VALIANT CAPITAL MANAGEMENT, L.P. Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 23
New Positions 4
Increased Positions 7
Decreased Positions 10
Positions with Activity 17
Sold Out Positions 4
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 0%
Energy 8.91%
Financial 3.15%
Healthcare 1.11%
Services 52.79%
Technology 27.8%
Transportation
Utilities

23 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
AMIRA NATURE FOODS LTD SHS -3,707 Sold Out 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR -77,104 Sold Out 0
GOOGLE INC CL C -52,270 Sold Out 0
GOOGLE INC CL A -62,804 Sold Out 0
LIBERTY GLOBAL PLC LILAC SHS CL A 1,394 -406 (22.55) 40,347
LIBERTY GLOBAL PLC LILAC SHS CL C 1,762 New 52,097
3-D SYS CORP DEL COM NEW 7,037 7,037 New 545,498
MYRIAD GENETICS INC COM 9,645 New 272,000
NQ MOBILE INC ADR REPSTG CL A 11,328 11,328 New 2,697,100
YPF SOCIEDAD ANONIMA SPON ADR CL D 22,468 New 1,075,000
INTERACTIVE BROKERS GROUP INC COM 27,477 27,477 New 690,200
LIBERTY GLOBAL PLC SHS CL A 39,589 -11,529 (22.55) 806,948
L BRANDS INC COM 47,443 -9,830 (17.16) 572,918
LIBERTY GLOBAL PLC SHS CL C 47,482 New 1,041,948
QIHOO 360 TECHNOLOGY CO LTD ADS 52,824 New 1,029,913
GRUPO TELEVISA SA SPON ADR REP ORD 53,986 14,477 36.64 1,790,000
KRAFT HEINZ CO COM 54,521 54,521 New 725,200
CHENIERE ENERGY INC COM NEW 55,210 8,740 18.81 883,789
PRICELINE GRP INC COM NEW 76,588 -37,059 (32.61) 61,172
FACEBOOK INC CL A 79,494 New 885,923


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