Valiant Capital Management, L.P. Q3 2021 Filing
Filed November 15, 2021
Portfolio Value
$1.0T
Holdings
23
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UBERUBER TECHNOLOGIES INC | 4,147,549 | $185.8B | 17.97% | Call |
| 2 | ZZILLOW GROUP INC | 1,081,623 | $95.3B | 9.22% | |
| 3 | NFLXNETFLIX INC | 102,800 | $62.7B | 6.07% | |
| 4 | CRMSALESFORCE COM INC | 214,300 | $58.1B | 5.62% | |
| 5 | AMZNAMAZON COM INC | 17,480 | $57.4B | 5.55% | |
| 6 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 362,000 | $55.8B | 5.39% | |
| 7 | GOOGALPHABET INC | 20,589 | $54.9B | 5.31% | |
| 8 | PTONPELOTON INTERACTIVE INC | 535,200 | $46.6B | 4.51% | |
| 9 | ADSKAUTODESK INC | 162,000 | $46.2B | 4.47% | |
| 10 | DBXDROPBOX INC | 1,485,613 | $43.4B | 4.20% | |
| 11 | 0C3ENDEAVOR GROUP HLDGS INC | 1,475,000 | $42.3B | 4.09% | |
| 12 | 0KB2HUMANIGEN INC | 7,074,220 | $42.0B | 4.06% | |
| 13 | SHAKSHAKE SHACK INC | 473,174 | $37.1B | 3.59% | |
| 14 | SDGRSCHRODINGER INC | 660,457 | $36.1B | 3.49% | |
| 15 | CRSPCRISPR THERAPEUTICS AG | 307,700 | $34.4B | 3.33% | |
| 16 | MLNKMERIDIANLINK INC | 1,200,000 | $26.8B | 2.60% | |
| 17 | PANWPALO ALTO NETWORKS INC | 55,000 | $26.3B | 2.55% | |
| 18 | CPRTCOPART INC | 168,700 | $23.4B | 2.26% | |
| 19 | —RIBBIT LEAP LTD | 2,000,000 | $20.2B | 1.96% | |
| 20 | ROOTGBPROOT INC | 2,916,200 | $15.4B | 1.49% | |
| 21 | OCGNOCUGEN INC | 1,581,700 | $11.4B | 1.10% | |
| 22 | FRHCFREEDOM HLDG CORP NEV | 129,571 | $8.1B | 0.79% | |
| 23 | —RIBBIT LEAP LTD | 400,000 | $4.0B | 0.39% |