# EDGAR Filing Document

**Accession Number:** 0001452689
**File Stem:** 0000935836-25-000577
**Filing Date:** 2025-8
**Character Count:** 14470
**Document Hash:** 368f8a275d22ea24b0c40279c02306dd
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000935836-25-000577.hdr.sgml**: 20250829

**ACCESSION NUMBER**: 0000935836-25-000577

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250829

**EFFECTIVENESS DATE**: 20250829

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Valiant Capital Management, L.P.
- **CENTRAL INDEX KEY:** 0001452689

**ORGANIZATION NAME:**
- **EIN:** 262303018
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-13282
- **FILM NUMBER:** 251280156

**BUSINESS ADDRESS:**
- **STREET 1:** 394 PACIFIC AVENUE
- **STREET 2:** FLOOR 4
- **CITY:** SAN FRANCISCO
- **STATE:** CA
- **ZIP:** 94111
- **BUSINESS PHONE:** 415-659-7226

**MAIL ADDRESS:**
- **STREET 1:** 394 PACIFIC AVENUE
- **STREET 2:** FLOOR 4
- **CITY:** SAN FRANCISCO
- **STATE:** CA
- **ZIP:** 94111

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Valiant Capital Management ,L.P.
- **DATE OF NAME CHANGE:** 20111130

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Valiant Capital Management LP
- **DATE OF NAME CHANGE:** 20081223

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001452689

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** Valiant Capital Management, L.P.

**Address:** 394 PACIFIC AVENUE, SAN FRANCISCO, CA 94111

**Telephone number:** 415-659-7226

**Name of agent for service:** CORPORATION SERVICE COMPANY

**Agent Address:** 251 LITTLE FALLS DRIVE, WILMINGTON, DE 19808

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-13282

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** 549300H2GQ5FMZJTSV18

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 1

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                      | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                                                                                                                | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| TAKE-TWO INTERACTIVE SOFTWARE, INC. | 874054109 | 09/18/2024     | Approval, on a non-binding advisory basis, of the compensation of the Company's "named executive officers" as disclosed in the Proxy Statement.                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          96863 |                0 | FOR         |                                    96863 | FOR                         |  |
| CREDO TECHNOLOGY GROUP HOLDING LTD  | G25457105 | 10/21/2024     | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers, as disclosed in the proxy statement.                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          29176 |                0 | FOR         |                                    29176 | FOR                         |  |
| MICROSOFT CORPORATION               | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote").                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          15603 |                0 | FOR         |                                    15603 | FOR                         |  |
| BROADCOM INC                        | 11135F101 | 04/21/2025     | Advisory vote to approve the named executive officer compensation.                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         215040 |                0 | FOR         |                                   215040 | FOR                         |  |
| TRANSALTA CORPORATION               | 89346D107 | 04/24/2025     | Say-on-Pay. Advisory vote to accept the Company's approach to executive compensation, as described in the Management Proxy Circular.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         960092 |                0 | FOR         |                                   960092 | FOR                         |  |
| CAPITAL POWER CORPORATION           | 14042M300 | 04/29/2025     | RESOLVED, on an advisory basis and not to diminish the role and responsibilities of the board of directors that the shareholders accept the approach to executive compensation disclosed in Capital Power's management proxy circular delivered before its 2025 annual meeting of shareholders. | SECTION 14A SAY-ON-PAY VOTES |          50358 |                0 | FOR         |                                    50358 | FOR                         |  |
| VISTRA CORP.                        | 92840M102 | 04/30/2025     | To approve, on a non-binding advisory basis, the 2024 compensation of the Company's named executive officers.                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         262279 |                0 | FOR         |                                   262279 | FOR                         |  |
| ELI LILLY AND COMPANY               | 532457108 | 05/05/2025     | Approval, on an advisory basis, of the compensation paid to the company's named executive officers.                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           5508 |                0 | FOR         |                                     5508 | FOR                         |  |
| UBER TECHNOLOGIES, INC.             | 90353T100 | 05/05/2025     | Advisory vote to approve 2024 named executive officer compensation.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |            411 |                0 | FOR         |                                      411 | FOR                         |  |
| TALEN ENERGY CORPORATION            | 87422Q109 | 05/07/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           5633 |                0 | FOR         |                                     5633 | FOR                         |  |
| GE VERNOVA INC.                     | 36828A101 | 05/14/2025     | Approve the compensation of our named executives officers in an advisory vote                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          65197 |                0 | FOR         |                                    65197 | FOR                         |  |
| AMAZON.COM, INC.                    | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          98556 |                0 | FOR         |                                    98556 | FOR                         |  |
| QUANTA SERVICES, INC.               | 74762E102 | 05/22/2025     | Approval, by non-binding advisory vote, of Quanta's executive compensation.                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         117220 |                0 | FOR         |                                   117220 | FOR                         |  |
| SERVICENOW, INC.                    | 81762P102 | 05/22/2025     | Advisory vote to approve ServiceNow's named executive officer compensation.                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          11651 |                0 | FOR         |                                    11651 | FOR                         |  |
| CORE SCIENTIFIC, INC.               | 21874A106 | 05/23/2025     | To approve, on a non-binding, advisory basis, the compensation of our named executive officers, as disclosed in this proxy statement.                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |        2873898 |                0 | FOR         |                                  2873898 | FOR                         |  |
| SALESFORCE, INC.                    | 79466L302 | 06/05/2025     | Approval, on an advisory basis, of the fiscal 2025 compensation of our named executive officers.                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         111655 |                0 | FOR         |                                   111655 | FOR                         |  |
| NETFLIX, INC.                       | 64110L106 | 06/05/2025     | Advisory approval of named executive officer compensation.                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          14563 |                0 | FOR         |                                    14563 | FOR                         |  |
| WILLDAN GROUP, INC.                 | 96924N100 | 06/12/2025     | Approval, on a non-binding advisory basis, of our named executive officer compensation.                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         198321 |                0 | FOR         |                                   198321 | FOR                         |  |
| ARGAN, INC.                         | 04010E109 | 06/17/2025     | The non-binding advisory approval of our executive compensation (the "say-on- pay" vote).                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         407794 |                0 | FOR         |                                   407794 | FOR                         |  |
| NVIDIA CORPORATION                  | 67066G104 | 06/25/2025     | Advisory approval of our executive compensation.                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          91060 |                0 | FOR         |                                    91060 | FOR                         |  |
| RH                                  | 74967X103 | 06/26/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          93188 |                0 | FOR         |                                    93188 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Valiant Capital Management, L.P.

**By (Signature):** Michaela Beckman

**By (Printed Signature):** Michaela Beckman

**By (Title):** Chief Compliance Officer

**Date:** 08/27/2025