VALIANT CAPITAL MANAGEMENT, L.P. Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 21
New Positions 3
Increased Positions 5
Decreased Positions 5
Positions with Activity 10
Sold Out Positions 2
Total Mkt Value (in $ millions) 1,089

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 9%
Energy 7.4%
Financial
Healthcare 0.86%
Services 47.93%
Technology 34.81%
Transportation
Utilities

21 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
COSAN LTD SHS A -15,972 Sold Out 0
TRIBUNE MEDIA CO CL A -50,764 Sold Out 0
L BRANDS INC COM 59,728 -19,604 (24.71) 691,618
FACEBOOK INC CL A 77,328 -11,487 (12.93) 885,923
APPLE INC COM 138,158 -18,394 (11.75) 1,092,675
AMIRA NATURE FOODS LTD SHS 12,772 12,772 New 1,086,963
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 85,239 New 698,912
CHENIERE ENERGY INC COM NEW 51,157 51,157 New 743,889
GOOGLE INC CL C 42,907 New 81,978
GOOGLE INC CL A 51,463 New 94,024
GRUPO TELEVISA SA SPON ADR REP ORD 51,208 New 1,310,000
LIBERTY GLOBAL PLC SHS CL A 52,827 New 1,041,948
LIBERTY GLOBAL PLC LILAC SHS CL C 2,506 New 52,097
LIBERTY GLOBAL PLC LILAC SHS CL A 2,585 New 52,097
LIBERTY GLOBAL PLC SHS CL C 49,597 New 1,041,948
MYRIAD GENETICS INC COM 9,403 New 272,000
QIHOO 360 TECHNOLOGY CO LTD ADS 69,293 New 1,029,913
WALGREENS BOOTS ALLIANCE INC COM 73,319 73,319 New 854,431
YPF SOCIEDAD ANONIMA SPON ADR CL D 29,477 New 1,075,000
AMAZON COM INC COM 126,620 22,445 21.55 289,278