0000935836-24-000129.txt : 20240213 0000935836-24-000129.hdr.sgml : 20240213 20240213124618 ACCESSION NUMBER: 0000935836-24-000129 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240213 DATE AS OF CHANGE: 20240213 EFFECTIVENESS DATE: 20240213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Valiant Capital Management, L.P. CENTRAL INDEX KEY: 0001452689 ORGANIZATION NAME: 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: 24624050 BUSINESS ADDRESS: STREET 1: 394 PACIFIC AVENUE STREET 2: FLOOR 4 CITY: SAN FRANCISCO STATE: CA ZIP: 94111 BUSINESS PHONE: 415-659-7226 MAIL ADDRESS: STREET 1: 394 PACIFIC AVENUE STREET 2: FLOOR 4 CITY: SAN FRANCISCO STATE: CA ZIP: 94111 FORMER COMPANY: FORMER CONFORMED NAME: Valiant Capital Management ,L.P. DATE OF NAME CHANGE: 20111130 FORMER COMPANY: FORMER CONFORMED NAME: Valiant Capital Management LP DATE OF NAME CHANGE: 20081223 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001452689 XXXXXXXX 12-31-2023 12-31-2023 false Valiant Capital Management, L.P.

394 Pacific Avenue Floor 4 San Francisco CA 94111

13F HOLDINGS REPORT 028-13282 000158071 801-73911 N Michaela Beckman 415-659-7226 Michaela Beckman San Francisco CA 02-13-2024 1 26 2042811266 1 0001794058 000306987 Valiant Peregrine Management, L.L.C. INFORMATION TABLE 2 infotable.xml ADVANCED MICRO DEVICES INC COM 007903107 44562043 302300 SH SOLE 302300 0 0 AMAZON COM INC COM 023135106 40554153 266909 SH SOLE 266909 0 0 COPART INC COM 217204106 19531400 398600 SH SOLE 398600 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 44732064 175200 SH SOLE 175200 0 0 DECKERS OUTDOOR CORP COM 243537107 31750425 47500 SH SOLE 47500 0 0 ELI LILLY & CO COM 532457108 28038452 48100 SH SOLE 48100 0 0 ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109 19325095 814374 SH SOLE 814374 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 303044800 740000 SH Put SOLE 0 0 740000 ISHARES TR 20 YR TR BD ETF 464287432 294217440 2975500 SH Call SOLE 0 0 2975500 ISHARES TR RUSSELL 2000 ETF 464287655 183248230 913000 SH Call SOLE 0 0 913000 ISHARES TR RUSSELL 2000 ETF 464287655 203720650 1015000 SH Put SOLE 0 0 1015000 MAPLEBEAR INC COM 565394103 99776368 4251230 SH SOLE 4251230 0 0 MAPLEBEAR INC COM 565394103 92696924 3949592 SH DFND 1 3949592 0 0 MICROSOFT CORP COM 594918104 64339692 171098 SH SOLE 171098 0 0 NETFLIX INC COM 64110L106 30153939 61933 SH SOLE 61933 0 0 NVIDIA CORPORATION COM 67066G104 11687192 23600 SH SOLE 23600 0 0 PALO ALTO NETWORKS INC COM 697435105 43583264 147800 SH SOLE 147800 0 0 SALESFORCE INC COM 79466L302 51716483 196536 SH SOLE 196536 0 0 SCHLUMBERGER LTD COM STK 806857108 24833488 477200 SH SOLE 477200 0 0 SERVICENOW INC COM 81762P102 29888766 42306 SH SOLE 42306 0 0 SPDR GOLD TR GOLD SHS 78463V107 256167800 1340000 SH Call SOLE 0 0 1340000 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 45806370 284600 SH SOLE 284600 0 0 UBER TECHNOLOGIES INC COM 90353T100 8368841 135924 SH SOLE 135924 0 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 29319955 945500 SH SOLE 945500 0 0 WW INTL INC COM 98262P101 8979810 1026264 SH SOLE 1026264 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 32767622 566326 SH SOLE 566326 0 0