- New Purchases: MLNK, PANW, FRHC,
- Reduced Positions: NFLX, GOOG, PTON, DBX, ADSK, CRM, AMZN,
- Sold Out: WKHS,
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) - 2,700,000 shares, 11.70% of the total portfolio.
- Zillow Group Inc (Z) - 1,081,623 shares, 9.22% of the total portfolio.
- Uber Technologies Inc (UBER) - 1,447,549 shares, 6.27% of the total portfolio.
- Netflix Inc (NFLX) - 102,800 shares, 6.07% of the total portfolio. Shares reduced by 32.5%
- Salesforce.com Inc (CRM) - 214,300 shares, 5.62% of the total portfolio. Shares reduced by 22.83%
Valiant Capital Management, L.P. initiated holding in MeridianLink Inc. The purchase prices were between $22.09 and $28.46, with an estimated average price of $24.75. The stock is now traded at around $24.100000. The impact to a portfolio due to this purchase was 2.6%. The holding were 1,200,000 shares as of 2021-09-30.
New Purchase: Palo Alto Networks Inc (PANW)Valiant Capital Management, L.P. initiated holding in Palo Alto Networks Inc. The purchase prices were between $362.36 and $490.47, with an estimated average price of $421.51. The stock is now traded at around $525.140000. The impact to a portfolio due to this purchase was 2.55%. The holding were 55,000 shares as of 2021-09-30.
New Purchase: Freedom Holding Corp (FRHC)Valiant Capital Management, L.P. initiated holding in Freedom Holding Corp. The purchase prices were between $59.85 and $67.47, with an estimated average price of $63.5. The stock is now traded at around $70.940000. The impact to a portfolio due to this purchase was 0.79%. The holding were 129,571 shares as of 2021-09-30.
Sold Out: Workhorse Group Inc (WKHS)Valiant Capital Management, L.P. sold out a holding in Workhorse Group Inc. The sale prices were between $7.41 and $15.64, with an estimated average price of $10.13.
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