VALIANT CAPITAL MANAGEMENT, L.P. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 18
New Positions 3
Increased Positions 7
Decreased Positions 3
Positions with Activity 10
Sold Out Positions 2
Total Mkt Value (in $ millions) 1,000

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 8.85%
Energy 4.73%
Financial
Healthcare 0.93%
Services 46.96%
Technology 38.52%
Transportation
Utilities

18 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
AMERICA MOVIL SAB DE CV SPON ADR L SHS -56,657 Sold Out 0
APPLE INC COM 159,053 -45,714 (22.33) 1,238,153
NQ MOBILE INC ADR REPSTG CL A -8,140 Sold Out 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 88,524 New 698,912
GOOGLE INC CL A 52,901 New 94,024
GRUPO TELEVISA SA SPON ADR REP ORD 44,697 New 1,310,000
L BRANDS INC COM 84,384 New 918,618
LIBERTY GLOBAL PLC SHS CL A 56,328 New 1,041,948
LIBERTY GLOBAL PLC SHS CL C 54,358 New 1,041,948
PRICELINE GRP INC COM NEW 78,298 New 63,272
YPF SOCIEDAD ANONIMA SPON ADR CL D 27,617 New 1,075,000
MYRIAD GENETICS INC COM 9,267 9,267 New 272,000
FACEBOOK INC CL A 80,354 9,831 13.94 1,017,523
QIHOO 360 TECHNOLOGY CO LTD ADS 47,098 11,890 33.77 1,029,913
COSAN LTD SHS A 19,704 14,293 264.17 2,609,765
GOOGLE INC CL C 45,777 20,565 81.57 81,978
TRIBUNE MEDIA CO CL A 61,022 61,022 New 925,000
AMAZON COM INC COM 90,478 90,478 New 238,000