VALIANT CAPITAL MANAGEMENT, L.P.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CORZ | 6.34M | $92.26M |
 | PUMP | 3.67M | $34.89M |
 | GRDN | 1.23M | $37.08M |
 | HDB | 1.12M | $41.00M |
 | SEI | 734K | $33.76M |
 | Z | 318K | $21.72M |
 | TKO | 197K | $41.16M |
 | NFLX | 186K | $17.43M |
 | RH | 183K | $32.74M |
 | VST | 179K | $28.87M |
 | AMZN | 155K | $35.87M |
 | WLDN | 153K | $15.81M |
 | NVDA | 142K | $26.48M |
 | AVGO | 139K | $48.04M |
 | AGX | 134K | $42.07M |
 | TTWO | 133K | $34.18M |
 | CRDO | 102K | $14.66M |
 | GEV | 102K | $66.43M |
 | CRM | 93K | $24.73M |
 | NOW | 91K | $13.89M |
Core Scientific, Inc.
CORZ
Shares Held
6.34M
Value
$92.26M
ProPetro Holding Corp.
PUMP
Shares Held
3.67M
Value
$34.89M
Guardian Pharmacy Services, Inc.
GRDN
Shares Held
1.23M
Value
$37.08M
HDFC Bank Limited
HDB
Shares Held
1.12M
Value
$41.00M
Solaris Energy Infrastructure, Inc.
SEI
Shares Held
734K
Value
$33.76M
Zillow Group, Inc. Class C
Z
Shares Held
318K
Value
$21.72M
TKO Group Holdings, Inc.
TKO
Shares Held
197K
Value
$41.16M
Netflix, Inc.
NFLX
Shares Held
186K
Value
$17.43M
Rh
RH
Shares Held
183K
Value
$32.74M
Vistra Corp.
VST
Shares Held
179K
Value
$28.87M
Amazon.com, Inc.
AMZN
Shares Held
155K
Value
$35.87M
Willdan Group, Inc.
WLDN
Shares Held
153K
Value
$15.81M
NVIDIA Corporation
NVDA
Shares Held
142K
Value
$26.48M
Broadcom Inc.
AVGO
Shares Held
139K
Value
$48.04M
Argan, Inc.
AGX
Shares Held
134K
Value
$42.07M
Take-Two Interactive Software, Inc.
TTWO
Shares Held
133K
Value
$34.18M
Credo Technology Group Holding Ltd
CRDO
Shares Held
102K
Value
$14.66M
GE Vernova Inc.
GEV
Shares Held
102K
Value
$66.43M
Salesforce, Inc.
CRM
Shares Held
93K
Value
$24.73M
ServiceNow, Inc.
NOW
Shares Held
91K
Value
$13.89M