- New Purchases: ADSK, CRM,
- Added Positions: Z,
- Reduced Positions: PINS, FB, AMZN, GOOG, BKNG,
- Sold Out: PAGS,
For the details of Valiant Capital Management, L.P.'s stock buys and sells, go to https://www.gurufocus.com/guru/valiant+capital+management%2C+l.p./current-portfolio/portfolio
These are the top 5 holdings of Valiant Capital Management, L.P.- Uber Technologies Inc (UBER) - 4,569,933 shares, 15.85% of the total portfolio.
- Zillow Group Inc (Z) - 2,287,134 shares, 12.25% of the total portfolio. Shares added by 8.73%
- Zillow Group Inc (Z) - 1,500,000 shares, 8.04% of the total portfolio.
- Netflix Inc (NFLX) - 209,100 shares, 7.89% of the total portfolio.
- Amazon.com Inc (AMZN) - 34,280 shares, 7.39% of the total portfolio. Shares reduced by 20.98%
Valiant Capital Management, L.P. initiated holding in Autodesk Inc. The purchase prices were between $139.67 and $185.38, with an estimated average price of $162.92. The stock is now traded at around $205.80. The impact to a portfolio due to this purchase was 5.67%. The holding were 265,200 shares as of .
New Purchase: Salesforce.com Inc (CRM)Valiant Capital Management, L.P. initiated holding in Salesforce.com Inc. The purchase prices were between $142.33 and $164.98, with an estimated average price of $157.07. The stock is now traded at around $189.11. The impact to a portfolio due to this purchase was 5.5%. The holding were 290,000 shares as of .
Sold Out: PagSeguro Digital Ltd (PAGS)Valiant Capital Management, L.P. sold out a holding in PagSeguro Digital Ltd. The sale prices were between $27.96 and $46.29, with an estimated average price of $35.76.
Here is the complete portfolio of Valiant Capital Management, L.P.. Also check out:
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