VCM
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Valiant Capital Management’s Visa V Stock Holding History

Valiant Capital Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-799,492
Closed -$44.5M – 20
2013
Q4 		$44.5M Sell
799,492
-183,600
-19% -$10.2M 3.21% 11
2013
Q3 		$47M Sell
983,092
-395,200
-29% -$18.9M 4.03% 11
2013
Q2 		$63M Buy
+1,378,292
New +$63M 7.55% 7