13F HOLDINGS REPORT
Valiant Capital Management, L.P.
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0000935836-23-000156
Total Value
$651.4M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287655 | 850,000 | $148.2M | 22.75% |
| 2 | ENDEAVOR GROUP HLDGS INC | 29260Y109 | 2,777,067 | $62.6M | 9.61% |
| 3 | ALPHABET INC | GOOG | 473,040 | $42.0M | 6.44% |
| 4 | CHEGG INC | CHGG | 1,445,200 | $36.5M | 5.61% |
| 5 | META PLATFORMS INC | META | 300,000 | $36.1M | 5.54% |
| 6 | NETFLIX INC | NFLX | 121,633 | $35.9M | 5.51% |
| 7 | UBER TECHNOLOGIES INC | UBER | 1,447,549 | $35.8M | 5.50% |
| 8 | SALESFORCE INC | CRM | 263,536 | $34.9M | 5.36% |
| 9 | AMAZON COM INC | AMZN | 389,509 | $32.7M | 5.02% |
| 10 | MEDICAL PPTYS TRUST INC | 58463J304 | 2,750,000 | $30.6M | 4.70% |
| 11 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 274,400 | $28.6M | 4.39% |
| 12 | NUTRIEN LTD | NTR | 295,800 | $21.6M | 3.32% |
| 13 | COPART INC | CPRT | 353,600 | $21.5M | 3.31% |
| 14 | PALO ALTO NETWORKS INC | PANW | 144,500 | $20.2M | 3.10% |
| 15 | ZILLOW GROUP INC | Z | 586,826 | $18.9M | 2.90% |
| 16 | KRANESHARES TR | 500767306 | 600,000 | $18.1M | 2.78% |
| 17 | AUTODESK INC | ADSK | 78,445 | $14.7M | 2.25% |
| 18 | CRISPR THERAPEUTICS AG | CRSP | 228,983 | $9.3M | 1.43% |
| 19 | MOSAIC CO NEW | MOS | 48,300 | $2.1M | 0.33% |
| 20 | SCHRODINGER INC | SDGR | 54,896 | $1.0M | 0.16% |