Valiant Capital Management, L.P. Q2 2017 Filing

Filed August 10, 2017

Portfolio Value

$1.8T

Holdings

16

Report Date

Q2 2017

Filing Type

13F-HR

All Holdings (16 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
4,464,000$642.9B35.72%Call
2
POWERSHARES QQQ TRUST
2,200,000$302.8B16.83%Put
3
IWMISHARES TR
1,100,000$155.0B8.61%Put
4
EEMISHARES TR
2,500,000$103.5B5.75%Put
5
ZZILLOW GROUP INC
1,490,756$73.1B4.06%
6
METAFACEBOOK INC
479,623$72.4B4.02%
7
AMZNAMAZON COM INC
73,850$71.5B3.97%
8
GOOGALPHABET INC
71,380$64.9B3.60%
9
BKNGPRICELINE GRP INC
33,942$63.5B3.53%
10
QSRRESTAURANT BRANDS INTL INC
949,300$59.4B3.30%
11
KHCKRAFT HEINZ CO
605,100$51.8B2.88%
12
LBTYBLIBERTY GLOBAL PLC
1,549,348$48.3B2.68%
13
LNGCHENIERE ENERGY INC
876,289$42.7B2.37%
14
CRTOCRITEO S A
602,100$29.5B1.64%Put
15
SNAPSNAP INC
671,100$11.9B0.66%
16
GDXJVANECK VECTORS ETF TR
197,500$6.6B0.37%