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) 1,019

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 8.33%
Energy 5.16%
Financial
Healthcare 0.91%
Services 46.5%
Technology 39.1%
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 -55,094 Sold Out 0
NQ MOBILE INC ADR REPSTG CL A -7,720 Sold Out 0
PRICELINE GRP INC COM NEW 79,750 New 63,272
GOOGLE INC CL C 44,096 19,810 81.57 81,978
GOOGLE INC CL A 51,822 New 94,024
AMAZON COM INC COM 100,643 100,643 New 238,000
MYRIAD GENETICS INC COM 9,297 9,297 New 272,000
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 84,841 New 698,912
L BRANDS INC COM 84,210 New 918,618
TRIBUNE MEDIA CO CL A 52,013 52,013 New 925,000
FACEBOOK INC CL A 80,374 9,833 13.94 1,017,523
QIHOO 360 TECHNOLOGY CO LTD ADS 62,413 15,756 33.77 1,029,913
LIBERTY GLOBAL PLC SHS CL A 55,338 New 1,041,948
LIBERTY GLOBAL PLC SHS CL C 53,561 New 1,041,948
YPF SOCIEDAD ANONIMA SPON ADR CL D 33,271 New 1,075,000
APPLE INC COM 159,660 -45,889 (22.33) 1,238,153
GRUPO TELEVISA SA SPON ADR REP ORD 48,300 New 1,310,000
COSAN LTD SHS A 19,312 14,009 264.17 2,609,765