Valiant Capital Management, L.P. is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $1.7B in reported equity holdings across 32 positions. The largest holdings are SPY (12.9%), ECNS.SN (12.9%), CORZ (11.4%), AMZN (9.3%), TSM (7.9%). The portfolio is concentrated in Other (87.4%), Technology (8.4%), Financial Services (2.8%). Data sourced from SEC EDGAR 13F filings (CIK 1452689).