Valiant Capital’s $202 Million Third Quarter Service Stock Holdings

Wall St. Watchdog reveals information regarding Valiant Capital Management’s top holdings in the Services sector for the quarter ending September 30th, 2011. The firm held 6 stocks in the Services sector at the end of the quarter with an aggregate market value of $202.638 million.

  • Liberty Global Inc. (NASDAQ:LBTYA): On 06/30/2011, Valiant Capital Management reported holding 1,295,276 shares with a market value of $58,339,232. This comprised 8.14% of the total portfolio. On 09/30/2011, Valiant Capital Management reported holding 1,661,186 shares with a market value of $60,101,710. This comprised 7.71% of the total portfolio. The net change in shares for this position over the two quarters is 365,910. About Company: Liberty Global, Inc. owns interests in broadband, distribution, and content companies operating outside the continental United States, principally in Europe, Asia, and Latin America.
  • Visa Inc. (NYSE:V): On 06/30/2011, Valiant Capital Management reported holding 0 shares. On 09/30/2011, Valiant Capital Management reported holding 413,901 shares with a market value of $35,479,594. This comprised 4.55% of the total portfolio. The net change in shares for this position over the two quarters is 413,901. About Company: Visa Inc. operates a retail electronic payments network and manages global financial services. The Company also offers global commerce through the transfer of value and information among financial institutions, merchants, consumers, businesses and government entities.
  • Yum! Brands Inc. (NYSE:YUM): On 06/30/2011, Valiant Capital Management reported holding 0 shares. On 09/30/2011, Valiant Capital Management reported holding 696,382 shares with a market value of $34,394,307. This comprised 4.41% of the total portfolio. The net change in shares for this position over the two quarters is 696,382. About Company: Yum! Brands, Inc, owns and franchises quick-service restaurants worldwide. The Company develops, operates, franchises and licenses a worldwide system of restaurants which prepare, package and sell a menu of food items.
  • Opentable Inc. (NASDAQ:OPEN): On 06/30/2011, Valiant Capital Management reported holding 352,381 shares with a market value of $29,289,910. This comprised 4.08% of the total portfolio. On 09/30/2011, Valiant Capital Management reported holding 706,837 shares with a market value of $32,521,569. This comprised 4.17% of the total portfolio. The net change in shares for this position over the two quarters is 354,456. About Company: OpenTable, Inc. provides free, real-time online restaurant reservations for diners through an online booking service. The Company also offers reservation and guest management solutions for restaurants. OpenTable allows users to search for tables based on desired criteria for cuisine, price, and location.
  • Directv (NASDAQ:DTV): On 06/30/2011, Valiant Capital Management reported holding 642,506 shares with a market value of $32,652,155. This comprised 4.55% of the total portfolio. On 09/30/2011, Valiant Capital Management reported holding 581,008 shares with a market value of $24,559,208. This comprised 3.15% of the total portfolio. The net change in shares for this position over the two quarters is -61,498. About Company: DIRECTV provides digital television entertainment in the United States and Latin America. The Company acquires, promotes, sells and distributes digital entertainment programming via satellite to residential and commercial subscribers.
  • Dineequity Inc. (NYSE:DIN): On 06/30/2011, Valiant Capital Management reported holding 404,828 shares with a market value of $21,160,360. This comprised 2.95% of the total portfolio. On 09/30/2011, Valiant Capital Management reported holding 404,828 shares with a market value of $15,581,830. This comprised 2% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: DineEquity, Inc. and its subsidiaries develop, operate, and franchise family restaurants. The Company’s restaurants feature pancakes, omelets, and other breakfast specialties, as well as lunch and dinner items. The restaurants are primarily operated by franchisees in the United States, Canada, and Japan.

(Note: Data regarding Valiant Capital Management’s stock holdings are sourced from whalewisdom.com. All data are assumed to be accurate.)

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