Stock Taper

VALIANT CAPITAL MANAGEMENT, L.P.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Eli Lilly and CompanyLLY24.29K$29.13M
CrowdStrike Holdings, Inc.CRWD44.58K$34.02M
Uber Technologies, Inc.UBER59.46K$4.29M
Microsoft CorporationMSFT66.42K$24.77M
Quanta Services, Inc.PWR68.28K$49.16M
Power Solutions International, Inc.PSIX81.67K$3.18M
Credo Technology Group Holding LtdCRDO93.35K$25.39M
GE Vernova Inc.GEV97.61K$114.68M
Take-Two Interactive Software, Inc.TTWO122.09K$30.52M
Broadcom Inc.AVGO126.6K$47.82M
NVIDIA CorporationNVDA129.58K$25.93M
Amazon.com, Inc.AMZN155.4K$37.04M
TKO Group Holdings, Inc.TKO180.12K$36.26M
RhRH301.28K$49.63M
Zillow Group, Inc. Class CZ473.33K$14.92M
Babcock & Wilcox Enterprises, Inc.BW550K$7.75M
HDFC Bank LimitedHDB1.03M$26.51M
Solaris Energy Infrastructure, Inc.SEI1.6M$129.09M
TeraWulf Inc.WULF2.9M$71.55M
ProPetro Holding Corp.PUMP4.24M$60.84M