VALIANT CAPITAL MANAGEMENT, L.P. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 18
New Positions 3
Increased Positions 7
Decreased Positions 3
Positions with Activity 10
Sold Out Positions 2
Total Mkt Value (in $ millions) 1,000

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 8.85%
Energy 4.73%
Financial
Healthcare 0.93%
Services 46.96%
Technology 38.52%
Transportation
Utilities

7 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMAZON COM INC COM 90,478 90,478 New 238,000
FACEBOOK INC CL A 80,354 9,831 13.94 1,017,523
TRIBUNE MEDIA CO CL A 61,022 61,022 New 925,000
QIHOO 360 TECHNOLOGY CO LTD ADS 47,098 11,890 33.77 1,029,913
GOOGLE INC CL C 45,777 20,565 81.57 81,978
COSAN LTD SHS A 19,704 14,293 264.17 2,609,765
MYRIAD GENETICS INC COM 9,267 9,267 New 272,000


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