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) 981

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 8.73%
Energy 4.73%
Financial
Healthcare 0.99%
Services 45.95%
Technology 39.6%
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 -54,325 Sold Out 0
NQ MOBILE INC ADR REPSTG CL A -7,980 Sold Out 0
APPLE INC COM 152,602 -43,860 (22.33) 1,238,153
AMAZON COM INC COM 88,193 88,193 New 238,000
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 85,652 New 698,912
GOOGLE INC CL A 52,423 New 94,024
GRUPO TELEVISA SA SPON ADR REP ORD 43,361 New 1,310,000
L BRANDS INC COM 85,744 New 918,618
LIBERTY GLOBAL PLC SHS CL A 53,671 New 1,041,948
LIBERTY GLOBAL PLC SHS CL C 51,649 New 1,041,948
MYRIAD GENETICS INC COM 9,727 9,727 New 272,000
PRICELINE GRP INC COM NEW 71,826 New 63,272
TRIBUNE MEDIA CO CL A 56,203 56,203 New 925,000
YPF SOCIEDAD ANONIMA SPON ADR CL D 29,982 New 1,075,000
FACEBOOK INC CL A 84,760 10,370 13.94 1,017,523
QIHOO 360 TECHNOLOGY CO LTD ADS 53,648 13,543 33.77 1,029,913
GOOGLE INC CL C 44,952 20,195 81.57 81,978
COSAN LTD SHS A 16,415 11,908 264.17 2,609,765