13F Filings History of Valiant Capital Management, L.P.

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$1,189,886,468
Signature - Title
Michaela Beckman - Chief Compliance Officer
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by Valiant Capital Management, L.P.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Valiant Capital Management, L.P. reported 29 stock holdings with total value $1,189,886,468 as of Q4 2025. Top holdings included SPY, IWM, CORZ, GEV, and AVGO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 29 $1,189,886,468 +$229,948,773 -$96,177,327 +$133,771,446 SPY, IWM, CORZ, GEV, AVGO 13F-HR 17 Feb 2026, 11:43
Q3 2025 28 $1,080,242,084 +$73,617,272 -$376,086,130 -$302,468,858 CORZ, SPY, IWM, AGX, GEV 13F-HR 14 Nov 2025, 12:22
Q2 2025 29 $1,296,978,079 +$149,535,163 -$74,969,892 +$74,565,271 IWM, SPY, AGX, GEV, CORZ 13F-HR 14 Aug 2025, 10:58
Q1 2025 29 $927,164,329 +$266,660,919 -$9,649,823 +$257,011,096 SPY, IWM, AGX, CART, TKO 13F-HR 15 May 2025, 12:32
Q4 2024 27 $747,449,486 +$137,761,735 -$205,182,880 -$67,421,145 CORZ, CART, AGX, AVGO, TKO 13F-HR 14 Feb 2025, 13:14
Q3 2024 23 $731,695,036 +$130,888,514 -$293,625,013 -$162,736,499 CART, CORZ, MSFT, TKO, AVGO 13F-HR 14 Nov 2024, 11:14
Q2 2024 24 $848,154,229 +$192,283,901 -$157,785,276 +$34,498,625 CART, MSFT, TKO, AMZN, CORZ 13F-HR 14 Aug 2024, 11:40
Q1 2024 24 $848,945,228 +$136,950,831 -$278,235,182 -$141,284,351 CART, MSFT, CRM, AMZN, AMD 13F-HR 15 May 2024, 12:29
Q4 2023 20 $802,412,346 +$44,291,908 -$136,747,711 -$92,455,803 CART, MSFT, CRM, TTWO, CRWD 13F-HR 13 Feb 2024, 12:46
Q3 2023 25 $835,964,441 +$331,002,821 -$167,177,767 +$163,825,054 CART, MSFT, TTWO, AMZN, CRM 13F-HR 14 Nov 2023, 14:10
Q2 2023 24 $702,242,269 +$151,240,134 -$104,864,747 +$46,375,387 MSFT, CRM, AMZN, PANW, WWE 13F-HR 14 Aug 2023, 14:31
Q1 2023 21 $574,758,315 +$264,222,636 -$179,674,540 +$84,548,096 EDR, CRM, MSFT, PANW, AMZN 13F-HR 15 May 2023, 12:12
Q4 2022 16 $418,297,701 +$20,248,909 -$126,063,822 -$105,814,913 EDR, GOOG, CHGG, NFLX, UBER 13F-HR 13 Feb 2023, 12:44
Q3 2022 21 $548,891,000 +$85,168,747 -$123,351,783 -$38,183,036 EDR, GOOG, AMZN, UBER, CRM 13F-HR 14 Nov 2022, 16:03
Q2 2022 26 $643,857,000 +$168,429,828 -$56,550,611 +$111,879,217 EDR, GOOG, TTWO, AMZN, CHGG 13F-HR 15 Aug 2022, 12:09
Q1 2022 25 $771,964,000 +$227,320,012 -$73,553,267 +$153,766,745 EDR, AMZN, UBER, PANW, TTWO 13F-HR 16 May 2022, 10:20
Q4 2021 20 $709,565,000 +$83,568,174 -$191,400,773 -$107,832,599 EDR, UBER, TTWO, AMZN, PANW 13F-HR 14 Feb 2022, 09:59
Q3 2021 1 $29,865,000 $0 $0 $0 EDR New Holdings 25 Feb 2022, 18:46
Q3 2021 23 $896,492,000 +$61,313,000 -$156,626,903 -$95,313,903 Z, UBER, NFLX, CRM, AMZN 13F-HR 15 Nov 2021, 15:51
Q2 2021 21 $1,192,321,000 +$87,021,735 -$95,259,721 -$8,237,986 Z, HGEN, PTON, NFLX, GOOG 13F-HR 16 Aug 2021, 14:13
Q1 2021 19 $1,165,869,000 +$22,160,000 -$154,254,306 -$132,094,306 Z, HGEN, GOOG, NFLX, UBER 13F-HR 17 May 2021, 16:10
Q4 2020 20 $1,325,812,000 +$98,334,000 -$455,193,740 -$356,859,740 Z, HGEN, PTON, AMZN, ADSK 13F-HR 16 Feb 2021, 13:24
Q3 2020 20 $1,347,505,000 +$194,408,159 -$24,444,000 +$169,964,159 Z, AMZN, NFLX, CRM, META 13F-HR 16 Nov 2020, 13:27
Q2 2020 16 $1,006,193,000 +$81,842,708 -$193,519,694 -$111,676,986 Z, AMZN, NFLX, SDGR, ADSK 13F-HR 14 Aug 2020, 16:18
