Miura Global Management as of June 30, 2011
Portfolio Holdings for Miura Global Management
Miura Global Management holds 31 positions in its portfolio as reported in the June 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Liberty Global | 11.3 | $131M | 2.9M | 45.04 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 8.7 | $100M | 1.6M | 64.58 | |
| Cablevision Systems Corporation | 6.4 | $74M | 2.1M | 36.21 | |
| Apple (AAPL) | 5.8 | $67M | 200k | 335.67 | |
| Liberty Media | 5.6 | $65M | 756k | 85.75 | |
| Sirius XM Radio | 5.3 | $62M | 28M | 2.19 | |
| Fresh Market | 5.2 | $60M | 1.5M | 38.68 | |
| Valeant Pharmaceuticals Int | 4.5 | $52M | 1.0M | 51.96 | |
| VMware | 3.7 | $43M | 425k | 100.23 | |
| Vera Bradley (VRA) | 3.7 | $43M | 1.1M | 38.20 | |
| McKesson Corporation (MCK) | 3.6 | $42M | 500k | 83.65 | |
| Allergan | 3.3 | $38M | 455k | 83.25 | |
| Union Pacific Corporation (UNP) | 3.2 | $37M | 350k | 104.40 | |
| Directv | 3.1 | $36M | 706k | 50.82 | |
| Cooper Companies | 2.7 | $31M | 390k | 79.24 | |
| Qualcomm (QCOM) | 2.6 | $30M | 528k | 56.79 | |
| Illumina (ILMN) | 2.5 | $29M | 380k | 75.15 | |
| Salix Pharmaceuticals | 2.5 | $29M | 715k | 39.83 | |
| Liberty Global | 2.5 | $28M | 665k | 42.70 | |
| Informatica Corporation | 2.1 | $25M | 421k | 58.43 | |
| Sohu | 1.8 | $21M | 290k | 72.27 | |
| Makemytrip Limited Mauritius (MMYT) | 1.7 | $19M | 782k | 24.50 | |
| Sina Corporation | 1.4 | $16M | 150k | 104.10 | |
| Linkedin Corp | 1.3 | $15M | 170k | 90.09 | |
| Baidu (BIDU) | 1.3 | $15M | 104k | 140.13 | |
| Williams Companies (WMB) | 1.2 | $14M | 475k | 30.25 | |
| E Commerce China Dangdang | 1.2 | $14M | 1.2M | 11.59 | |
| Mead Johnson Nutrition | 1.1 | $13M | 190k | 67.55 | |
| Kosmos Energy | 0.9 | $10M | 595k | 16.98 | |
| OpenTable | 0.1 | $1.1M | 14k | 83.14 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $759k | 28k | 26.73 |
