Valiant Capital Management, L.P.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 14, 2024
Value $
$848M
Signature - Title
Michaela Beckman - Chief Compliance Officer
Location
394 Pacific Avenue, Floor 4, San Francisco, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 24 $848M +$192M -$158M +$34.5M CART, MSFT, TKO, AMZN, CORZ 13F-HR 8/14/2024, 11:40 AM
Q1 2024 24 $849M +$137M -$278M -$141M CART, MSFT, CRM, AMZN, AMD 13F-HR 5/15/2024, 12:29 PM
Q4 2023 25 $2.04B +$53.3M -$125M -$71.9M CART, MSFT, CRM, TTWO, CRWD 13F-HR 2/13/2024, 12:46 PM
Q3 2023 30 $1.01B +$305M -$314M -$8.73M CART, GLD, QQQ, MSFT, TTWO 13F-HR 11/14/2023, 02:10 PM
Q2 2023 29 $1.06B +$154M -$466M -$312M QQQ, GLD, MSFT, CRM, AMZN 13F-HR 8/14/2023, 03:31 PM
Q1 2023 25 $1.26B +$802M -$62.8M +$739M IWM, QQQ, GLD, EDR, CRM 13F-HR 5/15/2023, 12:12 PM
Q4 2022 20 $651M +$82.8M -$127M -$44.3M IWM, EDR, GOOG, CHGG, META 13F-HR 2/13/2023, 11:44 AM
Q3 2022 25 $1B +$360M -$70.9M +$289M IWM, GLD, EDR, EEM, GOOG 13F-HR 11/14/2022, 03:03 PM
Q2 2022 28 $992M +$461M -$16M +$445M GLD, XRT, EDR, UBER, GOOG 13F-HR 8/15/2022, 12:09 PM
Q1 2022 25 $868M +$227M -$33.7M +$194M UBER, EDR, AMZN, UBER, PANW 13F-HR 5/16/2022, 10:20 AM
Q4 2021 19 $710M +$83.6M -$191M -$108M EDR, UBER, TTWO, AMZN, PANW 13F-HR 2/14/2022, 08:59 AM
Q3 2021 1 $29.9M $0 $0 EDR New Holdings 2/25/2022, 06:46 PM
Q3 2021 22 $896M +$61.3M -$157M -$95.3M Z, UBER, NFLX, CRM, AMZN 13F-HR 11/15/2021, 03:51 PM
Q2 2021 21 $1.2B +$87M -$95.3M -$8.24M Z, HGEN, PTON, NFLX, GOOG 13F-HR 8/16/2021, 02:13 PM
Q1 2021 18 $1.17B +$22.2M -$154M -$132M Z, HGEN, GOOG, NFLX, UBER 13F-HR 5/17/2021, 04:10 PM
Q4 2020 20 $2.28B +$409M -$290M +$118M QQQ, Z, UBER, HGEN, PTON 13F-HR 2/16/2021, 12:24 PM
Q3 2020 21 $1.92B +$764M +$764M QQQ, Z, AMZN, NFLX, CRM 13F-HR 11/16/2020, 12:27 PM
Q2 2020 16 $1.01B +$81.8M -$194M -$112M Z, AMZN, NFLX, SDGR, ADSK 13F-HR 8/14/2020, 04:18 PM
Q1 2020 22 $963M +$383M -$104M +$279M Z, AMZN, NFLX, GOOG, META 13F-HR 5/13/2020, 02:11 PM
Q4 2019 15 $858M +$104M -$606M -$502M UBER, Z, Z, NFLX, AMZN 13F-HR 2/11/2020, 03:19 PM
Q3 2019 16 $1.84B +$888M -$181M +$707M PINS, QQQ, UBER, Z, EEM 13F-HR 11/14/2019, 03:11 PM
Q2 2019 15 $1.23B +$63M -$26M +$37M QQQ, Z, EEM, Z, PAGS 13F-HR 8/8/2019, 07:07 PM
