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
GLD	SPDR GOLD TR (Call)	9.91%	600,000	$102,870,000		No Change	$171.45	13F
LHX	L3HARRIS TECHNOLOGIES INC	1.49%	88,600	$15,427,032		No Change	$174.12	13F
GDX	VANECK ETF TRUST	1.05%	403,300	$10,852,803		No Change	$26.91	13F
GDXJ	VANECK ETF TRUST	0.99%	318,300	$10,258,809		No Change	$32.23	13F