13F HOLDINGS REPORT
JAT Capital Mgmt LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001892688-23-000099
Total Value
$447.5M
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NETFLIX INC | NFLX | 179,361 | $67.7M | 15.13% |
| 2 | NVIDIA CORPORATION | NVDA | 149,857 | $65.2M | 14.57% |
| 3 | MICROSOFT CORP | MSFT | 167,675 | $52.9M | 11.83% |
| 4 | OVERSTOCK COM INC DEL | BBBY-WT | 3,173,728 | $50.2M | 11.22% |
| 5 | DRAFTKINGS INC NEW | DKNG | 1,244,638 | $36.6M | 8.19% |
| 6 | MICRON TECHNOLOGY INC | MU | 462,843 | $31.5M | 7.04% |
| 7 | ADVANCED MICRO DEVICES INC | AMD | 217,245 | $22.3M | 4.99% |
| 8 | PINTEREST INC | PINS | 736,355 | $19.9M | 4.45% |
| 9 | RH | RH | 47,708 | $12.6M | 2.82% |
| 10 | OVERSTOCK COM INC DEL | BBBY-WT | 790,300 | $12.5M | 2.79% |
| 11 | AMAZON COM INC | AMZN | 90,781 | $11.5M | 2.58% |
| 12 | NEXSTAR MEDIA GROUP INC | NXST | 75,282 | $10.8M | 2.41% |
| 13 | GLOBAL E ONLINE LTD | GLBE | 250,962 | $10.0M | 2.23% |
| 14 | MATCH GROUP INC NEW | MTCH | 241,605 | $9.5M | 2.11% |
| 15 | PURE STORAGE INC | 74624M102 | 234,693 | $8.4M | 1.87% |
| 16 | THE TRADE DESK INC | 88339J105 | 69,871 | $5.5M | 1.22% |
| 17 | ROBLOX CORP | RBLX | 169,866 | $4.9M | 1.10% |
| 18 | DOORDASH INC | DASH | 58,431 | $4.6M | 1.04% |
| 19 | TEMPUR SEALY INTL INC | SGI | 68,290 | $3.0M | 0.66% |
| 20 | DISH NETWORK CORPORATION | 25470M109 | 419,824 | $2.5M | 0.55% |
| 21 | PSQ HOLDINGS INC | PSQH-WT | 173,781 | $1.6M | 0.35% |
| 22 | PALANTIR TECHNOLOGIES INC | PLTR | 44,604 | $713,664 | 0.16% |
| 23 | RUMBLE INC | RUMBW | 133,907 | $682,926 | 0.15% |
| 24 | CHEWY INC | CHWY | 30,666 | $559,961 | 0.13% |
| 25 | SPOTIFY TECHNOLOGY S A | SPOT | 3,556 | $549,900 | 0.12% |
| 26 | ZILLOW GROUP INC | Z | 9,576 | $428,909 | 0.10% |
| 27 | UBER TECHNOLOGIES INC | UBER | 9,281 | $426,833 | 0.10% |
| 28 | ALPHABET INC | GOOG | 2,061 | $269,702 | 0.06% |
| 29 | FLEETCOR TECHNOLOGIES INC | 339041105 | 820 | $209,379 | 0.05% |