VALIANT CAPITAL MANAGEMENT, L.P. Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 15
New Positions 3
Increased Positions 3
Decreased Positions 3
Positions with Activity 6
Sold Out Positions 0
Total Mkt Value (in $ millions) 981

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 12.37%
Energy 4%
Financial
Healthcare
Services 27.86%
Technology 39.83%
Transportation
Utilities

3 New Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MALLINCKRODT PUB LTD CO SHS 102,378 102,378 New 1,152,645
JD COM INC SPON ADR CL A 53,865 53,865 New 1,900,000
YPF SOCIEDAD ANONIMA SPON ADR CL D 39,248 39,248 New 1,075,000