Miura Global Management’s Ulta Beauty ULTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2013
Q4
Sell
-173,000
Closed -$20.7M 28
2013
Q3
$20.7M Sell
173,000
-107,000
-38% -$12.8M 2.66% 14
2013
Q2
$28M Buy
+280,000
New +$28M 3.65% 13