Q1 2019 15 $1.11B +$34.7M -$115M -$79.8M QQQ, EEM, Z, AMZN, NFLX 13F-HR 5/14/2019, 01:29 PM
Q4 2018 17 $1.06B +$198M -$28.8M +$169M QQQ, EEM, Z, Z, AMZN 13F-HR 2/12/2019, 03:38 PM
Q3 2018 16 $1.13B +$90.7M -$54.5M +$36.3M QQQ, EEM, AMZN, META, Z 13F-HR 11/6/2018, 01:00 PM
Q2 2018 14 $1.08B +$432M -$44.6M +$387M QQQ, EEM, META, BKNG, AMZN 13F-HR 8/14/2018, 02:22 PM
Q1 2018 16 $1.09B +$214M -$375M -$161M AAPL, QQQXXXX, EEM, BKNG, AMZN 13F-HR 5/9/2018, 02:20 PM
Q4 2017 14 $1.34B +$315M -$251M +$63.5M AAPL, QQQXXXX, EEM, AAPL, PCLN 13F-HR 2/9/2018, 10:50 AM
Q3 2017 1 $15M YTRA New Holdings 1/12/2018, 11:46 AM
Q3 2017 15 $1.31B +$80.1M -$284M -$204M AAPL, EEM, IWM, AAPL, PCLN 13F-HR 11/8/2017, 02:42 PM
Q2 2017 1 $39.5M YTRA New Holdings 1/12/2018, 12:00 PM
Q2 2017 18 $1.84B +$236M -$224M +$12.4M AAPL, QQQXXXX, IWM, EEM, Z 13F-HR 8/9/2017, 07:38 PM
Q1 2017 1 $40.9M YTRA New Holdings 1/12/2018, 11:58 AM
Q1 2017 17 $1.83B +$363M -$99.9M +$263M AAPL, IWM, QQQXXXX, META, AAPL 13F-HR 5/15/2017, 03:03 PM
Q4 2016 14 $1.39B +$30.1M -$291M -$261M AAPL, IWM, META, AAPL, GOOG 13F-HR 2/13/2017, 03:38 PM
Q3 2016 14 $1.65B +$88.6M -$69.1M +$19.6M AAPL, IWM, META, AAPL, AMZN 13F-HR 11/10/2016, 12:25 PM
Q2 2016 17 $1.51B +$271M -$47.4M +$224M AAPL, IWM, Z, AAPL, META 13F-HR 7/28/2016, 12:21 PM
Q1 2016 18 $1.41B +$249M -$151M +$98.1M AAPL, AAPL, META, GOOG, WBA 13F-HR 5/13/2016, 12:55 PM
Q4 2015 21 $1.88B +$637M -$87.9M +$549M AAPL, HYG, IWM, AMZN, AAPL 13F-HR 2/10/2016, 06:08 PM
Q3 2015 20 $1.46B +$667M -$25.8M +$641M AAPL, IWM, AAPL, AMZN, META 13F-HR 11/9/2015, 02:15 PM
Q2 2015 18 $1.07B +$305M -$130M +$175M IWM, AAPL, AMZN, WBA, META 13F-HR 8/12/2015, 01:19 PM
Q1 2015 17 $1.05B +$191M -$50.3M +$140M AAPL, AMZN, PCLN, BUD, META 13F-HR 5/15/2015, 11:47 AM
Q4 2014 16 $933M +$197M -$39.3M +$158M AAPL, LB, META, BUD, AMZN 13F-HR 2/10/2015, 06:07 PM
Q3 2014 16 $846M +$88.4M -$15.2M +$73.2M AAPL, BUD, PCLN, META, AMX 13F-HR 11/13/2014, 11:09 AM
Q2 2014 18 $1.11B +$436M -$9.92M +$426M AAPL, QCOR, MNKKQ, QIHU, BUD 13F-HR 8/13/2014, 05:23 PM
Q1 2014 12 $815M +$177M -$71.3M +$106M AAPL, GOOGLXXXX, QIHU, PCLN, BUD 13F-HR 5/14/2014, 01:17 PM
Q4 2013 21 $1.39B EEM, AAPL, LBTYA, GOOGLXXXX, EQIXXXXX 13F-HR 2/13/2014, 05:28 PM