First seen by DFX
Sep 12, 2026
date not stated
Valiant Capital Management, L.P. found on the SEC adviser roster (client_description)
Valiant Capital Management, L.P. reported $1,740,814,740 across 34 13(f) positions for the quarter ended 2026-03-31
Valiant Capital Management, L.P. increased Ishares Tr 657,301 -> 907,801 shares ($161,801,214 -> $225,134,648)
Valiant Capital Management, L.P. opened a $130,168,750 position in Amazon Com Inc (625,000 shares)
Valiant Capital Management, L.P. increased Rh 182,765 -> 301,276 shares ($32,742,350 -> $42,124,410)
Valiant Capital Management, L.P. exited Invesco Qqq Tr (was $344,013,600, 560,000 shares)
Valiant Capital Management, L.P. increased Zillow Group Inc 318,443 -> 473,329 shares ($21,724,181 -> $19,586,354)
Valiant Capital Management, L.P. opened a $38,712,000 position in Carlyle Group Inc (800,000 shares)
Valiant Capital Management, L.P. increased Core Scientific Inc New 3,830,000 -> 6,407,700 shares ($55,764,800 -> $95,859,192)
Valiant Capital Management, L.P. increased Spdr S&p 500 Etf Tr 237,326 -> 346,326 shares ($161,837,346 -> $225,229,651)
Valiant Capital Management, L.P. exited Vistra Corp (was $28,866,292, 178,927 shares)
Valiant Capital Management, L.P. increased Solaris Energy Infras Inc 734,499 -> 1,119,503 shares ($33,764,919 -> $63,263,115)
Valiant Capital Management, L.P. increased Power Solutions Intl Inc 40,401 -> 69,388 shares ($2,308,514 -> $4,224,342)
Valiant Capital Management, L.P. opened a $47,910,600 position in Apollo Global Mgmt Inc (430,000 shares)
Valiant Capital Management, L.P. exited Spdr Gold Tr (was $42,048,491, 106,100 shares)
Valiant Capital Management, L.P. opened a $19,092,500 position in Ares Management Corporation (175,000 shares)
Valiant Capital Management, L.P. reduced Argan Inc 134,273 -> 59,243 shares ($42,070,416 -> $32,266,700)
Valiant Capital Management, L.P. opened a $2,927,000 position in Forgent Power Solutions Inc (100,000 shares)
Valiant Capital Management, L.P. exited Netflix Inc (was $17,428,109, 185,880 shares)
Valiant Capital Management, L.P. reported $1,767,916,857 across 33 13(f) positions for the quarter ended 2025-12-31
Valiant Capital Management, L.P. exited Firefly Aerospace Inc (was $3,518,400, 120,000 shares)
Valiant Capital Management, L.P. exited Coreweave Inc (was $51,318,750, 375,000 shares)
Valiant Capital Management, L.P. reduced Spdr Gold Tr 325,300 -> 106,100 shares ($115,634,391 -> $42,048,491)
Valiant Capital Management, L.P. opened a $33,764,919 position in Solaris Energy Infras Inc (734,499 shares)
Valiant Capital Management, L.P. opened a $34,890,478 position in Propetro Hldg Corp (3,668,820 shares)
Valiant Capital Management, L.P. increased Netflix Inc 19,343 -> 185,880 shares ($23,190,710 -> $17,428,109)
Valiant Capital Management, L.P. increased Ishares Tr 422,857 -> 657,301 shares ($102,314,480 -> $161,801,214)
Valiant Capital Management, L.P. opened a $344,013,600 position in Invesco Qqq Tr (560,000 shares)
Valiant Capital Management, L.P. reduced Argan Inc 254,600 -> 134,273 shares ($68,754,730 -> $42,070,416)
Valiant Capital Management, L.P. increased Rh 108,500 -> 182,765 shares ($22,042,860 -> $32,742,350)
Valiant Capital Management, L.P. increased Spdr S&p 500 Etf Tr 154,502 -> 237,326 shares ($102,926,142 -> $161,837,346)
Valiant Capital Management, L.P. increased Servicenow Inc 19,924 -> 90,666 shares ($18,335,659 -> $13,889,125)
Valiant Capital Management, L.P. reduced ELI Lilly & Co 40,217 -> 26,526 shares ($30,685,571 -> $28,506,962)
Valiant Capital Management, L.P. reported $1,453,427,821 across 32 13(f) positions for the quarter ended 2025-09-30
Valiant Capital Management, L.P. reduced Quanta Svcs Inc 111,220 -> 73,713 shares ($42,050,058 -> $30,548,142)
Valiant Capital Management, L.P. reduced GE Vernova Inc 162,153 -> 109,217 shares ($85,803,260 -> $67,157,533)
Valiant Capital Management, L.P. opened a $3,518,400 position in Firefly Aerospace Inc (120,000 shares)
Valiant Capital Management, L.P. opened a $51,318,750 position in Coreweave Inc (375,000 shares)
Valiant Capital Management, L.P. reduced Broadcom Inc 234,740 -> 152,504 shares ($64,706,081 -> $50,312,595)
Valiant Capital Management, L.P. reduced Argan Inc 389,615 -> 254,600 shares ($85,902,315 -> $68,754,730)