Valiant Capital Management, L.P. Q2 2021 Filing
Filed August 16, 2021
Portfolio Value
$1.3T
Holdings
21
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UBERUBER TECHNOLOGIES INC | 4,147,549 | $207.9B | 15.61% | Call |
| 2 | ZZILLOW GROUP INC | 1,081,623 | $132.2B | 9.93% | |
| 3 | 0KB2HUMANIGEN INC | 7,074,220 | $123.0B | 9.23% | |
| 4 | PTONPELOTON INTERACTIVE INC | 695,600 | $86.3B | 6.48% | |
| 5 | NFLXNETFLIX INC | 152,300 | $80.4B | 6.04% | |
| 6 | GOOGALPHABET INC | 30,740 | $77.0B | 5.78% | |
| 7 | AMZNAMAZON COM INC | 21,480 | $73.9B | 5.55% | |
| 8 | CRMSALESFORCE COM INC | 277,700 | $67.8B | 5.09% | |
| 9 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 362,000 | $64.1B | 4.81% | |
| 10 | ADSKAUTODESK INC | 216,700 | $63.3B | 4.75% | |
| 11 | DBXDROPBOX INC | 2,033,613 | $61.6B | 4.63% | |
| 12 | SHAKSHAKE SHACK INC | 473,174 | $50.6B | 3.80% | |
| 13 | SDGRSCHRODINGER INC | 660,457 | $49.9B | 3.75% | |
| 14 | CRSPCRISPR THERAPEUTICS AG | 307,700 | $49.8B | 3.74% | |
| 15 | 0C3ENDEAVOR GROUP HLDGS INC | 1,475,000 | $40.9B | 3.07% | |
| 16 | ROOTGBPROOT INC | 2,916,200 | $31.6B | 2.37% | |
| 17 | CPRTCOPART INC | 168,700 | $22.2B | 1.67% | |
| 18 | —RIBBIT LEAP LTD | 2,000,000 | $21.4B | 1.61% | |
| 19 | OCGNOCUGEN INC | 1,581,700 | $12.7B | 0.95% | |
| 20 | WKHSEURWORKHORSE GROUP INC | 664,600 | $11.0B | 0.83% | |
| 21 | —RIBBIT LEAP LTD CLASS A WTS | 400,000 | $4.3B | 0.32% |