MIURA GLOBAL MANAGEMENT, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 40
New Positions 6
Increased Positions 16
Decreased Positions 23
Positions with Activity 39
Sold Out Positions 15
Total Mkt Value (in $ millions) 1,302

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 14%
Consumer/Non-Cyclical
Energy
Financial
Healthcare 2.46%
Services 61.1%
Technology 16.99%
Transportation
Utilities

40 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
RESTORATION HARDWARE HLDGS INC COM 159,833 14,052 9.64 1,890,400
FLEETCOR TECHNOLOGIES INC COM 99,939 16,419 19.66 700,000
KATE SPADE & CO COM 98,658 -30,942 (23.88) 3,045,000
TEMPUR SEALY INTL INC COM 83,680 83,680 New 1,450,000
CHARTER COMMUNICATIONS INC DEL CL A NEW 78,005 New 500,000
LIBERTY GLOBAL PLC SHS CL A 72,765 22,712 45.37 1,650,000
VIPSHOP HLDGS LTD SPONSORED ADR 68,957 -26,120 (27.47) 330,000
LINKEDIN CORP COM CL A 68,094 10,047 17.31 305,000
FACEBOOK INC CL A 66,470 26,957 68.22 900,000
DISNEY WALT CO COM DISNEY 63,161 63,161 New 700,000
LIBERTY GLOBAL PLC SHS CL C 62,563 4,469 7.69 1,470,000
AVIS BUDGET GROUP COM 61,146 61,146 New 900,000
WORKDAY INC CL A 55,829 39,509 242.11 650,000
PRICELINE GRP INC COM NEW 50,028 20,637 70.21 40,000
JD COM INC SPON ADR CL A 44,016 44,016 New 1,400,000
SIX FLAGS ENTMT CORP NEW COM 33,300 15,170 83.67 900,000
SOLARCITY CORP COM 30,884 -1,716 (5.26) 450,000
NETFLIX INC COM 23,761 -16,632 (41.18) 50,000
LIBERTY INTERACTIVE CORP LBT VENT COM A 21,763 -1,145 (5) 570,000
LIBERTY TRIPADVISOR HLDGS INC COM SER A 20,520 -1,080 (5) 570,000


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