Valiant Capital Management, L.P.
Valiant Capital Management, L.P. reported 29 holdings worth US$2.48B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Valiant Capital Management, L.P. reported 29 holdings worth US$2.48B as of Jun 30, 2026. Largest: Core Scientific, Inc., Solaris Energy Infrastructure, Inc. and Ge Vernova Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 29
- Value as reported
- US$2.48B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Core Scientific, Inc. | 7.47M | US$191M | 7.7% |
| Solaris Energy Infrastructure, Inc. | 1.6M | US$129M | 5.2% |
| Ge Vernova Inc. | 97,612 | US$115M | 4.6% |
| Terawulf Inc. | 2.9M | US$71.5M | 2.9% |
| Propetro Holding Corp. | 4.24M | US$60.8M | 2.5% |
| Guardian Pharmacy Services, Inc. | 1.19M | US$49.7M | 2.0% |
| Rh | 301K | US$49.6M | 2.0% |
| Quanta Services, Inc. | 68,275 | US$49.2M | 2.0% |
| Broadcom Inc. | 127K | US$47.8M | 1.9% |
| Amazon.com, Inc. | 155K | US$37M | 1.5% |
| Tko Group Holdings, Inc. | 180K | US$36.3M | 1.5% |
| Crowdstrike Holdings, Inc. | 44,576 | US$34M | 1.4% |
| Take-two Interactive Software, Inc. | 122K | US$30.5M | 1.2% |
| Eli Lilly And Company | 24,286 | US$29.1M | 1.2% |
| Hdfc Bank Limited | 1.03M | US$26.5M | 1.1% |
| Nvidia Corporation | 130K | US$25.9M | 1.0% |
| Credo Technology Group Holding Ltd | 93,353 | US$25.4M | 1.0% |
| Microsoft Corp. | 66,415 | US$24.8M | 1.00% |
| Zillow Group, Inc. | 473K | US$14.9M | 0.60% |
| Babcock & Wilcox Enterprises, Inc. | 550K | US$7.75M | 0.31% |
| Uber Technologies, Inc. | 59,464 | US$4.29M | 0.17% |
| Power Solutions International, Inc. | 81,674 | US$3.18M | 0.13% |
| Argan, Inc. | 0 | US$0 | 0.00% |
| Forgent Power Solutions, Inc. | 0 | US$0 | 0.00% |
| Salesforce, Inc. | 0 | US$0 | 0.00% |
| Servicenow, Inc. | 0 | US$0 | 0.00% |
| Willdan Group, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
Related