VALIANT CAPITAL MANAGEMENT, L.P. Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 15
New Positions 3
Increased Positions 3
Decreased Positions 3
Positions with Activity 6
Sold Out Positions 0
Total Mkt Value (in $ millions) 983

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 12.2%
Energy 3.64%
Financial
Healthcare
Services 28.15%
Technology 40.51%
Transportation
Utilities

15 Positions as of 06/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
QIHOO 360 TECHNOLOGY CO LTD ADS 87,989 New 995,013
FACEBOOK INC CL A 66,647 New 893,035
GOOGLE INC CL A 54,816 New 94,024
MONDELEZ INTL INC CL A 41,676 New 1,150,000
GOOGLE INC CL C 25,780 -27,908 (51.98) 45,149
APPLE INC COM 162,797 -21,958 (11.89) 1,594,017
L BRANDS INC COM 58,553 New 918,618
PRICELINE GRP INC COM NEW 79,771 -10,401 (11.54) 63,272
MALLINCKRODT PUB LTD CO SHS 90,241 90,241 New 1,152,645
LIBERTY GLOBAL PLC SHS CL A 45,585 New 1,041,948
LIBERTY GLOBAL PLC SHS CL C 44,126 New 1,041,948
JD COM INC SPON ADR CL A 62,016 62,016 New 1,900,000
YPF SOCIEDAD ANONIMA SPON ADR CL D 35,808 35,808 New 1,075,000
GRUPO TELEVISA SA SPON ADR REP ORD 48,509 New 1,310,000
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 78,222 New 698,912