VALIANT CAPITAL MANAGEMENT, L.P. Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 22
New Positions 1
Increased Positions 5
Decreased Positions 12
Positions with Activity 17
Sold Out Positions 10
Total Mkt Value (in $ millions) 849

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 0%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 14.18%
Energy
Financial 0%
Healthcare
Services 32.32%
Technology 53.5%
Transportation
Utilities

22 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 177,971 New 1,809,017
QIHOO 360 TECHNOLOGY CO LTD ADS 99,561 99,561 New 995,013
PRICELINE GRP INC COM NEW 89,160 9,474 11.89 71,522
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 76,664 New 698,912
FACEBOOK INC CL A 65,826 -27,759 (29.66) 893,035
GOOGLE INC CL A 55,846 11,769 26.70 94,024
GOOGLE INC CL C 55,061 11,604 26.70 94,024
L BRANDS INC COM 53,096 New 918,618
GRUPO TELEVISA SA SPON ADR REP ORD 46,047 New 1,310,000
LIBERTY GLOBAL PLC SHS CL A 43,970 4,473 11.33 1,041,948
MONDELEZ INTL INC CL A 43,712 New 1,150,000
LIBERTY GLOBAL PLC SHS CL C 42,116 -32,178 (43.31) 1,041,948
BAIDU INC SPON ADR REP A -61,723 Sold Out 0
COTY INC COM CL A -30,090 Sold Out 0
DINEEQUITY INC COM -23,917 Sold Out 0
EQUINIX INC COM NEW -95,220 Sold Out 0
FLEETCOR TECHNOLOGIES INC COM -48,071 Sold Out 0
FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS -34,272 Sold Out 0
RADIOSHACK CORP COM -1,455 Sold Out 0
SCHWAB CHARLES CORP NEW COM -66,389 Sold Out 0