Miura Global Management as of March 31, 2011
Portfolio Holdings for Miura Global Management
Miura Global Management holds 35 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 9.6 | $112M | 320k | 348.51 | |
| Liberty Global | 7.6 | $89M | 2.1M | 41.41 | |
| Valeant Pharmaceuticals Int | 7.6 | $89M | 1.8M | 49.81 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 6.6 | $77M | 1.6M | 48.13 | |
| Qualcomm (QCOM) | 5.3 | $62M | 1.1M | 54.83 | |
| McKesson Corporation (MCK) | 5.3 | $61M | 775k | 79.05 | |
| Liberty Media | 5.1 | $59M | 800k | 73.67 | |
| Directv | 4.7 | $55M | 1.2M | 46.80 | |
| Cablevision Systems Corporation | 4.4 | $51M | 1.5M | 34.61 | |
| Union Pacific Corporation (UNP) | 4.2 | $49M | 500k | 98.33 | |
| Baidu (BIDU) | 3.5 | $41M | 300k | 137.81 | |
| Illumina (ILMN) | 3.4 | $40M | 570k | 70.07 | |
| Lululemon Athletica (LULU) | 3.1 | $36M | 400k | 89.05 | |
| Potash Corp. Of Saskatchewan I | 3.0 | $35M | 600k | 58.93 | |
| Salix Pharmaceuticals | 2.8 | $32M | 923k | 35.03 | |
| Sirius XM Radio | 2.1 | $24M | 15M | 1.65 | |
| Liberty Global | 1.9 | $22M | 550k | 39.99 | |
| Sina Corporation | 1.8 | $21M | 200k | 107.04 | |
| DaVita (DVA) | 1.8 | $21M | 240k | 85.51 | |
| Informatica Corporation | 1.7 | $19M | 373k | 52.19 | |
| Green Mountain Coffee Roasters | 1.7 | $19M | 300k | 64.61 | |
| Ivanhoe Mines | 1.6 | $19M | 700k | 27.46 | |
| Atmel Corporation | 1.6 | $18M | 1.3M | 13.63 | |
| Fresh Market | 1.4 | $16M | 430k | 37.74 | |
| Youku | 1.2 | $14M | 300k | 47.51 | |
| BorgWarner (BWA) | 1.2 | $14M | 175k | 79.69 | |
| MAKO Surgical | 1.1 | $13M | 546k | 24.12 | |
| Deckers Outdoor Corporation (DECK) | 1.1 | $13M | 150k | 86.15 | |
| Mead Johnson Nutrition | 1.0 | $12M | 200k | 57.93 | |
| E Commerce China Dangdang | 0.8 | $9.5M | 460k | 20.63 | |
| Sohu | 0.8 | $8.9M | 100k | 89.36 | |
| VMware | 0.6 | $7.5M | 92k | 81.54 | |
| Banco Santander (SAN) | 0.1 | $1.8M | 150k | 11.71 | |
| OpenTable | 0.1 | $1.5M | 14k | 106.36 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $1.2M | 40k | 29.98 |
