Valiant Capital Management, L.P.

Q4 2025 13F Holdings

  • Location
    san francisco, CA
  • Num holdings

    33

  • Value ($000)

    $1,767,917

  • Date Filed
    02/17/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NDQ

INVESCO QQQ TR

UNIT SER 1
$344.01M
20 %

560,000

put
SPY

SPDR S&P 500 ETF TR

TR UNIT
$161.84M
9 %

237,326

IWM

ISHARES TR

RUSSELL 2000 ETF
$161.8M
9 %

657,301

TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
$136.2M
8 %

448,200

call
CORZ

CORE SCIENTIFIC INC NEW

COM
$92.26M
5 %

6,336,424

GEV

GE VERNOVA INC

COM
$66.43M
4 %

101,637

CORZ

CORE SCIENTIFIC INC NEW

COM
$55.76M
3 %

3,830,000

call
AVGO

BROADCOM INC

COM
$48.04M
3 %

138,802

AGX

ARGAN INC

COM
$42.07M
2 %

134,273

GQ9

SPDR GOLD TR

GOLD SHS
$42.05M
2 %

106,100

call
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