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 19
New Positions 3
Increased Positions 5
Decreased Positions 5
Positions with Activity 10
Sold Out Positions 2
Total Mkt Value (in $ millions) 1,085

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 8.93%
Energy 7.47%
Financial
Healthcare 0.85%
Services 48.07%
Technology 34.68%
Transportation
Utilities

19 Positions as of 03/31/2015

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
QIHOO 360 TECHNOLOGY CO LTD ADS 69,715 New 1,029,913
FACEBOOK INC CL A 75,981 -11,287 (12.93) 885,923
GOOGLE INC CL A 50,777 New 94,024
TRIBUNE MEDIA CO CL A -49,386 Sold Out 0
GOOGLE INC CL C 42,670 New 81,978
AMAZON COM INC COM 125,573 22,259 21.55 289,278
APPLE INC COM 137,049 -18,247 (11.75) 1,092,675
L BRANDS INC COM 59,292 -19,461 (24.71) 691,618
MYRIAD GENETICS INC COM 9,245 New 272,000
WALGREENS BOOTS ALLIANCE INC COM 72,148 72,148 New 854,431
CHENIERE ENERGY INC COM NEW 51,522 51,522 New 743,889
PRICELINE GRP INC COM NEW 104,512 31,663 43.46 90,772
AMIRA NATURE FOODS LTD SHS 12,489 12,489 New 1,086,963
COSAN LTD SHS A -16,076 Sold Out 0
LIBERTY GLOBAL PLC SHS CL A 56,338 New 1,041,948
LIBERTY GLOBAL PLC SHS CL C 52,754 New 1,041,948
YPF SOCIEDAD ANONIMA SPON ADR CL D 29,487 New 1,075,000
GRUPO TELEVISA SA SPON ADR REP ORD 50,854 New 1,310,000
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 84,338 New 698,912