VCM
Valiant Capital Management’s Dropbox DBX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,485,613
| Closed | -$43.4M | – | 21 |
|
|
2021
Q3 | $43.4M | Sell |
1,485,613
-548,000
| -27% | -$16M | 4.08% | 11 |
|
|
2021
Q2 | $61.6M | Sell |
2,033,613
-286,600
| -12% | -$8.69M | 4.63% | 11 |
|
|
2021
Q1 | $61.9M | Hold |
2,320,213
| – | – | 2.39% | 11 |
|
|
2020
Q4 | $51.5M | Hold |
2,320,213
| – | – | 2.25% | 14 |
|
|
2020
Q3 | $44.7M | Hold |
2,320,213
| – | – | 2.33% | 14 |
|
|
2020
Q2 | $50.5M | Sell |
2,320,213
-378,600
| -14% | -$8.24M | 5.02% | 11 |
|
|
2020
Q1 | $48.8M | Buy |
2,698,813
+517,313
| +24% | +$9.36M | 5.07% | 9 |
|
|
2019
Q4 | $39.1M | Hold |
2,181,500
| – | – | 4.56% | 12 |
|
|
2019
Q3 | $44M | Buy |
2,181,500
+1,831,500
| +523% | +$36.9M | 2.4% | 11 |
|
|
2019
Q2 | $8.77M | Sell |
350,000
-530,749
| -60% | -$13.3M | 0.71% | 12 |
|
|
2019
Q1 | $19.2M | Sell |
880,749
-700,000
| -44% | -$15.3M | 1.72% | 9 |
|
|
2018
Q4 | $32.3M | Sell |
1,580,749
-606,450
| -28% | -$12.4M | 3.04% | 9 |
|
|
2018
Q3 | $58.7M | Buy |
2,187,199
+1,837,199
| +525% | +$49.3M | 5.19% | 6 |
|
|
2018
Q2 | $11.3M | Sell |
350,000
-150,000
| -30% | -$4.86M | 1.05% | 11 |
|
|
2018
Q1 | $15.6M | Buy |
+500,000
| New | +$15.6M | 1.43% | 12 |
|