VALIANT CAPITAL MANAGEMENT, L.P. Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 23
New Positions 4
Increased Positions 7
Decreased Positions 10
Positions with Activity 17
Sold Out Positions 4
Total Mkt Value (in $ millions) 841

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 0%
Energy 8.71%
Financial 3.13%
Healthcare 1.11%
Services 53.23%
Technology 27.45%
Transportation
Utilities

4 Sold Out Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMIRA NATURE FOODS LTD SHS -3,696 Sold Out 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR -75,608 Sold Out 0
GOOGLE INC CL C -51,533 Sold Out 0
GOOGLE INC CL A -62,031 Sold Out 0