13F HOLDINGS REPORT
JAT Capital Mgmt LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001892688-25-000098
Total Value
$632.0M
Positions
39
Other Managers
0
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CORE SCIENTIFIC INC NEW | 21874A106 | 5,852,913 | $82.2M | 13.01% |
| 2 | CONSTELLATION ENERGY CORP | CEG | 341,082 | $76.3M | 12.07% |
| 3 | APPLIED OPTOELECTRONICS INC | AAOI | 1,851,730 | $68.3M | 10.80% |
| 4 | APPLOVIN CORP | APP | 114,081 | $36.9M | 5.85% |
| 5 | CONSTELLATION ENERGY CORP | CEG | 140,000 | $31.3M | 4.96% |
| 6 | COHERENT CORP | COHR | 297,185 | $28.2M | 4.45% |
| 7 | MASTEC INC | MTZ | 173,814 | $23.7M | 3.74% |
| 8 | HUT 8 CORP | HUT | 1,054,119 | $21.6M | 3.42% |
| 9 | ORACLE CORP | ORCL-PD | 126,433 | $21.1M | 3.33% |
| 10 | AMAZON COM INC | AMZN | 87,500 | $19.2M | 3.04% |
| 11 | REDDIT INC | RDDT | 108,759 | $17.8M | 2.81% |
| 12 | CARVANA CO | CVNA | 86,545 | $17.6M | 2.78% |
| 13 | AVIS BUDGET GROUP | CAR | 200,876 | $16.2M | 2.56% |
| 14 | THE TRADE DESK INC | 88339J105 | 131,907 | $15.5M | 2.45% |
| 15 | CORE SCIENTIFIC INC NEW | 21874A106 | 1,067,200 | $15.0M | 2.37% |
| 16 | OKLO INC | OKLO | 697,042 | $14.8M | 2.34% |
| 17 | TESLA INC | TSLA | 35,426 | $14.3M | 2.26% |
| 18 | APPLIED OPTOELECTRONICS INC | AAOI | 385,100 | $14.2M | 2.25% |
| 19 | ADOBE INC | ADBE | 26,290 | $11.7M | 1.85% |
| 20 | DUOLINGO INC | DUOL | 30,036 | $9.7M | 1.54% |
| 21 | CINEMARK HLDGS INC | CNK | 313,990 | $9.7M | 1.54% |
| 22 | META PLATFORMS INC | META | 15,000 | $8.8M | 1.39% |
| 23 | DRAFTKINGS INC NEW | DKNG | 228,435 | $8.5M | 1.34% |
| 24 | MONDAY COM LTD | MNDY | 30,109 | $7.1M | 1.12% |
| 25 | WARNER BROS DISCOVERY INC | WBD | 650,000 | $6.9M | 1.09% |
| 26 | BLOOM ENERGY CORP | BE | 308,490 | $6.9M | 1.08% |
| 27 | COLOMBIER ACQUISITION CORP I | CLBR-WT | 415,350 | $5.1M | 0.81% |
| 28 | ELASTIC N V | ESTC | 50,000 | $5.0M | 0.78% |
| 29 | GE VERNOVA INC | GEV | 10,000 | $3.3M | 0.52% |
| 30 | MONGODB INC | MDB | 13,575 | $3.2M | 0.50% |
| 31 | WESTERN DIGITAL CORP | WDC | 38,424 | $2.3M | 0.36% |
| 32 | ARISTA NETWORKS INC | ANET | 17,633 | $1.9M | 0.31% |
| 33 | GITLAB INC | GTLB | 34,210 | $1.9M | 0.31% |
| 34 | NEBIUS GROUP N.V. | NBIS | 60,125 | $1.7M | 0.26% |
| 35 | HERTZ GLOBAL HLDGS INC | HTZWW | 395,790 | $1.4M | 0.23% |
| 36 | SHOPIFY INC | SHOP | 12,500 | $1.3M | 0.21% |
| 37 | ROBLOX CORP | RBLX | 12,015 | $695,188 | 0.11% |
| 38 | PINTEREST INC | PINS | 13,462 | $390,398 | 0.06% |
| 39 | SPOTIFY TECHNOLOGY S A | SPOT | 851 | $380,720 | 0.06% |