MIURA GLOBAL MANAGEMENT, LLC Information

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

Report Date: 09/30/2015

Position Statistics

Total Positions 30
New Positions 3
Increased Positions 18
Decreased Positions 9
Positions with Activity 27
Sold Out Positions 5
Total Mkt Value (in $ millions) 1,674

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
Consumer/Non-Cyclical 13.52%
Energy 3.44%
Financial 2.44%
Healthcare 8.94%
Services 55.97%
Technology 0.53%
Transportation
Utilities

30 Positions as of 09/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TIME WARNER CABLE INC COM 183,440 -4,586 (2.44) 1,000,000
CHARTER COMMUNICATIONS INC DEL CL A NEW 156,178 87,978 129 916,000
JD COM INC SPON ADR CL A 128,544 39,312 44.06 5,150,000
WHITEWAVE FOODS CO COM 123,488 11,577 10.35 3,200,000
CONSTELLATION BRANDS INC CL A 102,865 7,348 7.69 700,000
FLEETCOR TECHNOLOGIES INC COM 101,671 1,871 1.88 815,000
ALLERGAN PLC SHS 95,358 34,056 55.56 350,000
WALGREENS BOOTS ALLIANCE INC COM 92,628 7,719 9.09 1,200,000
DOLLAR TREE INC COM 88,171 -34,502 (28.13) 1,150,000
RESTORATION HARDWARE HLDGS INC COM 77,110 14,132 22.44 1,375,000
LIBERTY GLOBAL PLC SHS CL C 64,938 13,068 25.19 1,877,900
KRAFT HEINZ CO COM 59,320 29,660 100 800,000
DIAMONDBACK ENERGY INC COM 57,600 32,400 128.57 800,000
ENDO INTL PLC SHS 54,300 -5,430 (9.09) 1,000,000
ZOES KITCHEN INC COM 50,032 21,895 77.81 1,707,000
LIBERTY INTERACTIVE CORP LBT VENT COM A 43,656 New 1,200,000
CONCORDIA HEALTHCARE CORP COM 40,841 15,315 60 1,360,000
LIONS GATE ENTMNT CORP COM NEW 38,175 38,175 New 1,500,000
NETFLIX INC COM 31,399 31,399 New 350,000
LIBERTY GLOBAL PLC SHS CL A 29,741 -13,519 (31.25) 825,000


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