13F HOLDINGS REPORT
JAT Capital Mgmt LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001892688-24-000099
Total Value
$775.7M
Positions
47
Other Managers
0
Confidential Omitted
No
Holdings (47)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CONSTELLATION ENERGY CORP | CEG | 495,000 | $99.1M | 12.78% |
| 2 | CONSTELLATION ENERGY CORP | CEG | 364,537 | $73.0M | 9.41% |
| 3 | MICRON TECHNOLOGY INC | MU | 501,795 | $66.0M | 8.51% |
| 4 | WESTERN DIGITAL CORP. | WDC | 580,241 | $44.0M | 5.67% |
| 5 | FIRST SOLAR INC | FSLR | 152,500 | $34.4M | 4.43% |
| 6 | AVIS BUDGET GROUP | CAR | 319,787 | $33.4M | 4.31% |
| 7 | IRIS ENERGY LTD | IREN | 2,403,782 | $27.1M | 3.50% |
| 8 | TERAWULF INC | WULF | 5,026,656 | $22.4M | 2.88% |
| 9 | MASTEC INC | MTZ | 206,498 | $22.1M | 2.85% |
| 10 | BEYOND INC | BBBY-WT | 1,650,000 | $21.6M | 2.78% |
| 11 | LIVE NATION ENTERTAINMENT IN | LYV | 226,842 | $21.3M | 2.74% |
| 12 | BROADCOM INC | AVGO | 12,000 | $19.3M | 2.48% |
| 13 | BLOOM ENERGY CORP | BE | 1,465,611 | $17.9M | 2.31% |
| 14 | REDDIT INC | RDDT | 267,715 | $17.1M | 2.21% |
| 15 | PURE STORAGE INC | 74624M102 | 264,008 | $17.0M | 2.19% |
| 16 | VISTRA CORP | VST | 183,515 | $15.8M | 2.03% |
| 17 | BEYOND INC | BBBY-WT | 1,171,652 | $15.3M | 1.98% |
| 18 | MONGODB INC | MDB | 56,247 | $14.1M | 1.81% |
| 19 | PINTEREST INC | PINS | 314,000 | $13.8M | 1.78% |
| 20 | AMAZON COM INC | AMZN | 67,221 | $13.0M | 1.67% |
| 21 | SUPER MICRO COMPUTER INC | SMCI | 15,200 | $12.5M | 1.61% |
| 22 | SERVICENOW INC | NOW | 15,042 | $11.8M | 1.53% |
| 23 | NVIDIA CORPORATION | NVDA | 93,790 | $11.6M | 1.49% |
| 24 | LYFT INC | LYFT | 750,000 | $10.6M | 1.36% |
| 25 | MATCH GROUP INC NEW | MTCH | 340,618 | $10.3M | 1.33% |
| 26 | ARM HOLDINGS PLC | 042068205 | 62,788 | $10.3M | 1.32% |
| 27 | SUPER MICRO COMPUTER INC | SMCI | 12,157 | $10.0M | 1.28% |
| 28 | NETFLIX INC | NFLX | 14,392 | $9.7M | 1.25% |
| 29 | CORE SCIENTIFIC INC NEW | 21874A106 | 930,000 | $8.6M | 1.12% |
| 30 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 44,875 | $7.8M | 1.01% |
| 31 | SPOTIFY TECHNOLOGY S A | SPOT | 24,334 | $7.6M | 0.98% |
| 32 | ELASTIC N V | ESTC | 66,374 | $7.6M | 0.97% |
| 33 | NIKE INC | NKE | 100,000 | $7.5M | 0.97% |
| 34 | ROBLOX CORP | RBLX | 200,000 | $7.4M | 0.96% |
| 35 | DELL TECHNOLOGIES INC | DELL | 44,931 | $6.2M | 0.80% |
| 36 | PROCORE TECHNOLOGIES INC | PCOR | 90,492 | $6.0M | 0.77% |
| 37 | ROKU INC | ROKU | 94,800 | $5.7M | 0.73% |
| 38 | COLOMBIER ACQUISITION CORP I | CLBR-WT | 415,350 | $4.3M | 0.56% |
| 39 | TRUPANION INC | TRUP | 118,000 | $3.5M | 0.45% |
| 40 | ECHOSTAR CORP | SATS | 151,755 | $2.7M | 0.35% |
| 41 | MICROSOFT CORP | MSFT | 3,870 | $1.7M | 0.22% |
| 42 | ASML HOLDING N V | ASMLF | 1,400 | $1.4M | 0.18% |
| 43 | ADVANCED MICRO DEVICES INC | AMD | 7,500 | $1.2M | 0.16% |
| 44 | DRAFTKINGS INC NEW | DKNG | 16,161 | $616,865 | 0.08% |
| 45 | UNITED PARKS & RESORTS INC | PRKS | 10,925 | $593,337 | 0.08% |
| 46 | UBER TECHNOLOGIES INC | UBER | 7,446 | $541,175 | 0.07% |
| 47 | UNITY SOFTWARE INC | U | 10,314 | $167,706 | 0.02% |