Valiant Capital Management, L.P. Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$1.0T
Holdings
16
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ZZILLOW GROUP INC | 2,053,374 | $118.3B | 11.76% | |
| 2 | AMZNAMAZON COM INC | 37,080 | $102.3B | 10.17% | |
| 3 | NFLXNETFLIX INC | 189,300 | $86.1B | 8.56% | |
| 4 | SDGRSCHRODINGER INC | 927,890 | $85.0B | 8.44% | |
| 5 | ADSKAUTODESK INC | 337,500 | $80.7B | 8.02% | |
| 6 | METAFACEBOOK INC | 338,123 | $76.8B | 7.63% | |
| 7 | GOOGALPHABET INC | 50,010 | $70.7B | 7.03% | |
| 8 | CRMSALESFORCE COM INC | 360,200 | $67.5B | 6.71% | |
| 9 | UBERUBER TECHNOLOGIES INC | 2,147,014 | $66.7B | 6.63% | |
| 10 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 405,500 | $56.6B | 5.62% | |
| 11 | DBXDROPBOX INC | 2,320,213 | $50.5B | 5.02% | |
| 12 | PTONPELOTON INTERACTIVE INC | 845,700 | $48.9B | 4.86% | |
| 13 | SHAKSHAKE SHACK INC | 703,574 | $37.3B | 3.70% | |
| 14 | CRSPCRISPR THERAPEUTICS AG | 468,200 | $34.4B | 3.42% | |
| 15 | GDXJVANECK VECTORS ETF TR | 457,700 | $22.7B | 2.26% | |
| 16 | —HERTZ GLOBAL HLDGS INC | 1,242,144 | $1.8B | 0.17% |