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Institutional Investment Manager
Valiant Capital Management, L.P.
Valiant Capital Management, L.P. (CIK: 0001452689) incorporated in Delaware, located at 394 Pacific Avenue, San Francisco, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q2)
Portfolio Summary: 18 holdings with a total value of $1,110,512,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 APPLE INC 1,594,017 148,132,000 13.34%
2 Questcor 1,503,500 139,059,000 12.52% Put
3 MALLINCKRODT PUB LTD CO SHS 1,152,645 92,235,000 8.31%
4 QIHOO 360 TECHNOLOGY CO LTD 995,013 91,581,000 8.25%
5 ANHEUSER BUSCH INBEV SA/NV 698,912 80,333,000 7.23%
6 PRICELINE GRP INC 63,272 76,116,000 6.85%
7 FACEBOOK INC 893,035 60,092,000 5.41%
8 ISHARES NASDAQ BIOTECHNOLOGY ETF 94,024 54,973,000 4.95%
9 JD COM INC ADR 1,900,000 54,169,000 4.88%
10 L BRANDS INC 918,618 53,886,000 4.85%
11 LIBERTY GLOBAL PLC 1,041,948 46,075,000 4.15%
12 GRUPO TELEVISA ADR 1,310,000 44,946,000 4.05%
13 LIBERTY GLOBAL PLC 1,041,948 44,085,000 3.97%
14 MONDELEZ INTL INC 1,150,000 43,252,000 3.89%
15 YPF SOCIEDAD ANONIMA SPON ADR CL D 1,075,000 35,131,000 3.16%
16 GOOGLE INC 45,149 25,973,000 2.34%
17 NQ MOBILE INC 2,000,000 12,280,000 1.11% Call
18 MALLINCKRODT PUB LTD CO SHS 102,400 8,194,000 0.74% Call

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-14-032293, filed 2014.08.13).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.