VALIANT CAPITAL MANAGEMENT, L.P. Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 22
New Positions 1
Increased Positions 5
Decreased Positions 12
Positions with Activity 17
Sold Out Positions 10
Total Mkt Value (in $ millions) 848

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 0%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 14.52%
Energy
Financial 0%
Healthcare
Services 32.38%
Technology 53.11%
Transportation
Utilities

22 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
BAIDU INC SPON ADR REP A -57,310 Sold Out 0
COTY INC COM CL A -30,285 Sold Out 0
DINEEQUITY INC COM -22,026 Sold Out 0
EQUINIX INC COM NEW -96,115 Sold Out 0
FLEETCOR TECHNOLOGIES INC COM -47,441 Sold Out 0
FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS -36,242 Sold Out 0
RADIOSHACK CORP COM -1,776 Sold Out 0
SCHWAB CHARLES CORP NEW COM -66,080 Sold Out 0
TILE SHOP HLDGS INC COM -3,604 Sold Out 0
VISA INC COM CL A -44,520 Sold Out 0
LIBERTY GLOBAL PLC SHS CL C 43,178 -32,991 (43.31) 1,041,948
MONDELEZ INTL INC CL A 44,057 New 1,150,000
LIBERTY GLOBAL PLC SHS CL A 44,491 4,526 11.33 1,041,948
GRUPO TELEVISA SA SPON ADR REP ORD 44,802 New 1,310,000
L BRANDS INC COM 53,491 New 918,618
GOOGLE INC CL C 55,789 11,757 26.70 94,024
GOOGLE INC CL A 56,697 11,949 26.70 94,024
FACEBOOK INC CL A 66,960 -28,237 (29.66) 893,035
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 78,984 New 698,912
PRICELINE GRP INC COM NEW 88,453 9,399 11.89 71,522