VALIANT CAPITAL MANAGEMENT, L.P. Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 15
New Positions 3
Increased Positions 3
Decreased Positions 3
Positions with Activity 6
Sold Out Positions 0
Total Mkt Value (in $ millions) 974

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 12.31%
Energy 4.07%
Financial
Healthcare
Services 27.65%
Technology 40.14%
Transportation
Utilities

3 DECREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 161,920 -21,840 (11.89) 1,594,017
PRICELINE GRP INC COM NEW 74,269 -9,684 (11.54) 63,272
GOOGLE INC CL C 26,402 -28,581 (51.98) 45,149