Fund tracking
Valiant Capital Management, L.P. — 13F positioning in datacenter & neocloud names
Quarterly 13F positioning for Valiant Capital Management, L.P.: every disclosed position in the tracked universe with long/put/call decomposition, position weights, quarter-over-quarter changes, and basket attribution. Free with a Dimetrics account.
Full holdings table
Every reported position with shares, value, portfolio weight, and QoQ change — filterable and searchable.
Long / put / call split
Option positions decomposed so directional exposure reads correctly, not as raw line items.
Basket attribution
Positions mapped to the Dimetrics baskets — how much of the book sits in power shells vs neoclouds vs the rest of the stack.
Quarterly history
Position building and unwinding across filing periods.
Everything on this page is free with an account.
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