Valiant Capital Management as of Sept. 30, 2012
Portfolio Holdings for Valiant Capital Management
Valiant Capital Management holds 19 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 15.3 | $146M | 219k | 667.11 | |
| 9.7 | $92M | 123k | 754.50 | ||
| Liberty Global | 9.1 | $86M | 1.4M | 60.75 | |
| Verisign (VRSN) | 8.4 | $80M | 1.6M | 48.69 | |
| priceline.com Incorporated | 5.9 | $56M | 90k | 619.07 | |
| Visa (V) | 5.6 | $53M | 398k | 134.28 | |
| Fomento Economico Mexicano SAB (FMX) | 5.5 | $53M | 571k | 91.98 | |
| Baidu (BIDU) | 5.5 | $52M | 448k | 116.89 | |
| Charles Schwab Corporation (SCHW) | 5.5 | $52M | 4.1M | 12.79 | |
| Qualcomm (QCOM) | 5.3 | $50M | 804k | 62.47 | |
| OpenTable | 4.6 | $44M | 1.1M | 41.60 | |
| Yum! Brands (YUM) | 4.5 | $43M | 641k | 66.34 | |
| Facebook Inc cl a (META) | 3.4 | $32M | 1.5M | 21.66 | |
| Express Scripts Holding | 3.3 | $31M | 501k | 62.63 | |
| Citrix Systems | 3.2 | $30M | 395k | 76.53 | |
| DineEquity (DIN) | 2.2 | $21M | 371k | 56.00 | |
| Nordion | 2.2 | $21M | 3.1M | 6.75 | |
| Broadcom Corporation | 0.9 | $8.3M | 240k | 34.57 | |
| Vermillion | 0.0 | $411k | 243k | 1.69 |
