Valiant Capital Management as of Dec. 31, 2011
Portfolio Holdings for Valiant Capital Management
Valiant Capital Management holds 21 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 14.3 | $119M | 293k | 405.00 | |
| 10.0 | $83M | 129k | 645.90 | ||
| Liberty Global | 7.7 | $64M | 1.6M | 41.03 | |
| Verisign (VRSN) | 7.3 | $60M | 1.7M | 35.72 | |
| Health Net | 5.7 | $47M | 1.6M | 30.42 | |
| Qualcomm (QCOM) | 5.5 | $46M | 834k | 54.70 | |
| Fomento Economico Mexicano SAB (FMX) | 5.2 | $43M | 620k | 69.71 | |
| Visa (V) | 5.1 | $42M | 414k | 101.53 | |
| OpenTable | 5.0 | $41M | 1.1M | 39.13 | |
| Yum! Brands (YUM) | 4.9 | $41M | 696k | 59.01 | |
| Nordion | 4.3 | $36M | 4.3M | 8.36 | |
| Baidu (BIDU) | 4.3 | $36M | 305k | 116.47 | |
| priceline.com Incorporated | 4.2 | $35M | 75k | 467.71 | |
| Citrix Systems | 3.5 | $29M | 482k | 60.72 | |
| Express Scripts | 3.1 | $26M | 570k | 44.69 | |
| Adobe Systems Incorporated (ADBE) | 3.0 | $25M | 894k | 28.27 | |
| Directv | 3.0 | $25M | 581k | 42.76 | |
| DineEquity (DIN) | 2.1 | $17M | 405k | 42.21 | |
| Charles Schwab Corporation (SCHW) | 1.2 | $9.6M | 856k | 11.26 | |
| Broadcom Corporation | 0.8 | $7.1M | 240k | 29.36 | |
| Vermillion | 0.0 | $285k | 243k | 1.17 |
