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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	Quarter End Price	Source
CORZ	CORE SCIENTIFIC INC NEW (Call)	4.05%	3,830,000	$68,710,200	No Change	$17.94	13F
RH	RH	1.30%	108,500	$22,042,860	No Change	$203.16	13F
UBER	UBER TECHNOLOGIES INC	0.34%	59,464	$5,825,688	No Change	$97.97	13F