SEC Info - Valiant Capital Management, L.P. - ‘13F-HR’ for 6/30/19 - ‘INFO-TABLE’

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Valiant Capital Management, L.P. – ‘13F-HR’ for 6/30/19 – ‘INFO-TABLE’

On: Thursday, 8/8/19, at 7:07pm ET · As of: 8/9/19 · Effective: 8/9/19 · For: 6/30/19 · Accession #: 1567619-19-16089 · File #: 28-13282

  As Of               Filer                 Filing    For·On·As Docs:Size             Issuer                      Filing Agent

 8/09/19  Valiant Capital Management, L.P.  13F-HR      6/30/19    2:10K                                    Broadridge Fin’l… Inc/FA

Quarterly Holdings and Combination Report by a Money Manager — Form 13F
Filing Table of Contents

Document/Exhibit                   Description                      Pages   Size 

 1: 13F-HR      Quarterly Holdings and Combination Report by a      HTML      3K 
                Money Manager -- primary_doc.xml                                 
 2: INFO-TABLE  Portfolio Securities Holdings Info Table --         HTML      3K 
                form13fInfoTable.xml

‘INFO-TABLE’ — Portfolio Securities Holdings Info Table — form13fInfoTable.xml

This ‘INFO-TABLE’ Document is an XML Data File that may be rendered in various formats:

Information Table – Plain Text – SEC Website – EDGAR System – XML Data – <?xml?> File

XML Data rendering: Portfolio Securities Holdings Info Table

<?xml version="1.0" encoding="windows-1252"?>

<informationTable xmlns="http://www.sec.gov/edgar/document/thirteenf/informationtable">

