Valiant-Capital-Management-Lp

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GDX",
  "FTAI",
  "AVGO",
  "ABR",
  "AGX",
  "PSIX",
  "WLDN",
  "PWR",
  "MSFT",
  "CORZ",
  "SPY",
  "NVDA",
  "NOW",
  "GLD",
  "TKO",
  "UBER",
  "TLN",
  "TSM",
  "AMZN",
  "TTWO",
  "HDB",
  "VST",
  "Z",
  "CART",
  "KGS",
  "CRM",
  "TAC",
  "RUN",
  "GEV",
  "CRDO",
  "CRWD",
  "IWM",
  "LLY",
  "NFLX"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 34
Total Value: 1347409166
Accession Number: 0000935836-25-000349
Form Type: 13F-HR
CIK: valiant-capital-management-lp
Manager Name: Valiant-Capital-Management-Lp

Data Enrichment

100% identified

34 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

34 positions • $1.3B total value

SEC FilingSEC DataHachi Filing

Manager:

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ZILLOW GROUP, INC.

Z|98954M200

Shares:413.1K

Value:$28.3M

% of Portfolio:2.1% ($28.3M/$1.3B)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:63.0K

Value:$22.2M

% of Portfolio:1.6% ($22.2M/$1.3B)

NETFLIX INC

NFLX|64110L106

Shares:23.6K

Value:$22.0M

% of Portfolio:1.6% ($22.0M/$1.3B)

NVIDIA CORP

NVDA|67066G104

Shares:201.4K

Value:$21.8M

% of Portfolio:1.6% ($21.8M/$1.3B)

TAKE TWO INTERACTIVE SOFTWARE INC

TTWO|874054109

Shares:102.0K

Value:$21.1M

% of Portfolio:1.6% ($21.1M/$1.3B)

ServiceNow, Inc.

NOW|81762P102

Shares:23.6K

Value:$18.8M

% of Portfolio:1.4% ($18.8M/$1.3B)

ELI LILLY & Co

LLY|532457108

Shares:20.6K

Value:$17.0M

% of Portfolio:1.3% ($17.0M/$1.3B)

TRANSALTA CORP

TAC|89346D107

Shares:960.1K

Value:$9.0M

% of Portfolio:0.7% ($9.0M/$1.3B)

Willdan Group, Inc.

WLDN|96924N100

Shares:198.3K

Value:$8.1M

% of Portfolio:0.6% ($8.1M/$1.3B)

Credo Technology Group Holding Ltd

CRDO|G25457105

Shares:144.5K

Value:$5.8M

% of Portfolio:0.4% ($5.8M/$1.3B)

Uber Technologies, Inc

UBER|90353T100

Shares:59.5K

Value:$4.3M

% of Portfolio:0.3% ($4.3M/$1.3B)

Sunrun Inc.

RUN|86771W105

Shares:725.0K

Value:$4.2M

% of Portfolio:0.3% ($4.2M/$1.3B)

Talen Energy Corp

TLN|87422Q109

Shares:5.6K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$1.3B)

POWER SOLUTIONS INTERNATIONAL, INC.

PSIX|73933G202

Shares:43.6K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
ZILLOW GROUP, INC.(Zcusip98954M200)	413.1K	QoQ 0.00% (-0) YoY -19.64% (-101.0K)	All Managers (Combined)	$28.3M	2.1% ($28.3M/$1.3B)	QoQ -7.41% (-$2.3M) YoY +12.94% (-$3.2M)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	63.0K	QoQ 0.00% (+0) YoY -43.34% (-48.2K)	All Managers (Combined)	$22.2M	1.6% ($22.2M/$1.3B)	QoQ +3.04% (+$656.4K) YoY -37.69% (-$13.4M)
NETFLIX INC(NFLXcusip64110L106)	23.6K	QoQ 0.00% (+0) YoY -51.61% (-25.2K)	All Managers (Combined)	$22.0M	1.6% ($22.0M/$1.3B)	QoQ +4.62% (+$971.6K) YoY -25.71% (-$7.6M)
NVIDIA CORP(NVDAcusip67066G104)	201.4K	QoQ 0.00% (-0) YoY +347.58% (-156.4K)	All Managers (Combined)	$21.8M	1.6% ($21.8M/$1.3B)	QoQ -19.29% (-$5.2M) YoY -46.31% (-$18.8M)
TAKE TWO INTERACTIVE SOFTWARE INC(TTWOcusip874054109)	102.0K	QoQ 0.00% (+0) YoY -58.98% (-146.6K)	All Managers (Combined)	$21.1M	1.6% ($21.1M/$1.3B)	QoQ +12.58% (+$2.4M) YoY -42.74% (-$15.8M)
ServiceNow, Inc.(NOWcusip81762P102)	23.6K	QoQ 0.00% (-0) YoY -35.80% (-13.2K)	All Managers (Combined)	$18.8M	1.4% ($18.8M/$1.3B)	QoQ -24.90% (-$6.2M) YoY -32.96% (-$9.3M)
ELI LILLY & Co(LLYcusip532457108)	20.6K	QoQ 0.00% (+0) YoY -57.11% (-27.5K)	All Managers (Combined)	$17.0M	1.3% ($17.0M/$1.3B)	QoQ +6.98% (+$1.1M) YoY -54.47% (-$20.4M)
TRANSALTA CORP(TACcusip89346D107)	960.1K	QoQ NEW(+960.1K) YoY NEW(+960.1K)	All Managers (Combined)	$9.0M	0.7% ($9.0M/$1.3B)	QoQ NEW(+$9.0M) YoY NEW(+$9.0M)
Willdan Group, Inc.(WLDNcusip96924N100)	198.3K	QoQ -1.28% (-2.6K) YoY NEW(+198.3K)	All Managers (Combined)	$8.1M	0.6% ($8.1M/$1.3B)	QoQ +5.53% (-$423.5K) YoY NEW(+$8.1M)
Credo Technology Group Holding Ltd(CRDOcusipG25457105)	144.5K	QoQ 0.00% (-0) YoY -79.33% (-554.6K)	All Managers (Combined)	$5.8M	0.4% ($5.8M/$1.3B)	QoQ -40.24% (-$3.9M) YoY -60.82% (-$9.0M)
Uber Technologies, Inc(UBERcusip90353T100)	59.5K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$4.3M	0.3% ($4.3M/$1.3B)	QoQ +20.78% (+$745.7K) YoY -5.36% (-$245.6K)
Sunrun Inc.(RUNcusip86771W105)	725.0K	QoQ 0.00% (-0) YoY NEW(+725.0K)	All Managers (Combined)	$4.2M	0.3% ($4.2M/$1.3B)	QoQ -36.64% (-$2.5M) YoY NEW(+$4.2M)
Talen Energy Corp(TLNcusip87422Q109)	5.6K	QoQ +4.68% (+252) YoY NEW(+5.6K)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$1.3B)	QoQ +3.74% (+$40.6K) YoY NEW(+$1.1M)
POWER SOLUTIONS INTERNATIONAL, INC.(PSIXcusip73933G202)	43.6K	QoQ +23.00% (+8.2K) YoY NEW(+43.6K)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$1.3B)	QoQ +4.52% (+$47.7K) YoY NEW(+$1.1M)