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
TSM
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
$137.52 M
10 %

492,400

call
CORZ
CORZ

CORE SCIENTIFIC INC NEW

COM
$116.31 M
8 %

6,483,103

GQ9
GQ9

SPDR GOLD TR

GOLD SHS
$115.63 M
8 %

325,300

call
SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$102.93 M
7 %

154,502

IWM
IWM

ISHARES TR

RUSSELL 2000 ETF
$102.31 M
7 %

422,857

AGX
AGX

ARGAN INC

COM
$68.75 M
5 %

254,600

CORZ
CORZ

CORE SCIENTIFIC INC NEW

COM
$68.71 M
5 %

3,830,000

call
GEV
GEV

GE VERNOVA INC

COM
$67.16 M
5 %

109,217

---

COREWEAVE INC

COM CL A
$51.32 M
4 %

375,000

call
AVGO
AVGO

BROADCOM INC

COM
$50.31 M
4 %

152,504

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