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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	Change in Shares	% Change	Source
ABR	ARBOR REALTY TRUST INC	-3,752,400	Exited	13F
ABR	ARBOR REALTY TRUST INC (Put)	-600,700	Exited	13F
CART	MAPLEBEAR INC	-1,348,275	Exited	13F
QQQ	INVESCO QQQ TR (Put)	-380,000	Exited	13F
BTBT	BIT DIGITAL INC	-4,000,000	Exited	13F