Loading…
CIK 0001452689 • 6 13F filings • May 15, 2025 – Aug 14, 2026
Import this data to Google Sheets with:
=jivedata("valiant-capital-management-l-p","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $35.9M | 2.0%Prev: 2.4% | 155,404 SH | Increased-6,311 SH |
| ARGAN INC | COM | $42.1M | 2.4%Prev: 4.7% | 134,273 SH | Decreased-120,327 SH |
| BROADCOM INC | COM | $48.0M | 2.7%Prev: 3.5% | 138,802 SH | Decreased-13,702 SH |
| CORE SCIENTIFIC INC NEW | COM | $148.0M | 8.4%Prev: 12.7% | 10,166,424 SH | Decreased-146,679 SH |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | $14.7M | 0.8%Prev: 1.1% | 101,853 SH | Decreased-10,056 SH |
| CROWDSTRIKE HLDGS INC | CL A | $22.9M | 1.3%Prev: 1.8% | 48,776 SH | Decreased-4,815 SH |
| ELI LILLY & CO | COM | $28.5M | 1.6%Prev: 2.1% | 26,526 SH | Decreased-13,691 SH |
| GE VERNOVA INC | COM | $66.4M | 3.8%Prev: 4.6% | 101,637 SH | Decreased-7,580 SH |
| GUARDIAN PHARMACY SVCS INC | CL A | $37.1M | 2.1%Prev: 1.9% | 1,232,463 SH | Increased+167,741 SH |
| HDFC BANK LTD | SPONSORED ADS | $41.0M | 2.3%Prev: 2.5% | 1,122,032 SH | Increased+60,636 SH |
| INVESCO QQQ TR | UNIT SER 1 | $344.0M | 19.5% | 560,000 SH | New |
| ISHARES TR | RUSSELL 2000 ETF | $161.8M | 9.2%Prev: 7.0% | 657,301 SH | Increased+234,444 SH |
| MICROSOFT CORP | COM | $35.1M | 2.0%Prev: 2.7% | 72,655 SH | Decreased-2,951 SH |
| NETFLIX INC | COM | $17.4M | 1.0%Prev: 1.6% | 185,880 SH | Decreased+166,537 SH |
| NVIDIA CORPORATION | COM | $26.5M | 1.5%Prev: 1.9% | 141,979 SH | Decreased-5,814 SH |
| POWER SOLUTIONS INTL INC | COM NEW | $2.3M | 0.1%Prev: 0.3% | 40,401 SH | Decreased+1,475 SH |
| PROPETRO HLDG CORP | COM | $34.9M | 2.0% | 3,668,820 SH | New |
| QUANTA SVCS INC | COM | $29.7M | 1.7%Prev: 2.1% | 70,381 SH | Decreased-3,332 SH |
| RH | COM | $32.7M | 1.9%Prev: 1.5% | 182,765 SH | Increased+74,265 SH |
| SALESFORCE INC | COM | $24.7M | 1.4%Prev: 1.7% | 93,336 SH | Increased-9,214 SH |
| SERVICENOW INC | COM | $13.9M | 0.8%Prev: 1.3% | 90,666 SH | Decreased+70,742 SH |
| SOLARIS ENERGY INFRAS INC | COM CL A | $33.8M | 1.9% | 734,499 SH | New |
| SPDR GOLD TR | GOLD SHS | $42.0M | 2.4%Prev: 8.0% | 106,100 SH | Decreased-219,200 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $161.8M | 9.2%Prev: 7.1% | 237,326 SH | Increased+82,824 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $136.2M | 7.7%Prev: 9.5% | 448,200 SH | Decreased-44,200 SH |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | $34.2M | 1.9%Prev: 2.6% | 133,495 SH | Decreased-13,177 SH |
| TKO GROUP HOLDINGS INC | CL A | $41.2M | 2.3%Prev: 3.0% | 196,917 SH | Decreased-19,438 SH |
| UBER TECHNOLOGIES INC | COM | $4.9M | 0.3%Prev: 0.4% | 59,464 SH | Decreased |
| VANECK ETF TRUST | GOLD MINERS ETF | $39.8M | 2.3%Prev: 2.7% | 464,104 SH | Increased-45,812 SH |
| VISTRA CORP | COM | $28.9M | 1.6%Prev: 2.6% | 178,927 SH | Decreased-16,016 SH |
| WILLDAN GROUP INC | COM | $15.8M | 0.9%Prev: 1.1% | 152,531 SH | Increased-7,712 SH |
| ZILLOW GROUP INC | CL C CAP STK | $21.7M | 1.2%Prev: 1.9% | 318,443 SH | Decreased-31,434 SH |
| 13F-HR |
| 0000935836-26-000404 |
| $2.48B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0000935836-25-000503 | $1.83B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0000935836-26-000259 | $1.74B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0000935836-25-000349 | $1.37B | View |