VALIANT CAPITAL MANAGEMENT, L.P.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CORZ | 6.85M | $102.50M |
 | PUMP | 4.04M | $58.26M |
 | GRDN | 1.19M | $44.69M |
 | SEI | 1.12M | $63.26M |
 | HDB | 1.03M | $25.53M |
 | Z | 473K | $19.59M |
 | RH | 301K | $42.12M |
 | TKO | 180K | $36.32M |
 | AMZN | 155K | $32.37M |
 | WLDN | 143K | $10.97M |
 | NVDA | 130K | $22.60M |
 | AVGO | 127K | $39.18M |
 | TTWO | 122K | $24.11M |
Forgent Power Solutions, Inc. | FPS | 100K | $2.93M |
 | GEV | 95K | $82.54M |
 | CRDO | 93K | $8.76M |
 | CRM | 85K | $15.93M |
 | NOW | 83K | $8.66M |
 | PSIX | 69K | $4.22M |
 | MSFT | 66K | $24.58M |
Core Scientific, Inc.
CORZ
Shares Held
6.85M
Value
$102.50M
ProPetro Holding Corp.
PUMP
Shares Held
4.04M
Value
$58.26M
Guardian Pharmacy Services, Inc.
GRDN
Shares Held
1.19M
Value
$44.69M
Solaris Energy Infrastructure, Inc.
SEI
Shares Held
1.12M
Value
$63.26M
HDFC Bank Limited
HDB
Shares Held
1.03M
Value
$25.53M
Zillow Group, Inc. Class C
Z
Shares Held
473K
Value
$19.59M
Rh
RH
Shares Held
301K
Value
$42.12M
TKO Group Holdings, Inc.
TKO
Shares Held
180K
Value
$36.32M
Amazon.com, Inc.
AMZN
Shares Held
155K
Value
$32.37M
Willdan Group, Inc.
WLDN
Shares Held
143K
Value
$10.97M
NVIDIA Corporation
NVDA
Shares Held
130K
Value
$22.60M
Broadcom Inc.
AVGO
Shares Held
127K
Value
$39.18M
Take-Two Interactive Software, Inc.
TTWO
Shares Held
122K
Value
$24.11M
Forgent Power Solutions, Inc.
FPS
Shares Held
100K
Value
$2.93M
GE Vernova Inc.
GEV
Shares Held
95K
Value
$82.54M
Credo Technology Group Holding Ltd
CRDO
Shares Held
93K
Value
$8.76M
Salesforce, Inc.
CRM
Shares Held
85K
Value
$15.93M
ServiceNow, Inc.
NOW
Shares Held
83K
Value
$8.66M
Power Solutions International, Inc.
PSIX
Shares Held
69K
Value
$4.22M
Microsoft Corporation
MSFT
Shares Held
66K
Value
$24.58M