VALIANT CAPITAL MANAGEMENT, L.P. Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 19
New Positions 3
Increased Positions 5
Decreased Positions 5
Positions with Activity 10
Sold Out Positions 2
Total Mkt Value (in $ millions) 1,091

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 9.01%
Energy 7.37%
Financial
Healthcare 0.86%
Services 48.06%
Technology 34.7%
Transportation
Utilities

5 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMAZON COM INC COM 126,527 22,428 21.55 289,278
PRICELINE GRP INC COM NEW 104,420 31,635 43.46 90,772
WALGREENS BOOTS ALLIANCE INC COM 73,285 73,285 New 854,431
CHENIERE ENERGY INC COM NEW 51,127 51,127 New 743,889
AMIRA NATURE FOODS LTD SHS 12,652 12,652 New 1,086,963


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