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Gurus
Growth At A Reasonable Price
VALIANT CAPITAL MANAGEMENT, L.P. (Data extracted from 13F, 13D, 13G and Form 4)

VALIANT CAPITAL MANAGEMENT, L.P.

AUM: $2.81 B

13-F Portfolio Value: $1.45 B

Last 13-F Filed: Q3 2025

Concentration in top 10: 60.61%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
CORZ	Core Scientific, Inc.	12.50%	13,120,302	$191,031,597	6,637,199	102.38%		13G
HDB	HDFC BANK LTD	2.37%	1,061,396	$36,257,287	351,396	49.49%	$34.16	13F