Miura Global Management as of March 31, 2017
Portfolio Holdings for Miura Global Management
Miura Global Management holds 17 positions in its portfolio as reported in the March 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Charter Communications Inc New Cl A cl a (CHTR) | 13.5 | $74M | 225k | 327.32 | |
Facebook Inc cl a (META) | 10.4 | $57M | 400k | 142.05 | |
Bank of America Corporation (BAC) | 8.6 | $47M | 2.0M | 23.59 | |
Zendesk | 8.2 | $45M | 1.6M | 28.04 | |
Lamb Weston Hldgs (LW) | 7.7 | $42M | 1.0M | 42.06 | |
Service Corporation International (SCI) | 7.3 | $40M | 1.3M | 30.88 | |
Vail Resorts (MTN) | 7.0 | $38M | 200k | 191.90 | |
IAC/InterActive | 5.9 | $32M | 440k | 73.72 | |
NVIDIA Corporation (NVDA) | 5.0 | $27M | 250k | 108.93 | |
Visa (V) | 4.9 | $27M | 300k | 88.87 | |
FleetCor Technologies | 4.8 | $27M | 175k | 151.43 | |
Liberty Broadband Cl C (LBRDK) | 4.8 | $26M | 300k | 86.40 | |
STMicroelectronics (STM) | 4.2 | $23M | 1.5M | 15.46 | |
Accelr8 Technology | 3.0 | $17M | 680k | 24.20 | |
Constellation Brands (STZ) | 2.7 | $15M | 90k | 162.07 | |
Turquoisehillres | 1.3 | $7.2M | 2.4M | 3.07 | |
Mindbody | 0.5 | $2.9M | 105k | 27.45 |