Valiant Capital Reveals 13F Holdings for Q3 2012

Posted on October 29th, 2012 by whalewisdom

Christopher R. Hansen’s global long/short equity hedge fund, Valiant Capital Management, has filed their 13F for the quarter ending 9/30/2012.

Summary for 09/30/2012 13F Filing

Market Value: $951,105,192
Prior Market Value: $866,756,386
New Purchases: 1 stock
Additional Purchases: 3 stocks
Sold out of: 1 stock
Reduced holdings in: 1 stock
Concentration % of Top 10 Holdings: 83.20%

13F Holdings Summary

Top 13F Holdings on 09/30/2012
Stock % of Portfolio
Apple Inc. 15.34%
Google Inc. 9.72%
Liberty Global Inc. 9.08%
VeriSign Inc. 8.4%
priceline.com Incorporated 5.89%
Visa, Inc. 5.62%
Fomento Econ 5.53%
Baidu, Inc. 5.51%
Charles Schwab Corp. 5.46%
QUALCOMM Incorporated 5.28%
Major new positions on 09/30/2012
Stock % of Portfolio
FACEBOOK INC CL A COM STK (DE) 3.37%
Major positions closed on 09/30/2012
Stock Prior % of Portfolio
DIRECTV 3.27%

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