Valiant Capital Management

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
Google 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