13F HOLDINGS REPORT
JAT Capital Mgmt LP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001892688-24-000067
Total Value
$802.8M
Positions
36
Other Managers
0
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BEYOND INC | BBBY-WT | 3,823,062 | $137.3M | 17.10% |
| 2 | ADVANCED MICRO DEVICES INC | AMD | 515,657 | $93.1M | 11.59% |
| 3 | WESTERN DIGITAL CORP. | WDC | 1,065,574 | $72.7M | 9.06% |
| 4 | SALESFORCE INC | CRM | 204,643 | $61.6M | 7.68% |
| 5 | PINTEREST INC | PINS | 1,460,735 | $50.6M | 6.31% |
| 6 | SUPER MICRO COMPUTER INC | SMCI | 46,700 | $47.2M | 5.88% |
| 7 | LIGHTSPEED COMMERCE INC | LSPD | 3,128,085 | $44.0M | 5.48% |
| 8 | ROBLOX CORP | RBLX | 1,092,000 | $41.7M | 5.19% |
| 9 | MARVELL TECHNOLOGY INC | MRVL | 452,083 | $32.0M | 3.99% |
| 10 | META PLATFORMS INC | META | 47,997 | $23.3M | 2.90% |
| 11 | MONGODB INC | MDB | 59,450 | $21.3M | 2.66% |
| 12 | DRAFTKINGS INC NEW | DKNG | 464,614 | $21.1M | 2.63% |
| 13 | NVIDIA CORPORATION | NVDA | 20,945 | $18.9M | 2.36% |
| 14 | CARNIVAL CORP | CUKPF | 1,100,000 | $18.0M | 2.24% |
| 15 | SPOTIFY TECHNOLOGY S A | SPOT | 45,128 | $11.9M | 1.48% |
| 16 | MICRON TECHNOLOGY INC | MU | 100,000 | $11.8M | 1.47% |
| 17 | COUPANG INC | CPNG | 561,000 | $10.0M | 1.24% |
| 18 | CARVANA CO | CVNA | 108,264 | $9.5M | 1.19% |
| 19 | AVIS BUDGET GROUP | CAR | 75,705 | $9.3M | 1.15% |
| 20 | APPLOVIN CORP | APP | 121,690 | $8.4M | 1.05% |
| 21 | ROKU INC | ROKU | 121,645 | $7.9M | 0.99% |
| 22 | IMPINJ INC | PI | 57,839 | $7.4M | 0.93% |
| 23 | MATCH GROUP INC NEW | MTCH | 200,667 | $7.3M | 0.91% |
| 24 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 123,770 | $5.4M | 0.67% |
| 25 | NEXSTAR MEDIA GROUP INC | NXST | 28,382 | $4.9M | 0.61% |
| 26 | MICROSOFT CORP | MSFT | 11,370 | $4.8M | 0.60% |
| 27 | COLOMBIER ACQUISITION CORP I | CLBR-WT | 415,350 | $4.3M | 0.54% |
| 28 | NETFLIX INC | NFLX | 6,000 | $3.6M | 0.45% |
| 29 | ECHOSTAR CORP | SATS | 187,302 | $2.7M | 0.33% |
| 30 | GITLAB INC | GTLB | 34,500 | $2.0M | 0.25% |
| 31 | REDDIT INC | RDDT | 40,000 | $2.0M | 0.25% |
| 32 | TRUPANION INC | TRUP | 65,000 | $1.8M | 0.22% |
| 33 | ROYAL CARIBBEAN GROUP | V7780T103 | 11,329 | $1.6M | 0.20% |
| 34 | SUPER MICRO COMPUTER INC | SMCI | 1,500 | $1.5M | 0.19% |
| 35 | MAPLEBEAR INC | CART | 25,279 | $942,654 | 0.12% |
| 36 | SIGNET JEWELERS LIMITED | SIG | 8,826 | $883,218 | 0.11% |