Valiant Capital Management, L.P. is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $2.5B in reported equity holdings across 26 positions. The largest holdings are AMZN (18.4%), CORZ (14.5%), ECNS.SN (10.5%), SPY (10.1%), TSM (7.9%). The portfolio is concentrated in Other (90.6%), Technology (7.9%), Communication Services (1.2%). Data sourced from SEC EDGAR 13F filings (CIK 1452689).