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) 849

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 14.3%
Energy
Financial 0%
Healthcare
Services 32.22%
Technology 53.48%
Transportation
Utilities

5 INCREASED 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 98,656 98,656 New 995,013
PRICELINE GRP INC COM NEW 87,813 9,331 11.89 71,522
GOOGLE INC CL A 56,234 11,851 26.70 94,024
GOOGLE INC CL C 55,382 11,671 26.70 94,024
LIBERTY GLOBAL PLC SHS CL A 44,314 4,508 11.33 1,041,948