Valiant Capital Management as of March 31, 2022
Portfolio Holdings for Valiant Capital Management
Valiant Capital Management holds 25 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Uber Technologies (UBER) | 17.0 | $148M | 4.1M | 35.68 | |
| Endeavor Group Hldgs Cl A Com (EDR) | 7.2 | $63M | 2.1M | 29.52 | |
| Amazon (AMZN) | 6.3 | $55M | 17k | 3259.95 | |
| Palo Alto Networks (PANW) | 5.8 | $50M | 81k | 622.51 | |
| Take-Two Interactive Software (TTWO) | 5.4 | $48M | 309k | 153.74 | |
| salesforce (CRM) | 5.3 | $46M | 218k | 212.32 | |
| Netflix (NFLX) | 4.8 | $42M | 113k | 374.59 | |
| Servicenow (NOW) | 4.6 | $40M | 72k | 556.89 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.6 | $40M | 14k | 2792.96 | |
| Doordash Cl A (DASH) | 4.3 | $38M | 323k | 117.19 | |
| Autodesk (ADSK) | 4.2 | $37M | 171k | 214.35 | |
| Peloton Interactive Cl A Com (PTON) | 4.1 | $36M | 1.4M | 26.42 | |
| Zillow Group Cl C Cap Stk (Z) | 3.9 | $34M | 698k | 49.29 | |
| Braze Com Cl A (BRZE) | 3.0 | $26M | 625k | 41.47 | |
| Schrodinger (SDGR) | 2.6 | $23M | 668k | 34.12 | |
| Copart (CPRT) | 2.4 | $21M | 169k | 125.47 | |
| Humanigen Com New (HGENQ) | 2.4 | $21M | 6.9M | 3.01 | |
| Ribbit Leap Shs Cl A | 2.3 | $20M | 2.0M | 9.87 | |
| Mosaic (MOS) | 2.0 | $17M | 262k | 66.50 | |
| Nutrien (NTR) | 1.9 | $17M | 162k | 103.99 | |
| Global X Fds Global X Copper (COPX) | 1.9 | $17M | 364k | 45.51 | |
| Crispr Therapeutics Namen Akt (CRSP) | 1.7 | $15M | 241k | 62.77 | |
| Teucrium Commodity Tr Wheat Fd (WEAT) | 1.4 | $13M | 1.3M | 9.86 | |
| Ribbit Leap *w Exp 09/09/202 | 0.5 | $3.9M | 400k | 9.87 | |
| Meridianlink Common Stock (MLNK) | 0.3 | $2.7M | 150k | 18.10 |
