VALIANT CAPITAL MANAGEMENT, L.P. Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 22
New Positions 1
Increased Positions 5
Decreased Positions 12
Positions with Activity 17
Sold Out Positions 10
Total Mkt Value (in $ millions) 849

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%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 14.3%
Energy
Financial 0%
Healthcare
Services 32.22%
Technology 53.48%
Transportation
Utilities

10 Sold Out Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BAIDU INC SPON ADR REP A -63,547 Sold Out 0
COTY INC COM CL A -30,320 Sold Out 0
DINEEQUITY INC COM -21,983 Sold Out 0
EQUINIX INC COM NEW -96,513 Sold Out 0
FLEETCOR TECHNOLOGIES INC COM -47,169 Sold Out 0
FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS -35,089 Sold Out 0
RADIOSHACK CORP COM -1,714 Sold Out 0
SCHWAB CHARLES CORP NEW COM -65,391 Sold Out 0
TILE SHOP HLDGS INC COM -3,634 Sold Out 0
VISA INC COM CL A -42,927 Sold Out 0