Valiant Capital Management, L.P.
Position in SEI — Solaris Energy Infrastructure, Inc.
CIK 1452689
San Francisco, CA
Position in SEI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$129,085,679
+$65,822,565 QoQ
Shares Held
1,604,346
+43.3% QoQ
Ownership
2.10%
of shares outstanding
% of Portfolio
9.82%
of 13F equity value
Holder Rank
#8
of 430 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SEI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Valiant Capital Management, L.P. holds $189,922,770 across 2 Oil & Gas Equipment & Services names. SEI ranks #1 (68.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SEI |
Solaris Energy Infrastructure, Inc.
This page
|
1,604,346 | $129,085,679 | |
| 2 | PUMP |
ProPetro Holding Corp.
|
4,242,475 | $60,837,091 |
All Filings in SEI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $129,085,679 | 1,604,346 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $63,263,114 | 1,119,503 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $33,764,919 | 734,499 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||