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) 1,095

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 8.87%
Energy 7.91%
Financial
Healthcare 0.86%
Services 48.62%
Technology 33.74%
Transportation
Utilities

3 New Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WALGREENS BOOTS ALLIANCE INC COM 73,866 73,866 New 854,431
CHENIERE ENERGY INC COM NEW 55,926 55,926 New 743,889
AMIRA NATURE FOODS LTD SHS 11,467 11,467 New 1,086,963