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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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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 |
- |
$34.69 |
$192,473,000 |
8,200,822 |
23.99% |
-41,075,000 |
334,600 |
2.964 |
N/A |
|
|
MSFT |
Microsoft Corp |
2 |
- |
$406.32 |
$64,340,000 |
171,098 |
8.02% |
4,190,000 |
-19,400 |
0.002 |
Application Software |
|
|
CRM |
Salesforce.com Inc |
3 |
- |
$274.29 |
$51,716,000 |
196,536 |
6.45% |
12,167,000 |
1,500 |
0.022 |
Internet Software & S... |
|
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TTWO |
Take-Two Interactive |
4 |
- |
$144.47 |
$45,806,000 |
284,600 |
5.71% |
-3,064,000 |
-63,500 |
0.171 |
Technical & System So... |
|
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CRWD |
Crowdstrike Holdings, Inc. |
5 |
- |
$304.07 |
$44,732,000 |
175,200 |
5.57% |
17,801,000 |
14,300 |
0.095 |
N/A |
|
|
AMD |
Advanced Micro Devices Inc |
6 |
- |
$157.40 |
$44,562,000 |
302,300 |
5.55% |
9,315,000 |
-40,500 |
0.025 |
Semiconductor- Broad... |
|
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PANW |
Palo Alto Networks Inc |
7 |
- |
$291.42 |
$43,583,000 |
147,800 |
5.43% |
6,752,000 |
-9,300 |
0.049 |
Networking & Communic... |
|
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AMZN |
Amazon.com Inc |
8 |
- |
$179.62 |
$40,554,000 |
266,909 |
5.05% |
-787,000 |
-58,300 |
0.003 |
Internet Software & S... |
|
|
Z |
Zillow Group Inc |
9 |
- |
$43.67 |
$32,768,000 |
566,326 |
4.08% |
6,626,000 |
0 |
0.262 |
Business Services |
|
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DECK |
Deckers Outdoor Corp |
10 |
- |
$833.46 |
$31,750,000 |
47,500 |
3.96% |
5,377,000 |
-3,800 |
0.169 |
Textile - Apparel Foo... |
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NFLX |
Netflix Inc |
11 |
- |
$561.23 |
$30,154,000 |
61,933 |
3.76% |
4,880,000 |
-5,000 |
0.014 |
Music & Video Stores |
|
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NOW |
Servicenow, Inc. |
12 |
- |
$723.55 |
$29,889,000 |
42,306 |
3.72% |
4,143,000 |
-3,755 |
0.022 |
Information Technolog... |
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GDX |
VanEck Vectors Gold Miners ETF |
13 |
- |
$34.07 |
$29,320,000 |
945,500 |
3.65% |
18,467,000 |
542,200 |
0.22 |
Closed - End Fund - E... |
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LLY |
Eli Lilly & Co |
14 |
- |
$733.51 |
$28,038,000 |
48,100 |
3.49% |
7,842,000 |
10,500 |
0.005 |
Drug Manufacturers - ... |
|
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SLB |
Schlumberger Ltd |
15 |
- |
$49.20 |
$24,833,000 |
477,200 |
3.09% |
-10,765,000 |
-133,400 |
0.034 |
Oil & Gas Equipment &... |
|
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CPRT |
Copart Inc |
16 |
- |
$55.73 |
$19,531,000 |
398,600 |
2.43% |
1,071,000 |
-29,800 |
0.084 |
Auto Dealerships |
|
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EDR |
Endeavor Group Holdings, Inc. |
17 |
- |
$26.50 |
$19,325,000 |
814,374 |
2.41% |
11,051,000 |
398,600 |
0.281 |
N/A |
|
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NVDA |
NVIDIA Corporation |
18 |
- |
$877.35 |
$11,687,000 |
23,600 |
1.46% |
1,421,000 |
0 |
0.001 |
Semiconductor - Speci... |
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WW |
WW International |
19 |
- |
$37.35 |
$8,980,000 |
1,026,264 |
1.12% |
-17,046,000 |
-1,324,756 |
1.476 |
Personal Services |
|
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UBER |
Uber Technologies, Inc |
20 |
- |
$69.05 |
$8,369,000 |
135,924 |
1.04% |
2,118,000 |
0 |
0.008 |
N/A |
|
|
NBR |
Nabors Industries Ltd |
25 |
Closed |
$0.21 |
$0 |
0 |
0% |
-28,532,000 |
-231,700 |
0 |
Oil & Gas Drilling & ... |
|
|
PTON |
Peloton Interactive, Inc. |
24 |
Closed |
$0.00 |
$0 |
0 |
0% |
-4,608,000 |
-912,500 |
0 |
N/A |
|
|
TKO |
Tko Group Holdings, Inc. |
23 |
Closed |
$96.76 |
$0 |
0 |
0% |
-15,215,000 |
-181,000 |
0 |
N/A |
|
|
LHX |
L3harris Technologies Inc |
22 |
Closed |
$214.54 |
$0 |
0 |
0% |
-15,427,000 |
-88,600 |
0 |
Communication Equipment |
|
|
GDXJ |
Market Vectors Junior Gold ... |
21 |
Closed |
$42.39 |
$0 |
0 |
0% |
-10,259,000 |
-318,300 |
0 |
Closed - End Fund - Debt |
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