13F HOLDINGS REPORT
JAT Capital Mgmt LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001892688-24-000151
Total Value
$621.4M
Positions
39
Other Managers
0
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CORE SCIENTIFIC INC NEW | 21874A106 | 4,601,374 | $54.6M | 8.78% |
| 2 | ROKU INC | ROKU | 540,577 | $40.4M | 6.49% |
| 3 | CONSTELLATION ENERGY CORP | CEG | 152,069 | $39.5M | 6.36% |
| 4 | ELASTIC N V | ESTC | 465,549 | $35.7M | 5.75% |
| 5 | NVIDIA CORPORATION | NVDA | 287,717 | $34.9M | 5.62% |
| 6 | AVIS BUDGET GROUP | CAR | 398,170 | $34.9M | 5.61% |
| 7 | REDDIT INC | RDDT | 517,235 | $34.1M | 5.49% |
| 8 | HUT 8 CORP | HUT | 2,631,337 | $32.3M | 5.19% |
| 9 | WESTERN DIGITAL CORP. | WDC | 420,286 | $28.7M | 4.62% |
| 10 | ROBLOX CORP | RBLX | 620,000 | $27.4M | 4.42% |
| 11 | DELL TECHNOLOGIES INC | DELL | 212,007 | $25.1M | 4.04% |
| 12 | MONGODB INC | MDB | 86,320 | $23.3M | 3.76% |
| 13 | BLOOM ENERGY CORP | BE | 2,198,974 | $23.2M | 3.74% |
| 14 | PINTEREST INC | PINS | 701,500 | $22.7M | 3.65% |
| 15 | IMPINJ INC | PI | 87,000 | $18.8M | 3.03% |
| 16 | META PLATFORMS INC | META | 30,662 | $17.6M | 2.82% |
| 17 | CARVANA CO | CVNA | 76,607 | $13.3M | 2.15% |
| 18 | COSTAR GROUP INC | CSGP | 168,178 | $12.7M | 2.04% |
| 19 | APPLOVIN CORP | APP | 95,000 | $12.4M | 2.00% |
| 20 | INTUIT | INTU | 17,500 | $10.9M | 1.75% |
| 21 | DYNATRACE INC | DT | 175,000 | $9.4M | 1.51% |
| 22 | CORE SCIENTIFIC INC NEW | 21874A106 | 727,200 | $8.6M | 1.39% |
| 23 | APPLIED OPTOELECTRONICS INC | AAOI | 452,155 | $6.5M | 1.04% |
| 24 | WYNN RESORTS LTD | WYNN | 65,000 | $6.2M | 1.00% |
| 25 | TERAWULF INC | WULF | 1,207,376 | $5.7M | 0.91% |
| 26 | CROCS INC | CROX | 35,000 | $5.1M | 0.82% |
| 27 | TRUPANION INC | TRUP | 118,000 | $5.0M | 0.80% |
| 28 | CAMECO CORP | CCJ | 100,000 | $4.8M | 0.77% |
| 29 | BEYOND INC | BBBY-WT | 450,000 | $4.5M | 0.73% |
| 30 | FRONTIER COMMUNICATIONS PARE | 35909D109 | 125,000 | $4.4M | 0.71% |
| 31 | COLOMBIER ACQUISITION CORP I | CLBR-WT | 415,350 | $4.3M | 0.69% |
| 32 | ZETA GLOBAL HOLDINGS CORP | ZETA | 84,487 | $2.5M | 0.41% |
| 33 | TALEN ENERGY CORP | TLN | 14,100 | $2.5M | 0.40% |
| 34 | ADOBE INC | ADBE | 4,207 | $2.2M | 0.35% |
| 35 | VISTRA CORP | VST | 16,897 | $2.0M | 0.32% |
| 36 | AMAZON COM INC | AMZN | 10,000 | $1.9M | 0.30% |
| 37 | LUMEN TECHNOLOGIES INC | LUMN | 253,610 | $1.8M | 0.29% |
| 38 | BEYOND INC | BBBY-WT | 125,090 | $1.3M | 0.20% |
| 39 | LIVE NATION ENTERTAINMENT IN | LYV | 2,796 | $306,134 | 0.05% |