About
Lütfi Kirdar is an analyst at Valiant Capital Management, L.P., where he is responsible for conducting investment research, financial modeling, and in-depth due diligence to support the firm's portfolio management strategies. His work primarily focuses on public equity investments, with an emphasis on the technology and consumer sectors, evaluating both growth opportunities and risk exposures in global markets.
Prior to joining Valiant Capital Management, Lütfi served as an investment analyst at Seven Harbour Global, LP from 2014 to 2016, and at Conatus Capital Management LP from 2010 to 2014. In these roles, he specialized in idea generation, sector analysis, and valuation across a range of industries, including software, internet, and global consumer companies.
Lütfi is recognized for his expertise in public equities, sector rotations, and financial analysis, contributing to multiple successful investment theses in the technology and consumer spaces. His career reflects a consistent focus on fundamental research and cross-sector investing, though his educational background is not publicly disclosed. No confirmed awards or major public contributions are available in domain sources.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Valiant Capital Partners | Analyst | Oct 2016 to Present | — |
| Seven Harbour Global, LP | Investment Analyst | Jun 2014 to Sep 2016 | — |
| Conatus Capital Management LP | Investment Analyst | Jan 2010 to Jan 2014 | — |
| Goldman Sachs | Analyst | Jan 2009 to Jan 2010 | — |
| Goldman Sachs | Analyst (Summer Intern) | Jun 2008 to Aug 2008 | — |
Others at Valiant Capital Management, L.P. (11)
| Name | Role | Location |
|---|---|---|
B Brian Holmquest | Investment Analyst | San Francisco, CA , United States |
C Carey Wilkinson | Partner | San Francisco, CA , United States |
| Partner | San Francisco, CA , United States | |
D David Goldberg | Partner | San Francisco, CA , United States |
| analyst | London, United Kingdom | |
| Senior Analyst | San Francisco, CA , United States | |
J Johann de Sousa | Analyst | CA , United States |
| Analyst | Rockville, MD , United States | |
| Valiant Capital Partners | Lafayette, CA , United States | |
| Analyst | CA , United States |
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