Miura Global Management

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 (FLT) 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