Valiant Capital Management as of June 30, 2012
Portfolio Holdings for Valiant Capital Management
Valiant Capital Management holds 19 positions in its portfolio as reported in the June 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 14.4 | $125M | 214k | 584.00 | |
| Verisign (VRSN) | 8.2 | $72M | 1.6M | 43.57 | |
| 8.2 | $71M | 123k | 580.07 | ||
| Liberty Global | 8.1 | $71M | 1.4M | 49.63 | |
| Charles Schwab Corporation (SCHW) | 6.0 | $53M | 4.1M | 12.93 | |
| Fomento Economico Mexicano SAB (FMX) | 5.9 | $51M | 571k | 89.25 | |
| Visa (V) | 5.7 | $49M | 398k | 123.63 | |
| priceline.com Incorporated | 5.5 | $48M | 72k | 664.52 | |
| OpenTable | 5.5 | $47M | 1.1M | 45.01 | |
| Qualcomm (QCOM) | 5.2 | $45M | 804k | 55.68 | |
| Yum! Brands (YUM) | 4.8 | $41M | 641k | 64.42 | |
| Baidu (BIDU) | 4.7 | $41M | 353k | 114.98 | |
| Nordion | 4.6 | $40M | 4.3M | 9.36 | |
| Citrix Systems | 3.8 | $33M | 395k | 83.94 | |
| Directv | 3.3 | $28M | 581k | 48.82 | |
| Express Scripts Holding | 3.2 | $28M | 501k | 55.83 | |
| DineEquity (DIN) | 1.9 | $17M | 371k | 44.64 | |
| Broadcom Corporation | 0.9 | $8.1M | 240k | 33.76 | |
| Vermillion | 0.1 | $547k | 243k | 2.25 |
