Valiant Capital Management, L.P.

Q3 2025 13F Holdings

  • Location
    san francisco, CA
  • Num holdings

    32

  • Value ($000)

    $1,453,428

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0001452689
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
T
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
$137.52M
10 %

492,400

call
C
CORZ

CORE SCIENTIFIC INC NEW

COM
$116.31M
8 %

6,483,103

G
GQ9

SPDR GOLD TR

GOLD SHS
$115.63M
8 %

325,300

call
S
SPY

SPDR S&P 500 ETF TR

TR UNIT
$102.93M
7 %

154,502

I
IWM

ISHARES TR

RUSSELL 2000 ETF
$102.31M
7 %

422,857

A
AGX

ARGAN INC

COM
$68.75M
5 %

254,600

C
CORZ

CORE SCIENTIFIC INC NEW

COM
$68.71M
5 %

3,830,000

call
G
GEV

GE VERNOVA INC

COM
$67.16M
5 %

109,217

---

COREWEAVE INC

COM CL A
$51.32M
4 %

375,000

call
A
AVGO

BROADCOM INC

COM
$50.31M
4 %

152,504

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 32