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Valiant Capital Management, L.P. Buys MeridianLink Inc, Palo Alto Networks Inc, Freedom Holding Corp, Sells Netflix Inc, Alphabet Inc, Peloton Interactive Inc

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Nov 16, 2021
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San Francisco, CA, based Investment company Valiant Capital Management, L.P. (Current Portfolio) buys MeridianLink Inc, Palo Alto Networks Inc, Freedom Holding Corp, sells Netflix Inc, Alphabet Inc, Peloton Interactive Inc, Dropbox Inc, Autodesk Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Valiant Capital Management, L.P.. As of 2021Q3, Valiant Capital Management, L.P. owns 24 stocks with a total value of $1 billion. These are the details of the buys and sells.

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.
  1. Uber Technologies Inc (UBER) - 2,700,000 shares, 11.70% of the total portfolio.
  2. Zillow Group Inc (Z) - 1,081,623 shares, 9.22% of the total portfolio.
  3. Uber Technologies Inc (UBER) - 1,447,549 shares, 6.27% of the total portfolio.
  4. Netflix Inc (NFLX) - 102,800 shares, 6.07% of the total portfolio. Shares reduced by 32.5%
  5. Salesforce.com Inc (CRM) - 214,300 shares, 5.62% of the total portfolio. Shares reduced by 22.83%
New Purchase: MeridianLink Inc (MLNK)

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.



Here is the complete portfolio of Valiant Capital Management, L.P.. Also check out:

1. Valiant Capital Management, L.P.'s Undervalued Stocks
2. Valiant Capital Management, L.P.'s Top Growth Companies, and
3. Valiant Capital Management, L.P.'s High Yield stocks
4. Stocks that Valiant Capital Management, L.P. keeps buying
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