13F-HR 1 form13fhr.txt NONE UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: 3/31/2013 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 submission. 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, Jr. San Francisco, CA 5/7/2013 --------------------------------- --------------------------------- ---------- [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: 15 Form 13F Information Table Value Total: $ 894,552 -------------- (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 ------------------------------ ------------------- --------- -------- --------- --- ---- ---------- -------- --------- ------ ---- ANHEUSER BUSCH INBEV Sponsored ADR 03524A108 89,446 898,500 SOLE 898,500 0 0 APPLE INC COM 037833100 138,786 313,527 SOLE 313,527 0 0 BAIDU ADR Sponsored ADR REP A 056752108 71,476 815,000 SOLE 815,000 0 0 DINEEQUITY COM 254423106 35,061 509,686 SOLE 509,686 0 0 FACEBOOK INC COM CL A 30303M102 1,562 61,061 SOLE 61,061 0 0 FOMENTO ECONOMICO MEXICANO SAB Sponsored ADR UNITS 344419106 64,859 571,447 SOLE 571,447 0 0 GOOGLE INC COM 38259P508 101,844 128,237 SOLE 128,237 0 0 LIBERTY GLOBAL INC COM 530555101 92,455 1,259,951 SOLE 1,259,951 0 0 OPENTABLE INC COM 68372A104 44,932 713,425 SOLE 713,425 0 0 PRICELINE INC COM 741503403 62,227 90,425 SOLE 90,425 0 0 QUALCOMM INC COM 747525103 53,850 804,448 SOLE 804,448 0 0 SCHWAB CHARLES NEW COM 808513105 65,871 3,723,636 SOLE 3,723,636 0 0 SPDR S&P 500 ETF TRUST TR UNITS 78462F103 4,308 27,500 SOLE 27,500 0 0 VERMILLIOM INC COM 92407M206 292 243,151 SOLE 243,151 0 0 VISA INC COM CL A 92826C839 67,583 397,920 SOLE 397,920 0 0