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) 840

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 10.27%
Energy 3.54%
Financial
Healthcare
Services 40.59%
Technology 45.59%
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 -46,911 Sold Out 0
MALLINCKRODT PUB LTD CO SHS -125,339 Sold Out 0
MONDELEZ INTL INC CL A -41,101 Sold Out 0
COSAN LTD SHS A 5,038 5,038 New 716,635
NQ MOBILE INC ADR REPSTG CL A 7,000 7,000 New 2,000,000
GOOGLE INC CL C 23,056 New 45,149
YPF SOCIEDAD ANONIMA SPON ADR CL D 24,725 New 1,075,000
GRUPO TELEVISA SA SPON ADR REP ORD 43,702 New 1,310,000
QIHOO 360 TECHNOLOGY CO LTD ADS 45,502 -13,303 (22.62) 769,913
LIBERTY GLOBAL PLC SHS CL C 47,232 New 1,041,948
GOOGLE INC CL A 48,256 New 94,024
LIBERTY GLOBAL PLC SHS CL A 48,357 New 1,041,948
AMERICA MOVIL SAB DE CV SPON ADR L SHS 58,168 58,168 New 2,650,000
PRICELINE GRP INC COM NEW 64,205 New 63,272
FACEBOOK INC CL A 69,657 New 893,035
L BRANDS INC COM 79,350 New 918,618
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 86,295 New 698,912
APPLE INC COM 189,529 New 1,594,017