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) 857

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 14.09%
Energy
Financial 0%
Healthcare
Services 32.04%
Technology 53.88%
Transportation
Utilities

12 DECREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FACEBOOK INC CL A 66,906 -28,215 (29.66) 893,035
LIBERTY GLOBAL PLC SHS CL C 42,532 -32,497 (43.31) 1,041,948
BAIDU INC SPON ADR REP A -63,350 Sold Out 0
COTY INC COM CL A -30,090 Sold Out 0
DINEEQUITY INC COM -22,559 Sold Out 0
EQUINIX INC COM NEW -96,212 Sold Out 0
FLEETCOR TECHNOLOGIES INC COM -47,312 Sold Out 0
FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS -34,493 Sold Out 0
RADIOSHACK CORP COM -1,650 Sold Out 0
SCHWAB CHARLES CORP NEW COM -66,366 Sold Out 0
TILE SHOP HLDGS INC COM -3,521 Sold Out 0
VISA INC COM CL A -42,817 Sold Out 0