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| Name: |
VALIANT CAPITAL MANAGEMENT LP |
| City: |
SAN FRANCISCO |
| State: |
CA |
| Zip: |
94105 |
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data |
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| Holdings
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27 |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
CART |
Maplebear Inc. |
1 |
- |
$32.87 |
$208,806,000 |
5,599,505 |
24.6% |
16,333,000 |
-2,601,317 |
2.024 |
N/A |
|
|
MSFT |
Microsoft Corp |
2 |
- |
$430.52 |
$61,256,000 |
145,598 |
7.22% |
-3,084,000 |
-25,500 |
0.002 |
Application Software |
|
|
CRM |
Salesforce.com Inc |
3 |
- |
$283.82 |
$59,193,000 |
196,536 |
6.97% |
7,477,000 |
0 |
0.022 |
Internet Software & S... |
|
|
AMZN |
Amazon.com Inc |
4 |
- |
$183.13 |
$48,145,000 |
266,909 |
5.67% |
7,591,000 |
0 |
0.003 |
Internet Software & S... |
|
|
AMD |
Advanced Micro Devices Inc |
5 |
- |
$165.52 |
$41,043,000 |
227,400 |
4.83% |
-3,519,000 |
-74,900 |
0.019 |
Semiconductor- Broad... |
|
|
NVDA |
NVIDIA Corporation |
6 |
- |
$949.50 |
$40,660,000 |
45,000 |
4.79% |
28,973,000 |
21,400 |
0.002 |
Semiconductor - Speci... |
|
|
LLY |
Eli Lilly & Co |
7 |
- |
$802.91 |
$37,420,000 |
48,100 |
4.41% |
9,382,000 |
0 |
0.005 |
Drug Manufacturers - ... |
|
|
TTWO |
Take-Two Interactive |
8 |
- |
$150.61 |
$36,915,000 |
248,600 |
4.35% |
-8,891,000 |
-36,000 |
0.149 |
Technical & System So... |
|
|
CRWD |
Crowdstrike Holdings, Inc. |
9 |
- |
$345.42 |
$35,650,000 |
111,200 |
4.2% |
-9,082,000 |
-64,000 |
0.06 |
N/A |
|
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GDX |
VanEck Vectors Gold Miners ETF |
10 |
- |
$34.07 |
$29,897,000 |
945,500 |
3.52% |
577,000 |
0 |
0.22 |
Closed - End Fund - E... |
|
|
NFLX |
Netflix Inc |
11 |
- |
$640.47 |
$29,597,000 |
48,733 |
3.49% |
-557,000 |
-13,200 |
0.011 |
Music & Video Stores |
|
|
DECK |
Deckers Outdoor Corp |
12 |
- |
$892.94 |
$29,461,000 |
31,300 |
3.47% |
-2,289,000 |
-16,200 |
0.111 |
Textile - Apparel Foo... |
|
|
NOW |
Servicenow, Inc. |
13 |
- |
$770.83 |
$28,061,000 |
36,806 |
3.31% |
-1,828,000 |
-5,500 |
0.019 |
Information Technolog... |
|
|
Z |
Zillow Group Inc |
14 |
- |
$41.52 |
$25,079,000 |
514,126 |
2.95% |
-7,689,000 |
-52,200 |
0.238 |
Business Services |
|
|
AVGO |
Broadcom Limited |
15 |
New |
$1,392.24 |
$24,388,000 |
18,400 |
2.87% |
24,388,000 |
18,400 |
0.005 |
Semiconductor- Broad... |
|
|
MRVL |
Marvell Technology, Inc. |
16 |
New |
$73.68 |
$22,008,000 |
310,500 |
2.59% |
22,008,000 |
310,500 |
0.038 |
N/A |
|
|
TKO |
Tko Group Holdings, Inc. |
17 |
- |
$106.97 |
$20,410,000 |
236,200 |
2.4% |
20,410,000 |
236,200 |
0.284 |
N/A |
|
|
NBR |
Nabors Industries Ltd |
18 |
- |
$0.21 |
$18,794,000 |
218,200 |
2.21% |
18,794,000 |
218,200 |
2.601 |
Oil & Gas Drilling & ... |
|
|
EDR |
Endeavor Group Holdings, Inc. |
19 |
- |
$26.73 |
$15,476,000 |
601,474 |
1.82% |
-3,849,000 |
-212,900 |
0.208 |
N/A |
|
|
CRDO |
Credo Technology Group Hold... |
20 |
New |
$19.48 |
$14,814,000 |
699,100 |
1.74% |
14,814,000 |
699,100 |
0.483 |
N/A |
|
|
RUM |
Rumble Inc |
21 |
New |
$7.01 |
$11,029,000 |
1,364,973 |
1.3% |
11,029,000 |
1,364,973 |
4.445 |
N/A |
|
|
SMR |
Nuscale Power Ord Shs Class A |
22 |
New |
$7.33 |
$6,172,000 |
1,162,400 |
0.73% |
6,172,000 |
1,162,400 |
2.662 |
N/A |
|
|
UBER |
Uber Technologies, Inc |
23 |
- |
$65.48 |
$4,578,000 |
59,464 |
0.54% |
-3,791,000 |
-76,460 |
0.003 |
N/A |
|
|
WW |
WW International |
24 |
- |
$37.35 |
$94,000 |
51,020 |
0.01% |
-8,886,000 |
-975,244 |
0.073 |
Personal Services |
|
|
PANW |
Palo Alto Networks Inc |
26 |
Closed |
$308.58 |
$0 |
0 |
0% |
-43,583,000 |
-147,800 |
0 |
Networking & Communic... |
|
|
SLB |
Schlumberger Ltd |
25 |
Closed |
$46.48 |
$0 |
0 |
0% |
-24,833,000 |
-477,200 |
0 |
Oil & Gas Equipment &... |
|
|
CPRT |
Copart Inc |
27 |
Closed |
$53.95 |
$0 |
0 |
0% |
-19,531,000 |
-398,600 |
0 |
Auto Dealerships |
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