VALIANT CAPITAL MANAGEMENT, L.P. Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 22
New Positions 2
Increased Positions 2
Decreased Positions 9
Positions with Activity 11
Sold Out Positions 1
Total Mkt Value (in $ millions) 1,046

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 0.45%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 14.38%
Energy
Financial 10.12%
Healthcare 0%
Services 32.86%
Technology 39.52%
Transportation
Utilities

2 New Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
EQUINIX INC COM NEW 79,230 79,230 New 442,700
TILE SHOP HLDGS INC COM 4,751 4,751 New 333,427