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

22 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
EQUINIX INC COM NEW -96,513 Sold Out 0
SCHWAB CHARLES CORP NEW COM -65,391 Sold Out 0
BAIDU INC SPON ADR REP A -63,547 Sold Out 0
FLEETCOR TECHNOLOGIES INC COM -47,169 Sold Out 0
VISA INC COM CL A -42,927 Sold Out 0
FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS -35,089 Sold Out 0
LIBERTY GLOBAL PLC SHS CL C 42,709 -32,632 (43.31) 1,041,948
COTY INC COM CL A -30,320 Sold Out 0
FACEBOOK INC CL A 67,147 -28,317 (29.66) 893,035
DINEEQUITY INC COM -21,983 Sold Out 0
TILE SHOP HLDGS INC COM -3,634 Sold Out 0
RADIOSHACK CORP COM -1,714 Sold Out 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 77,495 New 698,912
APPLE INC COM 176,688 New 1,809,017
GRUPO TELEVISA SA SPON ADR REP ORD 45,732 New 1,310,000
L BRANDS INC COM 53,050 New 918,618
MONDELEZ INTL INC CL A 43,907 New 1,150,000
LIBERTY GLOBAL PLC SHS CL A 44,314 4,508 11.33 1,041,948
PRICELINE GRP INC COM NEW 87,813 9,331 11.89 71,522
GOOGLE INC CL C 55,382 11,671 26.70 94,024


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