13F HOLDINGS REPORT
JAT Capital Mgmt LP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001892688-23-000076
Total Value
$433.1M
Positions
36
Other Managers
0
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICRON TECHNOLOGY INC | MU | 1,154,540 | $72.9M | 16.83% |
| 2 | NVIDIA CORPORATION | NVDA | 108,957 | $46.1M | 10.64% |
| 3 | MATCH GROUP INC NEW | MTCH | 933,702 | $39.1M | 9.02% |
| 4 | ALPHABET INC | GOOG | 220,447 | $26.4M | 6.09% |
| 5 | META PLATFORMS INC | META | 88,254 | $25.3M | 5.85% |
| 6 | GLOBAL E ONLINE LTD | GLBE | 593,402 | $24.3M | 5.61% |
| 7 | PURE STORAGE INC | 74624M102 | 611,866 | $22.5M | 5.20% |
| 8 | AMAZON COM INC | AMZN | 139,442 | $18.2M | 4.20% |
| 9 | ROBLOX CORP | RBLX | 320,000 | $12.9M | 2.98% |
| 10 | NETFLIX INC | NFLX | 28,068 | $12.4M | 2.85% |
| 11 | LOUISIANA PAC CORP | LPX | 160,236 | $12.0M | 2.77% |
| 12 | MONGODB INC | MDB | 27,500 | $11.3M | 2.61% |
| 13 | OVERSTOCK COM INC DEL | BBBY-WT | 343,148 | $11.2M | 2.58% |
| 14 | DRAFTKINGS INC NEW | DKNG | 417,142 | $11.1M | 2.56% |
| 15 | NIKE INC | NKE | 100,000 | $11.0M | 2.55% |
| 16 | MERCADOLIBRE INC | MELI | 7,960 | $9.4M | 2.18% |
| 17 | MICROSOFT CORP | MSFT | 26,928 | $9.2M | 2.12% |
| 18 | THE TRADE DESK INC | 88339J105 | 108,318 | $8.4M | 1.93% |
| 19 | SUPER MICRO COMPUTER INC | SMCI | 31,802 | $7.9M | 1.83% |
| 20 | CONFLUENT INC | 20717M103 | 214,095 | $7.6M | 1.75% |
| 21 | SERVICENOW INC | NOW | 12,688 | $7.1M | 1.65% |
| 22 | ACADEMY SPORTS & OUTDOORS IN | ASO | 75,000 | $4.1M | 0.94% |
| 23 | CLOUDFLARE INC | NET | 51,522 | $3.4M | 0.78% |
| 24 | RPM INTL INC | 749685103 | 36,109 | $3.2M | 0.75% |
| 25 | GENERAC HLDGS INC | GNRC | 20,470 | $3.1M | 0.70% |
| 26 | ADVANCED MICRO DEVICES INC | AMD | 24,216 | $2.8M | 0.64% |
| 27 | DISH NETWORK CORPORATION | 25470M109 | 374,300 | $2.5M | 0.57% |
| 28 | EPAM SYS INC | EPAM | 8,300 | $1.9M | 0.43% |
| 29 | SPOTIFY TECHNOLOGY S A | SPOT | 6,950 | $1.1M | 0.26% |
| 30 | RUMBLE INC | RUMBW | 119,387 | $1.1M | 0.25% |
| 31 | ETSY INC | ETSY | 11,238 | $950,847 | 0.22% |
| 32 | SHUTTERSTOCK INC | SSTK | 18,274 | $889,396 | 0.21% |
| 33 | HUBSPOT INC | HUBS | 1,354 | $720,450 | 0.17% |
| 34 | DOORDASH INC | DASH | 6,999 | $534,864 | 0.12% |
| 35 | ZILLOW GROUP INC | Z | 8,521 | $419,233 | 0.10% |
| 36 | UBER TECHNOLOGIES INC | UBER | 8,300 | $358,311 | 0.08% |