VALIANT CAPITAL MANAGEMENT, L.P. Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 18
New Positions 3
Increased Positions 3
Decreased Positions 4
Positions with Activity 7
Sold Out Positions 3
Total Mkt Value (in $ millions) 886

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 9.08%
Energy 5.05%
Financial
Healthcare
Services 40.37%
Technology 45.5%
Transportation
Utilities

7 Activity Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMERICA MOVIL SAB DE CV SPON ADR L SHS 64,077 64,077 New 2,650,000
QIHOO 360 TECHNOLOGY CO LTD ADS 57,543 -16,824 (22.62) 769,913
NQ MOBILE INC ADR REPSTG CL A 14,500 14,500 New 2,000,000
COSAN LTD SHS A 6,801 6,801 New 716,635
JD COM INC SPON ADR CL A -45,201 Sold Out 0
MALLINCKRODT PUB LTD CO SHS -104,787 Sold Out 0
MONDELEZ INTL INC CL A -44,574 Sold Out 0