13F HOLDINGS REPORT
JAT Capital Mgmt LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001892688-23-000052
Total Value
$335.4M
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SEAWORLD ENTMT INC | PRKS | 1,391,507 | $85.3M | 25.43% |
| 2 | NVIDIA CORPORATION | NVDA | 99,701 | $27.7M | 8.26% |
| 3 | META PLATFORMS INC | META | 105,466 | $22.4M | 6.66% |
| 4 | PINTEREST INC | PINS | 605,068 | $16.5M | 4.92% |
| 5 | PROCORE TECHNOLOGIES INC | PCOR | 232,687 | $14.6M | 4.34% |
| 6 | MICRON TECHNOLOGY INC | MU | 237,236 | $14.3M | 4.27% |
| 7 | SPOTIFY TECHNOLOGY S A | SPOT | 105,505 | $14.1M | 4.20% |
| 8 | NIKE INC | NKE | 107,678 | $13.2M | 3.94% |
| 9 | AMAZON COM INC | AMZN | 127,570 | $13.2M | 3.93% |
| 10 | BLOCK INC | BSQKZ | 162,041 | $11.1M | 3.32% |
| 11 | FLEETCOR TECHNOLOGIES INC | 339041105 | 51,820 | $10.9M | 3.26% |
| 12 | MATCH GROUP INC NEW | MTCH | 278,761 | $10.7M | 3.19% |
| 13 | AVIS BUDGET GROUP | CAR | 54,646 | $10.6M | 3.17% |
| 14 | RH | RH | 42,992 | $10.5M | 3.12% |
| 15 | MERCADOLIBRE INC | MELI | 6,556 | $8.6M | 2.58% |
| 16 | CHEWY INC | CHWY | 223,296 | $8.3M | 2.49% |
| 17 | DAVE & BUSTERS ENTMT INC | 238337109 | 214,348 | $7.9M | 2.35% |
| 18 | HUBSPOT INC | HUBS | 16,602 | $7.1M | 2.12% |
| 19 | DISH NETWORK CORPORATION | 25470M109 | 612,138 | $5.7M | 1.70% |
| 20 | DRAFTKINGS INC NEW | DKNG | 233,053 | $4.5M | 1.35% |
| 21 | SNOWFLAKE INC | SNOW | 24,215 | $3.7M | 1.11% |
| 22 | NETFLIX INC | NFLX | 9,568 | $3.3M | 0.99% |
| 23 | THE TRADE DESK INC | 88339J105 | 51,071 | $3.1M | 0.93% |
| 24 | CLOUDFLARE INC | NET | 28,917 | $1.8M | 0.53% |
| 25 | IHEARTMEDIA INC | IHETW | 434,430 | $1.7M | 0.51% |
| 26 | INTUIT | INTU | 3,064 | $1.4M | 0.41% |
| 27 | MARVELL TECHNOLOGY INC | MRVL | 30,159 | $1.3M | 0.39% |
| 28 | WESTERN DIGITAL CORP. | WDC | 31,541 | $1.2M | 0.35% |
| 29 | ZILLOW GROUP INC | Z | 8,706 | $380,452 | 0.11% |
| 30 | DOORDASH INC | DASH | 3,823 | $242,990 | 0.07% |