-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, HUaY5jekFbWiR+8BoM4Xj3WfDEAlE02sm3QsTKETQVbSbVvW4NR4YjN7daSc45wb OUlrfvcVsUTuGirpIA8u1g== 0001140361-10-043690.txt : 20101104 0001140361-10-043690.hdr.sgml : 20101104 20101104165819 ACCESSION NUMBER: 0001140361-10-043690 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20100930 FILED AS OF DATE: 20101104 DATE AS OF CHANGE: 20101104 EFFECTIVENESS DATE: 20101104 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Valiant Capital Management LP CENTRAL INDEX KEY: 0001452689 IRS NUMBER: 262303018 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13282 FILM NUMBER: 101165646 BUSINESS ADDRESS: STREET 1: ONE MARKET STREET STREET 2: STEUART TOWER SUITE 2625 CITY: SAN FRANCISCO STATE: CA ZIP: 94105 BUSINESS PHONE: 415 659-7217 MAIL ADDRESS: STREET 1: ONE MARKET STREET STREET 2: STEUART TOWER SUITE 2625 CITY: SAN FRANCISCO STATE: CA ZIP: 94105 13F-HR 1 form13fhr.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: 9/30/2010 Check here if Amendment []; Amendment Number: ------- This Amendment (Check only one.): [] is a restatement. [] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Valiant Capital Management, L.P. Address: One Market Street Steuart Tower, Suite 2625 San Francisco, CA 94105 Form 13F File Number: 28-13282 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Persons Signing this Report on Behalf of Reporting Manager: Name: Ralph J. Long, Jr. Title: Chief Operating Officer Phone: (415) 659-7217 Signature, Place, and Date of Signing: /s/ Ralph J. Long San Francisco, CA 11/4/2010 - --------------------------------- --------------------------------- ---------- [Signature] [City, State] [Date] Report Type (Check only one): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 16 Form 13F Information Table Value Total: $ 527,540 -------------- (In Thousands) List of Other Included Managers: Provide a numbered list of the name(s) and 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. NONE
FORM 13F INFORMATION TABLE COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 - ------------------------------ ------------------- --------- -------- ------------------ ---------- -------- --------------------- VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE - ------------------------------ ------------------- --------- -------- --------- --- ---- ---------- -------- --------- ------ ---- APPLE INC COM 037833100 44,607 157,206 SOLE 157,206 0 0 ADOBE SYSTEMS INC COM 00724F101 24,717 945,202 SOLE 945,202 0 0 BAIDU ADR Sponsored ADR REP A 056752108 42,745 416,533 SOLE 416,533 0 0 CITRIX SYSTEMS INC COM 177376100 43,850 642,585 SOLE 642,585 0 0 DINEEQUITY COM 254423106 10,959 243,647 SOLE 243,647 0 0 DIRECTV COM 25490A101 38,403 922,474 SOLE 922,474 0 0 FOMENTO ECONOMICO MEXICANO SAB Sponsored ADR UNITS 344419106 31,407 619,099 SOLE 619,099 0 0 GOOGLE INC COM 38259P508 54,042 102,783 SOLE 102,783 0 0 HEALTH NET INC COM 42222G108 47,306 1,739,814 SOLE 1,739,814 0 0 IAC/INTERACTIVE COM 44919P508 37,276 1,418,949 SOLE 1,418,949 0 0 LIBERTY GLOBAL INC COM 530555101 38,631 1,253,861 SOLE 1,253,861 0 0 MDS INC COM 55269P302 42,984 4,255,796 SOLE 4,255,796 0 0 PENN VA CORP COM 707882106 21,905 1,365,620 SOLE 1,365,620 0 0 SCHWAB CHARLES NEW COM 808513105 32,492 2,337,544 SOLE 2,337,544 0 0 VERMILLIOM INC COM 92407M206 1,342 243,151 SOLE 243,151 0 0 WELLCARE HEALTH PLANS INC COM 94946T106 14,874 513,602 SOLE 513,602 0 0
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