VALIANT CAPITAL MANAGEMENT, L.P. Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 18
New Positions 3
Increased Positions 3
Decreased Positions 4
Positions with Activity 7
Sold Out Positions 3
Total Mkt Value (in $ millions) 872

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 9.18%
Energy 5.01%
Financial
Healthcare
Services 40.59%
Technology 45.22%
Transportation
Utilities

18 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
JD COM INC SPON ADR CL A -45,752 Sold Out 0
MALLINCKRODT PUB LTD CO SHS -100,303 Sold Out 0
MONDELEZ INTL INC CL A -44,850 Sold Out 0
GOOGLE INC CL C 24,268 New 45,149
PRICELINE GRP INC COM NEW 72,855 New 63,272
GOOGLE INC CL A 51,327 New 94,024
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 80,053 New 698,912
COSAN LTD SHS A 6,822 6,822 New 716,635
QIHOO 360 TECHNOLOGY CO LTD ADS 53,401 -15,613 (22.62) 769,913
FACEBOOK INC CL A 65,861 New 893,035
L BRANDS INC COM 72,451 New 918,618
LIBERTY GLOBAL PLC SHS CL C 47,320 New 1,041,948
LIBERTY GLOBAL PLC SHS CL A 48,836 New 1,041,948
YPF SOCIEDAD ANONIMA SPON ADR CL D 36,883 New 1,075,000
GRUPO TELEVISA SA SPON ADR REP ORD 48,614 New 1,310,000
APPLE INC COM 185,655 New 1,594,017
NQ MOBILE INC ADR REPSTG CL A 14,000 14,000 New 2,000,000
AMERICA MOVIL SAB DE CV SPON ADR L SHS 64,051 64,051 New 2,650,000


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