Q1 2020 14 $797,484,000 +$235,369,939 -$173,604,315 +$61,765,624 Z, AMZN, NFLX, GOOG, META 13F-HR 13 May 2020, 14:11
Q4 2019 14 $788,619,000 +$104,259,183 -$563,050,167 -$458,790,984 UBER, Z, NFLX, AMZN, META 13F-HR 11 Feb 2020, 16:19
Q3 2019 13 $1,388,911,000 +$887,711,947 -$49,089,056 +$838,622,891 PINS, UBER, AMZN, META, GOOG 13F-HR 14 Nov 2019, 16:11
Q2 2019 12 $593,753,000 +$63,031,336 -$60,001,094 +$3,030,242 Z, PAGS, AMZN, NFLX, META 13F-HR 08 Aug 2019, 19:07
Q1 2019 12 $528,292,000 $0 -$102,974,208 -$102,974,208 AMZN, NFLX, PAGS, Z, GOOG 13F-HR 14 May 2019, 13:29
Q4 2018 14 $532,578,000 +$64,633,627 -$28,761,400 +$35,872,227 Z, AMZN, META, NFLX, GOOG 13F-HR 12 Feb 2019, 16:38
Q3 2018 14 $669,068,000 +$90,727,352 -$54,455,355 +$36,271,997 AMZN, META, Z, BKNG, GOOG 13F-HR 06 Nov 2018, 14:00
Q2 2018 12 $637,026,000 +$83,413,340 -$137,860,146 -$54,446,806 META, BKNG, AMZN, Z, GOOG 13F-HR 14 Aug 2018, 14:22
Q1 2018 13 $660,855,000 +$214,143,877 -$119,405,217 +$94,738,660 BKNG, AMZN, AAPL, PAGS, GOOG 13F-HR 09 May 2018, 14:20
Q4 2017 11 $548,937,000 +$14,857,740 -$14,401,797 +$455,943 AAPL, PCLN, AMZN, GOOG, META 13F-HR 09 Feb 2018, 11:50
Q3 2017 1 $0 $0 $0 $0 New Holdings 12 Jan 2018, 12:46
Q3 2017 12 $516,665,000 +$44,260,302 -$159,866,645 -$115,606,343 AAPL, PCLN, AMZN, GOOG, META 13F-HR 08 Nov 2017, 15:42
Q2 2017 1 $0 $0 $0 $0 New Holdings 12 Jan 2018, 13:00
Q2 2017 13 $632,842,000 +$6,593,000 -$231,872,885 -$225,279,885 Z, META, AMZN, AAPL, GOOG 13F-HR 09 Aug 2017, 19:38
Q1 2017 1 $40,939,000 $0 $0 $0 YTRA New Holdings 12 Jan 2018, 12:58
Q1 2017 13 $818,829,000 +$76,986,831 -$132,735,243 -$55,748,412 META, AAPL, PCLN, GOOG, AMZN 13F-HR 15 May 2017, 15:03
Q4 2016 12 $780,302,000 +$30,100,887 -$65,469,024 -$35,368,137 META, AAPL, GOOG, WBA, AMZN 13F-HR 13 Feb 2017, 16:38
Q3 2016 12 $848,135,000 +$14,115,614 -$118,509,540 -$104,393,926 META, AAPL, AMZN, Z, GOOG 13F-HR 10 Nov 2016, 13:25
Q2 2016 15 $877,903,000 +$98,872,682 -$132,566,709 -$33,694,027 Z, AAPL, META, PCLN, WBA 13F-HR 28 Jul 2016, 12:21
Q1 2016 17 $887,161,000 +$129,453,316 -$273,485,624 -$144,032,308 AAPL, META, GOOG, WBA, Z 13F-HR 13 May 2016, 12:55
Q4 2015 18 $1,045,870,000 +$269,916,128 -$242,723,798 +$27,192,330 AMZN, AAPL, META, GOOG, WBA 13F-HR 10 Feb 2016, 19:08
Q3 2015 18 $978,347,000 +$317,365,965 -$211,650,164 +$105,715,801 AAPL, AMZN, META, WBA, GOOG 13F-HR 09 Nov 2015, 15:15
Q2 2015 17 $920,071,000 +$155,665,289 -$322,087,422 -$166,422,133 AAPL, AMZN, WBA, META, PCLN 13F-HR 12 Aug 2015, 13:19
Q1 2015 17 $1,049,916,000 +$190,763,540 -$125,838,299 +$64,925,241 AAPL, AMZN, PCLN, BUD, META 13F-HR 15 May 2015, 11:47
Q4 2014 16 $932,588,000 +$197,072,860 -$120,000,174 +$77,072,686 AAPL, LB, META, BUD, AMZN 13F-HR 10 Feb 2015, 19:07
Q3 2014 15 $836,466,000 +$88,431,000 -$204,843,488 -$116,412,488 AAPL, BUD, PCLN, META, AMX 13F-HR 13 Nov 2014, 12:09
Q2 2014 15 $950,979,000 +$331,624,007 -$9,924,722 +$321,699,285 AAPL, MNKKQ, QIHU, BUD, PCLN 13F-HR 13 Aug 2014, 17:23
Q1 2014 11 $776,477,000 +$177,053,004 -$397,332,203 -$220,279,199 AAPL, GOOGL, QIHU, PCLN, BUD 13F-HR 14 May 2014, 13:17
Q4 2013 19 $1,041,243,000 $0 $0 $0 AAPL, LBTYA, GOOGL, EQIX, BUD 13F-HR 13 Feb 2014, 18:28