Valiant Capital Management, L.P. Q1 2020 Filing

Filed May 13, 2020

Portfolio Value

$962.9B

Holdings

14

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (14 positions)

#StockSharesValue% PortfolioType
1
ZZILLOW GROUP INC
4,229,874$152.4B15.82%Call
2
METAFACEBOOK INC
598,823$99.9B10.37%Call
3
GOOGALPHABET INC
85,510$99.4B10.33%Call
4
AMZNAMAZON COM INC
45,380$88.5B9.19%
5
CRMSALESFORCE COM INC
606,900$87.4B9.07%Call
6
NFLXNETFLIX INC
229,400$86.1B8.95%
7
UBERUBER TECHNOLOGIES INC
2,847,014$79.5B8.25%Call
8
ADSKAUTODESK INC
480,000$74.9B7.78%Call
9
TTWOTAKE-TWO INTERACTIVE SOFTWAR
497,500$59.0B6.13%Call
10
DBXDROPBOX INC
3,248,813$58.8B6.11%Call
11
SDGRSCHRODINGER INC
927,890$40.0B4.16%
12
CRSPCRISPR THERAPEUTICS AG
468,200$19.9B2.06%
13
GDXJVANECK VECTORS ETF TR
457,700$12.9B1.34%
14
SHAKSHAKE SHACK INC
113,993$4.3B0.45%