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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: $1.83 B

Last 13-F Filed: Q2 2025

Concentration in top 10: 57.4%

Stock	Company	Change in Shares	% Change	Source
KGS	KODIAK GAS SVCS INC	-865,257	Exited	13F
RUN	SUNRUN INC (Call)	-725,000	Exited	13F
TLN	TALEN ENERGY CORP	-5,633	Exited	13F
TAC	TRANSALTA CORP	-960,092	Exited	13F
FTAI	FTAI AVIATION LTD (Put)	-1,045,500	Exited	13F