VALIANT CAPITAL MANAGEMENT, L.P.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CORZ | 6.48M | $116.31M |
 | GRDN | 1.06M | $27.93M |
 | HDB | 1.06M | $36.26M |
 | Z | 350K | $26.96M |
 | AGX | 255K | $68.75M |
 | TKO | 216K | $43.70M |
 | VST | 195K | $38.19M |
 | AMZN | 162K | $35.51M |
 | WLDN | 160K | $15.49M |
 | AVGO | 153K | $50.31M |
 | NVDA | 148K | $27.58M |
 | TTWO | 147K | $37.89M |
 | FLY | 120K | $3.52M |
 | CRDO | 112K | $16.30M |
 | GEV | 109K | $67.16M |
 | RH | 109K | $22.04M |
 | CRM | 103K | $24.30M |
 | MSFT | 76K | $39.16M |
 | PWR | 74K | $30.55M |
 | UBER | 59K | $5.83M |
Core Scientific, Inc.
CORZ
Shares Held
6.48M
Value
$116.31M
Guardian Pharmacy Services, Inc.
GRDN
Shares Held
1.06M
Value
$27.93M
HDFC Bank Limited
HDB
Shares Held
1.06M
Value
$36.26M
Zillow Group, Inc. Class C
Z
Shares Held
350K
Value
$26.96M
Argan, Inc.
AGX
Shares Held
255K
Value
$68.75M
TKO Group Holdings, Inc.
TKO
Shares Held
216K
Value
$43.70M
Vistra Corp.
VST
Shares Held
195K
Value
$38.19M
Amazon.com, Inc.
AMZN
Shares Held
162K
Value
$35.51M
Willdan Group, Inc.
WLDN
Shares Held
160K
Value
$15.49M
Broadcom Inc.
AVGO
Shares Held
153K
Value
$50.31M
NVIDIA Corporation
NVDA
Shares Held
148K
Value
$27.58M
Take-Two Interactive Software, Inc.
TTWO
Shares Held
147K
Value
$37.89M
Firefly Aerospace Inc.
FLY
Shares Held
120K
Value
$3.52M
Credo Technology Group Holding Ltd
CRDO
Shares Held
112K
Value
$16.30M
GE Vernova Inc.
GEV
Shares Held
109K
Value
$67.16M
Rh
RH
Shares Held
109K
Value
$22.04M
Salesforce, Inc.
CRM
Shares Held
103K
Value
$24.30M
Microsoft Corporation
MSFT
Shares Held
76K
Value
$39.16M
Quanta Services, Inc.
PWR
Shares Held
74K
Value
$30.55M
Uber Technologies, Inc.
UBER
Shares Held
59K
Value
$5.83M