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 6
Decreased Positions 11
Positions with Activity 17
Sold Out Positions 10
Total Mkt Value (in $ millions) 829

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 14.85%
Energy
Financial 0%
Healthcare
Services 33.45%
Technology 51.7%
Transportation
Utilities

17 Activity Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
QIHOO 360 TECHNOLOGY CO LTD ADS 87,720 87,720 New 995,013
PRICELINE GRP INC COM NEW 86,894 9,233 11.89 71,522
FACEBOOK INC CL A 59,244 -24,984 (29.66) 893,035
GOOGLE INC CL A 55,159 11,624 26.70 94,024
GOOGLE INC CL C 54,457 11,476 26.70 94,024
LIBERTY GLOBAL PLC SHS CL A 46,231 4,703 11.33 1,041,948
LIBERTY GLOBAL PLC SHS CL C 44,387 4,516 11.33 1,041,948
BAIDU INC SPON ADR REP A -52,212 Sold Out 0
COTY INC COM CL A -30,957 Sold Out 0
DINEEQUITY INC COM -22,215 Sold Out 0
EQUINIX INC COM NEW -93,591 Sold Out 0
FLEETCOR TECHNOLOGIES INC COM -46,438 Sold Out 0
FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS -33,680 Sold Out 0
RADIOSHACK CORP COM -1,819 Sold Out 0
SCHWAB CHARLES CORP NEW COM -64,440 Sold Out 0
TILE SHOP HLDGS INC COM -3,661 Sold Out 0
VISA INC COM CL A -43,372 Sold Out 0


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