Valiant Capital Management as of June 30, 2011
Portfolio Holdings for Valiant Capital Management
Valiant Capital Management holds 17 positions in its portfolio as reported in the June 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 14.7 | $106M | 315k | 335.67 | |
| Liberty Global | 8.1 | $58M | 1.3M | 45.04 | |
| Health Net | 7.8 | $56M | 1.7M | 32.09 | |
| Verisign (VRSN) | 7.2 | $52M | 1.5M | 33.46 | |
| Broadcom Corporation | 7.0 | $50M | 1.5M | 33.64 | |
| Nordion | 6.5 | $47M | 4.3M | 10.95 | |
| Charles Schwab Corporation (SCHW) | 6.4 | $46M | 2.8M | 16.45 | |
| 6.2 | $44M | 88k | 506.38 | ||
| Fomento Economico Mexicano SAB (FMX) | 5.5 | $39M | 588k | 66.49 | |
| Citrix Systems | 5.3 | $38M | 477k | 80.00 | |
| Baidu (BIDU) | 5.2 | $37M | 267k | 140.13 | |
| Directv | 4.5 | $33M | 643k | 50.82 | |
| Shaw | 4.2 | $30M | 1.0M | 30.21 | |
| Adobe Systems Incorporated (ADBE) | 4.2 | $30M | 945k | 31.45 | |
| OpenTable | 4.1 | $29M | 352k | 83.12 | |
| DineEquity (DIN) | 3.0 | $21M | 405k | 52.27 | |
| Vermillion | 0.1 | $995k | 243k | 4.09 |
