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) 834

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 14.75%
Energy
Financial 0%
Healthcare
Services 33.41%
Technology 51.84%
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 61,101 -25,767 (29.66) 893,035
LIBERTY GLOBAL PLC SHS CL C 45,168 -34,511 (43.31) 1,041,948
BAIDU INC SPON ADR REP A -53,635 Sold Out 0
COTY INC COM CL A -30,656 Sold Out 0
DINEEQUITY INC COM -21,917 Sold Out 0
EQUINIX INC COM NEW -93,264 Sold Out 0
FLEETCOR TECHNOLOGIES INC COM -46,392 Sold Out 0
FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS -35,382 Sold Out 0
RADIOSHACK CORP COM -1,798 Sold Out 0
SCHWAB CHARLES CORP NEW COM -66,128 Sold Out 0
TILE SHOP HLDGS INC COM -3,628 Sold Out 0
VISA INC COM CL A -44,012 Sold Out 0


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