VALIANT CAPITAL MANAGEMENT, L.P. Information

ONE MARKET STREET, SAN FRANCISCO, California, 94105, (415) 659-7217

Report Date: 12/31/2014

Position Statistics

Total Positions 18
New Positions 3
Increased Positions 7
Decreased Positions 3
Positions with Activity 10
Sold Out Positions 2
Total Mkt Value (in $ millions) 1,033

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 8.37%
Energy 4.98%
Financial
Healthcare 0.88%
Services 46.19%
Technology 39.58%
Transportation
Utilities

18 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 161,307 -46,362 (22.33) 1,238,153
AMAZON COM INC COM 105,934 105,934 New 238,000
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 86,469 New 698,912
L BRANDS INC COM 83,778 New 918,618
FACEBOOK INC CL A 82,959 10,150 13.94 1,017,523
PRICELINE GRP INC COM NEW 78,020 New 63,272
QIHOO 360 TECHNOLOGY CO LTD ADS 64,493 16,281 33.77 1,029,913
LIBERTY GLOBAL PLC SHS CL A 55,067 New 1,041,948
GOOGLE INC CL A 53,938 New 94,024
TRIBUNE MEDIA CO CL A 53,336 53,336 New 925,000
LIBERTY GLOBAL PLC SHS CL C 53,087 New 1,041,948
GRUPO TELEVISA SA SPON ADR REP ORD 48,077 New 1,310,000
GOOGLE INC CL C 46,322 20,811 81.57 81,978
YPF SOCIEDAD ANONIMA SPON ADR CL D 32,411 New 1,075,000
COSAN LTD SHS A 18,999 13,782 264.17 2,609,765
MYRIAD GENETICS INC COM 9,136 9,136 New 272,000
AMERICA MOVIL SAB DE CV SPON ADR L SHS -58,327 Sold Out 0
NQ MOBILE INC ADR REPSTG CL A -8,400 Sold Out 0