Miura Global Management Q4 2017

Miura Global Management holdings Q4 2017
Name ValueChangeSharesChangeWeightingChange
VISA INC$57,010
42.56%
500,000
31.58%
16.56%
58.73%
INTERACTIVE BROKERS GROUP INNew $34,046575,0009.89%
LAMB WESTON HLDGS INC$31,048
20.39%
550,0000.00%9.02%
34.05%
UNITEDHEALTH GROUP INCNew $27,558125,0008.00%
CHARTER COMMUNICATIONS INC Ncl a$26,877
19.28%
80,000
29.03%
7.81%
32.82%
FACEBOOK INCcl a$22,058
-35.45%
125,000
-37.50%
6.41%
-28.13%
VAIL RESORTS INC$21,247
-31.01%
100,000
-25.93%
6.17%
-23.18%
ASML HOLDING N V$20,858
21.83%
120,000
20.00%
6.06%
35.66%
MATCH GROUP INC$20,352
59.56%
650,000
18.18%
5.91%
77.67%
GENERAL CABLE CORP DEL NEWNew $17,760600,0005.16%
CINTAS CORP$15,583
8.01%
100,0000.00%4.53%
20.26%
TELEFLEX INCNew $12,44150,0003.61%
LIBERTY INTERACTIVE CORP$9,763
-51.53%
180,000
-48.57%
2.84%
-46.03%
LIBERTY BROADBAND CORP$8,516
-55.32%
100,000
-50.00%
2.47%
-50.25%
ACCELERATE DIAGNOSTICS INC$7,860
-63.53%
300,000
-68.75%
2.28%
-59.39%
AMAZON COM INCNew $5,8475,0001.70%
IAC INTERACTIVECORP$5,503
-81.28%
45,000
-82.00%
1.60%
-79.15%
ALTICE USA INCcl aSold $0-1,225,000-8.73%
ALIBABA GROUP HLDG LTDsponsored adsSold $0-300,000-13.51%
ZYNGA INCcl aSold $0-2,750,000-2.71%
Portfolio Information
QuarterQ4 2017
Total value$344,327,000
Holdings17
Managers
Pasco Alfaro
Quarters
2017-12-31
$344,327
2017-09-30
$383,399
2017-06-30
$456,490
2017-03-31
$546,175
2016-12-31
$457,647
2016-09-30
$912,653
2016-06-30
$931,476
2016-03-31
$1,449,896
2015-12-31
$1,677,306
2015-09-30
$1,825,255
2015-06-30
$1,643,022
2015-03-31
$1,660,752
2014-12-31
$1,329,939
2014-09-30
$1,235,123
2014-06-30
$1,295,478
2014-03-31
$1,049,428
2013-12-31
$925,041
2013-09-30
$777,832
2013-06-30
$768,764
SEC Filings