Valiant Capital Management

Valiant Capital Management as of March 31, 2012

Portfolio Holdings for Valiant Capital Management

Valiant Capital Management holds 22 positions in its portfolio as reported in the March 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 14.5 $128M 214k 599.55
Google 8.9 $79M 123k 641.24
Liberty Global 8.1 $71M 1.4M 50.08
Verisign (VRSN) 7.1 $63M 1.6M 38.35
Qualcomm (QCOM) 6.2 $55M 804k 68.06
priceline.com Incorporated 5.8 $52M 72k 717.50
Charles Schwab Corporation (SCHW) 5.5 $49M 3.4M 14.37
Fomento Economico Mexicano SAB (FMX) 5.3 $47M 571k 82.27
Visa (V) 5.3 $47M 398k 118.00
Yum! Brands (YUM) 5.2 $46M 641k 71.18
OpenTable 4.8 $43M 1.1M 40.47
Nordion 4.7 $41M 4.3M 9.72
Baidu (BIDU) 4.6 $41M 278k 145.77
Citrix Systems 3.5 $31M 395k 78.91
Directv 3.2 $29M 581k 49.34
Express Scripts 3.1 $27M 501k 54.18
DineEquity (DIN) 2.1 $18M 371k 49.60
Broadcom Corporation 1.1 $9.4M 240k 39.30
Spdr S&p 500 Etf (SPY) 0.5 $4.7M 34k 140.81
iShares MSCI Emerging Markets Indx (EEM) 0.4 $3.4M 78k 42.95
iShares MSCI EAFE Index Fund (EFA) 0.2 $1.4M 26k 54.88
Vermillion 0.1 $491k 243k 2.02