Valiant Capital Management, L.P. - Q12026 Holdings

Valiant Capital Management, L.P. holds 32 stocks with a total portfolio value of $ 1.74B as of Q12026. In Q12026, Valiant Capital Management, L.P. added 4 new positions, increased stakes in 9 stocks, reduced 18 holdings, and fully exited 4 positions. The largest holding is Spdr S&P 500 Etf Tr (SPY), representing 12.94% of the total portfolio.