VALIANT CAPITAL MANAGEMENT, L.P. Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 22
New Positions 2
Increased Positions 2
Decreased Positions 9
Positions with Activity 11
Sold Out Positions 1
Total Mkt Value (in $ millions) 1,046

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

Sector Weighting

Basic Materials
Capital Goods 0.45%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 14.38%
Energy
Financial 10.12%
Healthcare 0%
Services 32.86%
Technology 39.52%
Transportation
Utilities

22 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 135,661 New 258,431
EQUINIX INC COM NEW 79,230 79,230 New 442,700
PRICELINE GRP INC COM NEW 77,241 New 63,922
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 76,321 New 698,912
FACEBOOK INC CL A 74,832 -15,878 (17.5) 1,269,635
LIBERTY GLOBAL PLC SHS CL C 70,765 -6,684 (8.63) 1,838,051
SCHWAB CHARLES CORP NEW COM 64,297 New 2,377,845
L BRANDS INC COM 49,569 New 918,618
BAIDU INC SPON ADR REP A 43,711 -33,933 (43.7) 280,560
GRUPO TELEVISA SA SPON ADR REP ORD 43,309 New 1,310,000
VISA INC COM CL A 41,564 -9,545 (18.68) 199,873
FLEETCOR TECHNOLOGIES INC COM 41,167 -8,840 (17.68) 358,100
GOOGLE INC CL A 40,321 -7,357 (15.43) 74,209
MONDELEZ INTL INC CL A 39,848 New 1,150,000
GOOGLE INC CL C 39,783 -7,259 (15.43) 74,209
LIBERTY GLOBAL PLC SHS CL A 36,876 -3,483 (8.63) 935,948
FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS 34,269 New 361,485
COTY INC COM CL A 27,878 New 1,770,000
DINEEQUITY INC COM 21,880 New 286,428
TILE SHOP HLDGS INC COM 4,751 4,751 New 333,427