13F HOLDINGS REPORT
JAT Capital Mgmt LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001892688-25-000129
Total Value
$281.3M
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CORE SCIENTIFIC INC NEW | 21874A106 | 7,505,350 | $54.3M | 19.32% |
| 2 | CELESTICA INC | CLS | 508,524 | $40.1M | 14.25% |
| 3 | HUT 8 CORP | HUT | 2,428,631 | $28.2M | 10.03% |
| 4 | ORACLE CORP | ORCL-PD | 172,500 | $24.1M | 8.57% |
| 5 | CONSTELLATION ENERGY CORP | CEG | 113,062 | $22.8M | 8.10% |
| 6 | VISTRA CORP | VST | 189,716 | $22.3M | 7.92% |
| 7 | REDDIT INC | RDDT | 204,007 | $21.4M | 7.61% |
| 8 | CORE SCIENTIFIC INC NEW | 21874A106 | 2,500,500 | $18.1M | 6.44% |
| 9 | PALANTIR TECHNOLOGIES INC | PLTR | 196,131 | $16.6M | 5.88% |
| 10 | WIX COM LTD | WIX | 55,802 | $9.1M | 3.24% |
| 11 | BROADCOM INC | AVGO | 53,500 | $9.0M | 3.18% |
| 12 | DELL TECHNOLOGIES INC | DELL | 41,600 | $3.8M | 1.35% |
| 13 | ROBINHOOD MKTS INC | 770700102 | 64,971 | $2.7M | 0.96% |
| 14 | OKLO INC | OKLO | 123,830 | $2.7M | 0.95% |
| 15 | COREWEAVE INC | CRWV | 37,500 | $1.4M | 0.49% |
| 16 | SPOTIFY TECHNOLOGY S A | SPOT | 2,226 | $1.2M | 0.44% |
| 17 | SPHERE ENTERTAINMENT CO | SPHR | 35,856 | $1.2M | 0.42% |
| 18 | HUT 8 CORP | HUT | 94,500 | $1.1M | 0.39% |
| 19 | WARNER BROS DISCOVERY INC | WBD | 62,564 | $671,312 | 0.24% |
| 20 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 10,699 | $429,672 | 0.15% |
| 21 | APPLIED OPTOELECTRONICS INC | AAOI | 10,400 | $159,640 | 0.06% |