Valiant Capital Management, L.P. Q4 2019 Filing
Filed February 11, 2020
Portfolio Value
$857.5B
Holdings
14
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ZZILLOW GROUP INC | 3,787,134 | $174.0B | 20.29% | Call |
| 2 | UBERUBER TECHNOLOGIES INC | 4,569,933 | $135.9B | 15.85% | |
| 3 | NFLXNETFLIX INC | 209,100 | $67.7B | 7.89% | |
| 4 | AMZNAMAZON COM INC | 34,280 | $63.3B | 7.39% | |
| 5 | METAFACEBOOK INC | 268,123 | $55.0B | 6.42% | |
| 6 | GOOGALPHABET INC | 40,810 | $54.6B | 6.36% | |
| 7 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 405,500 | $49.6B | 5.79% | |
| 8 | PINSPINTEREST INC | 2,644,731 | $49.3B | 5.75% | |
| 9 | ADSKAUTODESK INC | 265,200 | $48.7B | 5.67% | |
| 10 | CRMSALESFORCE COM INC | 290,000 | $47.2B | 5.50% | |
| 11 | BKNGBOOKING HLDGS INC | 22,112 | $45.4B | 5.30% | |
| 12 | DBXDROPBOX INC | 2,181,500 | $39.1B | 4.56% | |
| 13 | CRSPCRISPR THERAPEUTICS AG | 271,700 | $16.5B | 1.93% | |
| 14 | EDITEDITAS MEDICINE INC | 379,800 | $11.2B | 1.31% |