Valiant Capital Management as of Dec. 31, 2012
Portfolio Holdings for Valiant Capital Management
Valiant Capital Management holds 18 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 16.6 | $167M | 314k | 532.17 | |
| Facebook Inc cl a (META) | 10.1 | $102M | 3.8M | 26.62 | |
| 9.9 | $100M | 141k | 707.38 | ||
| Liberty Global | 8.9 | $90M | 1.4M | 62.96 | |
| Charles Schwab Corporation (SCHW) | 7.1 | $71M | 5.0M | 14.36 | |
| Visa (V) | 6.0 | $60M | 398k | 151.58 | |
| Baidu (BIDU) | 5.8 | $58M | 575k | 100.29 | |
| Fomento Economico Mexicano SAB (FMX) | 5.7 | $58M | 571k | 100.70 | |
| priceline.com Incorporated | 5.6 | $56M | 90k | 620.39 | |
| OpenTable | 5.1 | $51M | 1.1M | 48.80 | |
| Qualcomm (QCOM) | 5.0 | $50M | 804k | 61.86 | |
| Yum! Brands (YUM) | 4.2 | $43M | 641k | 66.40 | |
| Express Scripts Holding | 2.7 | $27M | 501k | 54.00 | |
| Citrix Systems | 2.6 | $26M | 395k | 65.62 | |
| Nordion | 2.0 | $20M | 3.1M | 6.45 | |
| DineEquity (DIN) | 1.9 | $19M | 279k | 67.00 | |
| Broadcom Corporation | 0.8 | $8.0M | 240k | 33.21 | |
| Vermillion | 0.0 | $321k | 243k | 1.32 |
