Valiant Capital Management as of Sept. 30, 2011
Portfolio Holdings for Valiant Capital Management
Valiant Capital Management holds 19 positions in its portfolio as reported in the September 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 15.4 | $120M | 315k | 381.32 | |
9.5 | $74M | 143k | 515.04 | ||
Liberty Global | 7.7 | $60M | 1.7M | 36.18 | |
Broadcom Corporation | 6.4 | $50M | 1.5M | 33.29 | |
Verisign (VRSN) | 6.2 | $48M | 1.7M | 28.61 | |
Charles Schwab Corporation (SCHW) | 5.9 | $46M | 4.1M | 11.27 | |
Fomento Economico Mexicano SAB (FMX) | 5.7 | $44M | 684k | 64.82 | |
Baidu (BIDU) | 5.0 | $39M | 366k | 106.91 | |
Nordion | 4.8 | $38M | 4.3M | 8.82 | |
Health Net | 4.7 | $37M | 1.6M | 23.71 | |
Visa (V) | 4.5 | $36M | 414k | 85.72 | |
Yum! Brands (YUM) | 4.4 | $34M | 696k | 49.39 | |
OpenTable | 4.2 | $33M | 707k | 46.01 | |
Citrix Systems | 3.8 | $30M | 542k | 54.53 | |
Sina Corporation | 3.7 | $29M | 406k | 71.61 | |
Directv | 3.1 | $25M | 581k | 42.27 | |
Adobe Systems Incorporated (ADBE) | 2.8 | $22M | 894k | 24.17 | |
DineEquity (DIN) | 2.0 | $16M | 405k | 38.49 | |
Vermillion | 0.1 | $635k | 243k | 2.61 |