13F HOLDINGS REPORT
JAT Capital Mgmt LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001892688-25-000199
Total Value
$46.3M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITY SOFTWARE INC | U | 205,882 | $8.2M | 17.81% |
| 2 | AMAZON COM INC | AMZN | 28,000 | $6.1M | 13.28% |
| 3 | ETSY INC | ETSY | 90,000 | $6.0M | 12.91% |
| 4 | ROBLOX CORP | RBLX | 40,599 | $5.6M | 12.15% |
| 5 | REDDIT INC | RDDT | 10,850 | $2.5M | 5.39% |
| 6 | CELESTICA INC | CLS | 10,100 | $2.5M | 5.38% |
| 7 | HUT 8 CORP | HUT | 60,849 | $2.1M | 4.58% |
| 8 | ORACLE CORP | ORCL-PD | 7,000 | $2.0M | 4.25% |
| 9 | CIENA CORP | CIEN | 13,000 | $1.9M | 4.09% |
| 10 | SHOPIFY INC | SHOP | 12,500 | $1.9M | 4.01% |
| 11 | ROBINHOOD MKTS INC | 770700102 | 12,000 | $1.7M | 3.71% |
| 12 | TALEN ENERGY CORP | TLN | 3,784 | $1.6M | 3.48% |
| 13 | VISTRA CORP | VST | 8,000 | $1.6M | 3.39% |
| 14 | CARVANA CO | CVNA | 2,500 | $943,100 | 2.04% |
| 15 | MONGODB INC | MDB | 2,018 | $626,347 | 1.35% |
| 16 | RH | RH | 3,000 | $609,480 | 1.32% |
| 17 | BROADCOM INC | AVGO | 1,200 | $395,892 | 0.86% |