Gurus
Growth At A Reasonable Price
VALIANT CAPITAL MANAGEMENT, L.P.

VALIANT CAPITAL MANAGEMENT, L.P.

AUM: $2.39 B

13-F Portfolio Value: $1.04 B

Last 13-F Filed: Q3 2023

Concentration in top 10: 70.65%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
CART	MAPLEBEAR INC	22.49%	7,866,222	$233,548,131	7,866,222	New	$29.69	13F
WW	WW INTL INC	2.51%	2,351,020	$26,025,791	2,351,020	New	$11.07	13F
LLY	ELI LILLY & CO	1.94%	37,600	$20,196,088	37,600	New	$537.13	13F
TKO	TKO GROUP HOLDINGS INC	1.47%	181,000	$15,214,860	181,000	New	$84.06	13F
PTON	PELOTON INTERACTIVE INC	0.44%	912,500	$4,608,125	912,500	New	$5.05	13F