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Valiant Capital Management’s Braze BRZE Stock Holding History

Valiant Capital Management’s Portfolio BRZE Stock Details BRZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-253,418
Closed -$8.83M – 21
2022
Q3 		$8.83M Sell
253,418
-485,441
-66% -$20.5M 0.88% 25
2022
Q2 		$26.8M Buy
738,859
+114,300
+18% +$4.18M 2.69% 15
2022
Q1 		$25.9M Buy
+624,559
New +$31.3M 2.97% 15

Other funds holding BRZE

IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SV
Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return
MCAV
Meritech Capital Associates V Palo Alto, California $141M AUM 15.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OPFM
Optimus Prime Fund Management Grand Cayman, Cayman Islands $1.04B AUM 9.64% 1-Year Est. Return

Valiant Capital Management's BRZE Position: Q4 2022 in Review

Valiant Capital Management sold out of Braze (BRZE) in Q4 2022, closing a stake of 253,418 shares — an estimated $8.83M sold.

Valiant Capital Management first reported a position in BRZE in Q1 2022 and held it in 3 quarters. The position peaked at $26.8M in Q2 2022. 95 funds tracked by Wall St. Rank hold BRZE as of Q4 2022.

  • Valiant Capital Management reported no remaining Braze position as of Q4 2022 after selling out during the quarter.
  • Valiant Capital Management sold 253,418 Braze shares in Q4 2022, an estimated $8.83M.
  • Valiant Capital Management first reported a position in Braze in Q1 2022 and held it in 3 quarters.
  • Valiant Capital Management's Braze position peaked at $26.8M in Q2 2022.
  • 95 funds tracked by Wall St. Rank held Braze as of Q4 2022.

Based on Valiant Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.