13F HOLDINGS REPORT
JAT Capital Mgmt LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001892688-23-000030
Total Value
$277.6M
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SEAWORLD ENTMT INC | PRKS | 675,099 | $36.1M | 13.01% |
| 2 | AMAZON COM INC | AMZN | 348,110 | $29.2M | 10.53% |
| 3 | ALPHABET INC | GOOG | 303,845 | $26.8M | 9.66% |
| 4 | MATCH GROUP INC NEW | MTCH | 588,304 | $24.4M | 8.79% |
| 5 | THE TRADE DESK INC | 88339J105 | 505,524 | $22.7M | 8.16% |
| 6 | CLOUDFLARE INC | NET | 327,145 | $14.8M | 5.33% |
| 7 | PINTEREST INC | PINS | 532,420 | $12.9M | 4.66% |
| 8 | DISH NETWORK CORPORATION | 25470M109 | 905,252 | $12.7M | 4.58% |
| 9 | INTUIT | INTU | 31,970 | $12.4M | 4.48% |
| 10 | DRAFTKINGS INC NEW | DKNG | 852,067 | $9.7M | 3.50% |
| 11 | MERCADOLIBRE INC | MELI | 11,068 | $9.4M | 3.37% |
| 12 | ZILLOW GROUP INC | Z | 275,335 | $8.6M | 3.10% |
| 13 | NETFLIX INC | NFLX | 28,852 | $8.5M | 3.06% |
| 14 | DAVE & BUSTERS ENTMT INC | 238337109 | 237,570 | $8.4M | 3.03% |
| 15 | ETSY INC | ETSY | 61,700 | $7.4M | 2.66% |
| 16 | META PLATFORMS INC | META | 59,151 | $7.1M | 2.56% |
| 17 | NVIDIA CORPORATION | NVDA | 41,200 | $6.0M | 2.17% |
| 18 | FIVE9 INC | FIVN | 63,519 | $4.3M | 1.55% |
| 19 | IHEARTMEDIA INC | IHETW | 695,896 | $4.3M | 1.54% |
| 20 | SHOPIFY INC | SHOP | 113,279 | $3.9M | 1.42% |
| 21 | ROKU INC | ROKU | 74,314 | $3.0M | 1.09% |
| 22 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 38,101 | $2.8M | 1.02% |
| 23 | KAR AUCTION SVCS INC | OPLN | 154,100 | $2.0M | 0.72% |