Valiant Capital Management

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
Google 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