Valiant Capital Management, L.P. Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$872.2B
Holdings
25
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UBERUBER TECHNOLOGIES INC | 4,147,549 | $148.0B | 16.97% | Call |
| 2 | 0C3ENDEAVOR GROUP HLDGS INC | 2,120,967 | $62.6B | 7.18% | |
| 3 | AMZNAMAZON COM INC | 16,784 | $54.7B | 6.27% | |
| 4 | PANWPALO ALTO NETWORKS INC | 80,900 | $50.4B | 5.77% | |
| 5 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 308,800 | $47.5B | 5.44% | |
| 6 | CRMSALESFORCE COM INC | 218,300 | $46.3B | 5.31% | |
| 7 | NFLXNETFLIX INC | 112,733 | $42.2B | 4.84% | |
| 8 | NOWSERVICENOW INC | 72,341 | $40.3B | 4.62% | |
| 9 | GOOGALPHABET INC | 14,379 | $40.2B | 4.60% | |
| 10 | DASHDOORDASH INC | 323,100 | $37.9B | 4.34% | |
| 11 | ADSKAUTODESK INC | 170,559 | $36.6B | 4.19% | |
| 12 | PTONPELOTON INTERACTIVE INC | 1,354,200 | $35.8B | 4.10% | |
| 13 | ZZILLOW GROUP INC | 697,519 | $34.4B | 3.94% | |
| 14 | BRZEBRAZE INC | 624,559 | $25.9B | 2.97% | |
| 15 | SDGRSCHRODINGER INC | 667,857 | $22.8B | 2.61% | |
| 16 | CPRTCOPART INC | 168,700 | $21.2B | 2.43% | |
| 17 | 0KB2HUMANIGEN INC | 6,888,607 | $20.7B | 2.38% | |
| 18 | —RIBBIT LEAP LTD | 2,000,000 | $19.7B | 2.26% | |
| 19 | MOSMOSAIC CO NEW | 262,200 | $17.4B | 2.00% | |
| 20 | NTRNUTRIEN LTD | 161,800 | $16.8B | 1.93% | |
| 21 | COPXGLOBAL X FDS | 364,100 | $16.6B | 1.90% | |
| 22 | CRSPCRISPR THERAPEUTICS AG | 240,683 | $15.1B | 1.73% | |
| 23 | WEATUSDTEUCRIUM COMMODITY TR | 1,274,074 | $12.6B | 1.44% | |
| 24 | —RIBBIT LEAP LTD | 400,000 | $3.9B | 0.45% | |
| 25 | MLNKMERIDIANLINK INC | 150,050 | $2.7B | 0.31% |