Valiant Capital Management as of March 31, 2011
Portfolio Holdings for Valiant Capital Management
Valiant Capital Management holds 15 positions in its portfolio as reported in the March 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
9.9 | $60M | 103k | 586.76 | ||
Baidu (BIDU) | 9.7 | $59M | 429k | 137.81 | |
Health Net | 9.3 | $57M | 1.7M | 32.70 | |
Liberty Global | 8.8 | $54M | 1.3M | 41.41 | |
Nordion | 8.2 | $50M | 4.3M | 11.82 | |
Citrix Systems | 8.0 | $49M | 665k | 73.46 | |
Apple (AAPL) | 7.7 | $47M | 134k | 348.51 | |
Shaw | 7.6 | $47M | 1.3M | 35.41 | |
Verisign (VRSN) | 7.3 | $45M | 1.2M | 36.21 | |
Fomento Economico Mexicano SAB (FMX) | 5.7 | $35M | 588k | 58.70 | |
Directv | 5.7 | $35M | 737k | 46.80 | |
Adobe Systems Incorporated (ADBE) | 5.1 | $31M | 945k | 33.16 | |
Charles Schwab Corporation (SCHW) | 4.6 | $28M | 1.6M | 18.03 | |
DineEquity (DIN) | 2.2 | $13M | 244k | 54.98 | |
Vermillion | 0.2 | $1.1M | 243k | 4.60 |