | |
| Mead Johnson Nutrition | 1.8 | $23M | 375k | 62.25 | |
| Youku | 1.7 | $22M | 631k | 35.01 | |
| Rovi Corporation | 1.6 | $22M | 350k | 62.01 | |
| DaVita (DVA) | 1.2 | $17M | 240k | 69.49 | |
| Ivanhoe Mines | 1.2 | $17M | 730k | 22.92 | |
| MAKO Surgical | 1.2 | $17M | 1.1M | 15.22 | |
| Qlik Technologies | 1.2 | $16M | 628k | 25.87 | |
| Autodesk (ADSK) | 0.9 | $12M | 300k | 38.20 | |
| Lululemon Athletica (LULU) | 0.6 | $8.2M | 120k | 68.42 | |
| Noah Holdings (NOAH) | 0.5 | $6.8M | 350k | 19.55 | |
| Ctrip.com International | 0.1 | $1.9M | 47k | 40.45 | |
| SouFun Holdings | 0.1 | $1.7M | 24k | 71.50 | |
| OpenTable | 0.1 | $1.3M | 18k | 70.50 | |
| D Bona Film Group | 0.0 | $410k | 75k | 5.47 |
