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) 839

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 14.68%
Energy
Financial 0%
Healthcare
Services 32.83%
Technology 52.49%
Transportation
Utilities

22 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 -55,672 Sold Out 0
COTY INC COM CL A -30,639 Sold Out 0
DINEEQUITY INC COM -21,909 Sold Out 0
EQUINIX INC COM NEW -94,379 Sold Out 0
FLEETCOR TECHNOLOGIES INC COM -47,498 Sold Out 0
FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS -35,545 Sold Out 0
RADIOSHACK CORP COM -1,744 Sold Out 0
SCHWAB CHARLES CORP NEW COM -65,557 Sold Out 0
TILE SHOP HLDGS INC COM -3,624 Sold Out 0
VISA INC COM CL A -44,224 Sold Out 0
LIBERTY GLOBAL PLC SHS CL C 43,783 -33,452 (43.31) 1,041,948
FACEBOOK INC CL A 61,861 -26,087 (29.66) 893,035
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 78,851 New 698,912
APPLE INC COM 171,350 New 1,809,017
GRUPO TELEVISA SA SPON ADR REP ORD 45,693 New 1,310,000
L BRANDS INC COM 52,811 New 918,618
MONDELEZ INTL INC CL A 44,287 New 1,150,000
QIHOO 360 TECHNOLOGY CO LTD ADS 94,566 94,566 New 995,013
LIBERTY GLOBAL PLC SHS CL A 45,179 4,596 11.33 1,041,948
PRICELINE GRP INC COM NEW 88,019 9,353 11.89 71,522


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