Valiant Capital Management, L.P. Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$826.8B
Holdings
20
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UBERUBER TECHNOLOGIES INC | 4,147,549 | $173.9B | 21.03% | Call |
| 2 | 0C3ENDEAVOR GROUP HLDGS INC | 2,207,967 | $77.0B | 9.32% | |
| 3 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 325,800 | $57.9B | 7.00% | |
| 4 | AMZNAMAZON COM INC | 15,845 | $52.8B | 6.39% | |
| 5 | PANWPALO ALTO NETWORKS INC | 91,500 | $50.9B | 6.16% | |
| 6 | GOOGALPHABET INC | 16,479 | $47.7B | 5.77% | |
| 7 | CRMSALESFORCE COM INC | 174,000 | $44.2B | 5.35% | |
| 8 | NFLXNETFLIX INC | 70,833 | $42.7B | 5.16% | |
| 9 | ADSKAUTODESK INC | 142,859 | $40.2B | 4.86% | |
| 10 | PTONPELOTON INTERACTIVE INC | 976,100 | $34.9B | 4.22% | |
| 11 | ZZILLOW GROUP INC | 538,823 | $34.4B | 4.16% | |
| 12 | 0KB2HUMANIGEN INC | 6,888,607 | $25.6B | 3.10% | |
| 13 | CPRTCOPART INC | 168,700 | $25.6B | 3.09% | |
| 14 | SHAKSHAKE SHACK INC | 333,088 | $24.0B | 2.91% | |
| 15 | MLNKMERIDIANLINK INC | 1,039,556 | $22.4B | 2.71% | |
| 16 | —RIBBIT LEAP LTD | 2,000,000 | $20.0B | 2.42% | |
| 17 | SDGRSCHRODINGER INC | 549,957 | $19.2B | 2.32% | |
| 18 | FRHCFREEDOM HLDG CORP NEV | 227,471 | $15.8B | 1.91% | |
| 19 | CRSPCRISPR THERAPEUTICS AG | 177,883 | $13.5B | 1.63% | |
| 20 | —RIBBIT LEAP LTD | 400,000 | $4.0B | 0.48% |