MIURA GLOBAL MANAGEMENT, LLC Information

101 PARK AVENUE, NEW YORK, New York, 10178, (212) 984-8822

Report Date: 12/31/2014

Position Statistics

Total Positions 25
New Positions 4
Increased Positions 14
Decreased Positions 10
Positions with Activity 24
Sold Out Positions 4
Total Mkt Value (in $ millions) 1,355

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical 18.74%
Consumer/Non-Cyclical 5.59%
Energy
Financial
Healthcare 0%
Services 59.93%
Technology 10.44%
Transportation
Utilities

25 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
KATE SPADE & CO COM 196,422 17,230 9.62 5,700,000
RESTORATION HARDWARE HLDGS INC COM 165,062 3,869 2.40 1,920,000
FLEETCOR TECHNOLOGIES INC COM 124,328 -5,439 (4.19) 800,000
LIBERTY GLOBAL PLC SHS CL A 89,859 -5,446 (5.71) 1,650,000
PRICELINE GRP INC COM NEW 86,888 18,619 27.27 70,000
CHARTER COMMUNICATIONS INC DEL CL A NEW 81,981 9,109 12.50 450,000
AVIS BUDGET GROUP COM 66,946 -9,129 (12) 1,100,000
FACEBOOK INC CL A 64,328 24,123 60 800,000
JD COM INC SPON ADR CL A 63,000 12,600 25 2,250,000
TEMPUR SEALY INTL INC COM 57,460 -66,079 (53.49) 1,000,000
VIPSHOP HLDGS LTD SPONSORED ADR 56,448 -22,300 (28.32) 2,225,000
LIBERTY GLOBAL PLC SHS CL C 49,581 -27,139 (35.37) 950,000
CONSTELLATION BRANDS INC CL A 49,207 49,207 New 425,000
LINKEDIN CORP COM CL A 48,737 8,123 20 180,000
SIX FLAGS ENTMT CORP NEW COM 46,040 11,510 33.33 1,000,000
LIBERTY INTERACTIVE CORP LBT VENT COM A 44,704 4,064 10 1,100,000
WHITEWAVE FOODS CO COM 26,572 26,572 New 650,000
BAIDU INC SPON ADR REP A 19,559 19,559 New 95,000
ACCELERATE DIAGNOSTICS INC COM 8,804 3,744 74 435,000
ZOES KITCHEN INC COM 8,753 8,753 New 250,000


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