valiant capital management, l.p.
Contact Informationvaliant capital management, l.p.
ONE MARKET STREET
SAN FRANCISCO CA 94105
Business Phone: 415-659-7217
13F Sector Allocation 03/31/2013
13F Activity for 03/31/2013
Market Value: $894,551,441 Prior Market Value: $1,003,638,921 New Purchases: 2 stocks Additional Purchases: 2 stocks Sold out of: 5 stocks Reduced holdings in: 5 stocks Top 10 Holdings %: 90.37%  - Market Value shown here may differ from what was reported on the actual 13F filing. The market value shown here includes only those securities that the Whalewisdom parsing engine successfully extracted. Value may also be rounded. Please refer to the actual 13F filing for verification.
13F Holdings Summary
Top 13F Holdings on 03/31/2013 Stock % of Portfolio Apple Inc. 15.51% Google Inc. 11.38% Liberty Global Inc. 10.34% Anheuser-Busch InBev 10.0% Baidu, Inc. 7.99% Major new positions on 03/31/2013 Stock % of Portfolio Anheuser-Busch InBev 10.0% SPDR S&P 500 0.48% Major positions closed on 03/31/2013 Stock Prior % of Portfolio Yum! Brands, Inc. 4.24% Express Scripts Inc. 2.69% Citrix Systems, Inc. 2.58% NORDION INC. 1.96% Broadcom Corp. 0.79%
Recent SEC Filings
Recent filings Form 13F-HR 2013-05-07 Form SC 13G/A 2013-02-01 Form SC 13G/A 2013-02-01 Form 13F-HR 2013-02-01 Form 13F-HR 2012-10-29
Recent News Around the Web
- Early 13F Indications From Valiant Capital, Libra Advisors and Tweedy Browne - 05/10/2012
- The Perils of Hedge Fund Cloning - 04/18/2012
- Interesting Q4 2011 filings received so far - 02/09/2012