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) 859

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 9.39%
Energy 4.01%
Financial
Healthcare
Services 41.87%
Technology 44.73%
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 -46,664 Sold Out 0
MALLINCKRODT PUB LTD CO SHS -112,855 Sold Out 0
MONDELEZ INTL INC CL A -43,424 Sold Out 0
GOOGLE INC CL C 24,111 New 45,149
PRICELINE GRP INC COM NEW 73,156 New 63,272
GOOGLE INC CL A 50,916 New 94,024
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 80,592 New 698,912
COSAN LTD SHS A 5,554 5,554 New 716,635
QIHOO 360 TECHNOLOGY CO LTD ADS 46,765 -13,673 (22.62) 769,913
FACEBOOK INC CL A 72,135 New 893,035
L BRANDS INC COM 78,588 New 918,618
LIBERTY GLOBAL PLC SHS CL C 51,285 New 1,041,948
LIBERTY GLOBAL PLC SHS CL A 53,035 New 1,041,948
YPF SOCIEDAD ANONIMA SPON ADR CL D 28,842 New 1,075,000
GRUPO TELEVISA SA SPON ADR REP ORD 44,592 New 1,310,000
APPLE INC COM 181,702 New 1,594,017
NQ MOBILE INC ADR REPSTG CL A 8,400 8,400 New 2,000,000
AMERICA MOVIL SAB DE CV SPON ADR L SHS 58,830 58,830 New 2,650,000


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