<infoTable>

<nameOfIssuer> ALPHABET INC </nameOfIssuer>

<titleOfClass> CAP STK CL C </titleOfClass>

<cusip> 02079K107 </cusip>

<value> 57407 </value>

<shrsOrPrnAmt>

<sshPrnamt> 53110 </sshPrnamt>

<sshPrnamtType> SH </sshPrnamtType>

</shrsOrPrnAmt>

<investmentDiscretion> SOLE </investmentDiscretion>

<votingAuthority>

<Sole> 53110 </Sole>

<Shared> 0 </Shared>

<None> 0 </None>

</votingAuthority>

</infoTable>

<infoTable>

<nameOfIssuer> AMAZON COM INC </nameOfIssuer>

<titleOfClass> COM </titleOfClass>

<cusip> 023135106 </cusip>

<value> 82146 </value>

<shrsOrPrnAmt>

<sshPrnamt> 43380 </sshPrnamt>

<sshPrnamtType> SH </sshPrnamtType>

</shrsOrPrnAmt>

<investmentDiscretion> SOLE </investmentDiscretion>

<votingAuthority>

<Sole> 43380 </Sole>

<Shared> 0 </Shared>

<None> 0 </None>

</votingAuthority>

</infoTable>

<infoTable>

<nameOfIssuer> BOOKING HLDGS INC </nameOfIssuer>

<titleOfClass> COM </titleOfClass>

<cusip> 09857L108 </cusip>

<value> 46328 </value>

<shrsOrPrnAmt>

<sshPrnamt> 24712 </sshPrnamt>

<sshPrnamtType> SH </sshPrnamtType>

</shrsOrPrnAmt>

<investmentDiscretion> SOLE </investmentDiscretion>

<votingAuthority>

<Sole> 24712 </Sole>

<Shared> 0 </Shared>

<None> 0 </None>

</votingAuthority>

</infoTable>

<infoTable>

<nameOfIssuer> CRISPR THERAPEUTICS AG </nameOfIssuer>

<titleOfClass> NAMEN AKT </titleOfClass>

<cusip> H17182108 </cusip>

<value> 12797 </value>

<shrsOrPrnAmt>

<sshPrnamt> 271700 </sshPrnamt>

<sshPrnamtType> SH </sshPrnamtType>

</shrsOrPrnAmt>

<investmentDiscretion> SOLE </investmentDiscretion>

<votingAuthority>

<Sole> 271700 </Sole>

<Shared> 0 </Shared>

<None> 0 </None>

</votingAuthority>

</infoTable>

<infoTable>

<nameOfIssuer> DROPBOX INC </nameOfIssuer>

<titleOfClass> CL A </titleOfClass>

<cusip> 26210C104 </cusip>

<value> 8768 </value>

<shrsOrPrnAmt>

<sshPrnamt> 350000 </sshPrnamt>

<sshPrnamtType> SH </sshPrnamtType>

</shrsOrPrnAmt>

<investmentDiscretion> SOLE </investmentDiscretion>

<votingAuthority>

<Sole> 350000 </Sole>

<Shared> 0 </Shared>

<None> 0 </None>

</votingAuthority>

</infoTable>

<infoTable>

<nameOfIssuer> EDITAS MEDICINE INC </nameOfIssuer>

<titleOfClass> COM </titleOfClass>

<cusip> 28106W103 </cusip>

<value> 9396 </value>

<shrsOrPrnAmt>

<sshPrnamt> 379800 </sshPrnamt>

<sshPrnamtType> SH </sshPrnamtType>

</shrsOrPrnAmt>

<investmentDiscretion> SOLE </investmentDiscretion>

<votingAuthority>

<Sole> 379800 </Sole>

<Shared> 0 </Shared>

<None> 0 </None>

</votingAuthority>

</infoTable>

<infoTable>

<nameOfIssuer> FACEBOOK INC </nameOfIssuer>

<titleOfClass> CL A </titleOfClass>

<cusip> 30303M102 </cusip>

<value> 70449 </value>

<shrsOrPrnAmt>

<sshPrnamt> 365023 </sshPrnamt>

<sshPrnamtType> SH </sshPrnamtType>

</shrsOrPrnAmt>

<investmentDiscretion> SOLE </investmentDiscretion>

<votingAuthority>

<Sole> 365023 </Sole>

<Shared> 0 </Shared>

<None> 0 </None>

</votingAuthority>

</infoTable>

<infoTable>

<nameOfIssuer> INVESCO QQQ TR </nameOfIssuer>

<titleOfClass> UNIT SER 1 </titleOfClass>

<cusip> 46090E103 </cusip>

<value> 326795 </value>

<shrsOrPrnAmt>

<sshPrnamt> 1750000 </sshPrnamt>

<sshPrnamtType> SH </sshPrnamtType>

</shrsOrPrnAmt>

<putCall> Put </putCall>

<investmentDiscretion> SOLE </investmentDiscretion>

<votingAuthority>

<Sole> 0 </Sole>

<Shared> 0 </Shared>

<None> 1750000 </None>

</votingAuthority>

</infoTable>

<infoTable>

<nameOfIssuer> ISHARES TR </nameOfIssuer>

<titleOfClass> MSCI EMG MKT ETF </titleOfClass>

<cusip> 464287234 </cusip>

<value> 150185 </value>

<shrsOrPrnAmt>

<sshPrnamt> 3500000 </sshPrnamt>

<sshPrnamtType> SH </sshPrnamtType>

</shrsOrPrnAmt>

<putCall> Put </putCall>

<investmentDiscretion> SOLE </investmentDiscretion>

<votingAuthority>

<Sole> 0 </Sole>

<Shared> 0 </Shared>

<None> 3500000 </None>

</votingAuthority>

</infoTable>

<infoTable>

<nameOfIssuer> NETFLIX INC </nameOfIssuer>

<titleOfClass> COM </titleOfClass>

<cusip> 64110L106 </cusip>

<value> 76807 </value>

<shrsOrPrnAmt>

<sshPrnamt> 209100 </sshPrnamt>

<sshPrnamtType> SH </sshPrnamtType>

</shrsOrPrnAmt>

<investmentDiscretion> SOLE </investmentDiscretion>

<votingAuthority>

<Sole> 209100 </Sole>

<Shared> 0 </Shared>

<None> 0 </None>

</votingAuthority>

</infoTable>

<infoTable>

<nameOfIssuer> PAGSEGURO DIGITAL LTD </nameOfIssuer>

<titleOfClass> COM CL A </titleOfClass>

<cusip> G68707101 </cusip>

<value> 82614 </value>

<shrsOrPrnAmt>

<sshPrnamt> 2119934 </sshPrnamt>

<sshPrnamtType> SH </sshPrnamtType>

</shrsOrPrnAmt>

<investmentDiscretion> SOLE </investmentDiscretion>

<votingAuthority>

<Sole> 2119934 </Sole>

<Shared> 0 </Shared>

<None> 0 </None>

</votingAuthority>

</infoTable>

<infoTable>

<nameOfIssuer> TAKE-TWO INTERACTIVE SOFTWAR </nameOfIssuer>

<titleOfClass> COM </titleOfClass>

<cusip> 874054109 </cusip>

<value> 46036 </value>

<shrsOrPrnAmt>

<sshPrnamt> 405500 </sshPrnamt>

<sshPrnamtType> SH </sshPrnamtType>

</shrsOrPrnAmt>

<investmentDiscretion> SOLE </investmentDiscretion>

<votingAuthority>

<Sole> 405500 </Sole>

<Shared> 0 </Shared>

<None> 0 </None>

</votingAuthority>

</infoTable>

<infoTable>

<nameOfIssuer> UBER TECHNOLOGIES INC </nameOfIssuer>

<titleOfClass> COM </titleOfClass>

<cusip> 90353T100 </cusip>

<value> 9276 </value>

<shrsOrPrnAmt>

<sshPrnamt> 200000 </sshPrnamt>

<sshPrnamtType> SH </sshPrnamtType>

</shrsOrPrnAmt>

<investmentDiscretion> SOLE </investmentDiscretion>

<votingAuthority>

<Sole> 200000 </Sole>

<Shared> 0 </Shared>

<None> 0 </None>

</votingAuthority>

</infoTable>

<infoTable>

<nameOfIssuer> ZILLOW GROUP INC </nameOfIssuer>

<titleOfClass> CL C CAP STK </titleOfClass>

<cusip> 98954M200 </cusip>

<value> 91729 </value>

<shrsOrPrnAmt>

<sshPrnamt> 1977334 </sshPrnamt>

<sshPrnamtType> SH </sshPrnamtType>

</shrsOrPrnAmt>

<investmentDiscretion> SOLE </investmentDiscretion>

<votingAuthority>

<Sole> 1977334 </Sole>

<Shared> 0 </Shared>

<None> 0 </None>

</votingAuthority>

</infoTable>

<infoTable>

<nameOfIssuer> ZILLOW GROUP INC </nameOfIssuer>

<titleOfClass> CL C CAP STK </titleOfClass>

<cusip> 98954M200 </cusip>

<value> 162365 </value>

<shrsOrPrnAmt>

<sshPrnamt> 3500000 </sshPrnamt>

<sshPrnamtType> SH </sshPrnamtType>

</shrsOrPrnAmt>

<putCall> Call </putCall>

<investmentDiscretion> SOLE </investmentDiscretion>

<votingAuthority>

<Sole> 0 </Sole>

<Shared> 0 </Shared>

<None> 3500000 </None>

</votingAuthority>

</infoTable>

</informationTable>

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Filing Submission 0001567619-19-016089 – Alternative Formats (Word / Rich Text, HTML, Plain Text, et al.)

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