0000935836-24-000520.txt : 20240814 0000935836-24-000520.hdr.sgml : 20240814 20240814114029 ACCESSION NUMBER: 0000935836-24-000520 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240814 DATE AS OF CHANGE: 20240814 EFFECTIVENESS DATE: 20240814 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: 241205548 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 06-30-2024 06-30-2024 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 08-12-2024 1 34 1875246979 1 0001794058 000306987 Valiant Peregrine Management, L.L.C. INFORMATION TABLE 2 infotable.xml ADVANCED MICRO DEVICES INC COM 007903107 34178945 210708 SH SOLE 210708 0 0 AMAZON COM INC COM 023135106 44282658 229147 SH SOLE 229147 0 0 BLOOM ENERGY CORP COM CL A 093712107 6685366 546190 SH SOLE 546190 0 0 BROADCOM INC COM 11135F101 39690307 24721 SH SOLE 24721 0 0 CONSTELLATION ENERGY CORP COM 21037T109 24032400 120000 SH Call SOLE 0 0 120000 CONSTELLATION ENERGY CORP COM 21037T109 31274964 156164 SH SOLE 156164 0 0 CORE SCIENTIFIC INC NEW COM 21874A106 42353400 4554129 SH SOLE 4554129 0 0 CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 13965861 437253 SH SOLE 437253 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 31767984 82904 SH SOLE 82904 0 0 ELI LILLY & CO COM 532457108 41701803 46060 SH SOLE 46060 0 0 ELI LILLY & CO COM 532457108 117699400 130000 SH Put SOLE 0 0 130000 INVESCO QQQ TR UNIT SER 1 46090E103 198830650 415000 SH Put SOLE 0 0 415000 IRIS ENERGY LTD ORDINARY SHARES Q4982L109 28472861 2521954 SH SOLE 2521954 0 0 ISHARES TR 20 YR TR BD ETF 464287432 229450000 2500000 SH Call SOLE 0 0 2500000 ISHARES TR ISHARES SEMICDTR 464287523 101118300 410000 SH Put SOLE 0 0 410000 MAPLEBEAR INC COM 565394103 136178916 4237054 SH SOLE 4237054 0 0 MAPLEBEAR INC COM 565394103 43333559 1348275 SH DFND 1 1348275 0 0 MICROSOFT CORP COM 594918104 59748276 133680 SH SOLE 133680 0 0 NABORS INDUSTRIES LTD SHS G6359F137 14868597 208946 SH SOLE 208946 0 0 NETFLIX INC COM 64110L106 30772503 45597 SH SOLE 45597 0 0 NVIDIA CORPORATION COM 67066G104 28607169 231562 SH SOLE 231562 0 0 OKLO INC COM CL A 02156V109 7743232 914195 SH SOLE 914195 0 0 SALESFORCE INC COM 79466L302 31879629 123997 SH SOLE 123997 0 0 SERVICENOW INC COM 81762P102 27729331 35249 SH SOLE 35249 0 0 SPDR GOLD TR GOLD SHS 78463V107 116105400 540000 SH Call SOLE 0 0 540000 SPDR SER TR S&P REGL BKG 78464A698 73650000 1500000 SH Put SOLE 0 0 1500000 STRIDE INC COM 86333M108 103635000 1470000 SH Put SOLE 0 0 1470000 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 62571600 360000 SH Call SOLE 0 0 360000 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 31268106 201094 SH SOLE 201094 0 0 TKO GROUP HOLDINGS INC CL A 87256C101 44611425 413107 SH SOLE 413107 0 0 UBER TECHNOLOGIES INC COM 90353T100 4321844 59464 SH SOLE 59464 0 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 26444228 779376 SH SOLE 779376 0 0 WESTERN DIGITAL CORP. COM 958102105 23453467 309535 SH SOLE 309535 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 22819798 491912 SH SOLE 491912 0 0