Valiant Capital Management as of Sept. 30, 2021
Portfolio Holdings for Valiant Capital Management
Valiant Capital Management holds 23 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Uber Technologies (UBER) | 18.0 | $186M | 4.1M | 44.80 | |
| Zillow Group Cl C Cap Stk (Z) | 9.2 | $95M | 1.1M | 88.14 | |
| Netflix (NFLX) | 6.1 | $63M | 103k | 610.34 | |
| salesforce (CRM) | 5.6 | $58M | 214k | 271.22 | |
| Amazon (AMZN) | 5.6 | $57M | 18k | 3285.01 | |
| Take-Two Interactive Software (TTWO) | 5.4 | $56M | 362k | 154.07 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.3 | $55M | 21k | 2665.31 | |
| Peloton Interactive Cl A Com (PTON) | 4.5 | $47M | 535k | 87.05 | |
| Autodesk (ADSK) | 4.5 | $46M | 162k | 285.17 | |
| Dropbox Cl A (DBX) | 4.2 | $43M | 1.5M | 29.22 | |
| Endeavor Group Hldgs Cl A Com (EDR) | 4.1 | $42M | 1.5M | 28.67 | |
| Humanigen Com New (HGENQ) | 4.1 | $42M | 7.1M | 5.93 | |
| Shake Shack Cl A (SHAK) | 3.6 | $37M | 473k | 78.46 | |
| Schrodinger (SDGR) | 3.5 | $36M | 661k | 54.68 | |
| Crispr Therapeutics Namen Akt (CRSP) | 3.3 | $34M | 308k | 111.93 | |
| Meridianlink Common Stock (MLNK) | 2.6 | $27M | 1.2M | 22.36 | |
| Palo Alto Networks (PANW) | 2.5 | $26M | 55k | 479.00 | |
| Copart (CPRT) | 2.3 | $23M | 169k | 138.72 | |
| Ribbit Leap Shs Cl A | 2.0 | $20M | 2.0M | 10.12 | |
| Root Com Cl A | 1.5 | $15M | 2.9M | 5.27 | |
| Ocugen (OCGN) | 1.1 | $11M | 1.6M | 7.18 | |
| Freedom Holding Corp (FRHC) | 0.8 | $8.1M | 130k | 62.79 | |
| Ribbit Leap *w Exp 09/09/202 | 0.4 | $4.0M | 400k | 10.12 |
