13F HOLDINGS REPORT
JAT Capital Mgmt LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001892688-26-000045
Total Value
$92.9M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BLOOM ENERGY CORP | BE | 156,125 | $13.6M | 14.60% |
| 2 | NETFLIX INC | NFLX | 140,000 | $13.1M | 14.13% |
| 3 | ROBINHOOD MKTS INC | 770700102 | 110,443 | $12.5M | 13.45% |
| 4 | TESLA INC | TSLA | 21,000 | $9.4M | 10.17% |
| 5 | CELESTICA INC | CLS | 27,250 | $8.1M | 8.67% |
| 6 | CORE SCIENTIFIC INC NEW | 21874A106 | 515,042 | $7.5M | 8.07% |
| 7 | CIENA CORP | CIEN | 30,000 | $7.0M | 7.55% |
| 8 | PALANTIR TECHNOLOGIES INC | PLTR | 29,000 | $5.2M | 5.55% |
| 9 | NEBIUS GROUP N.V. | NBIS | 51,800 | $4.3M | 4.67% |
| 10 | COREWEAVE INC | CRWV | 45,000 | $3.2M | 3.47% |
| 11 | APPLIED OPTOELECTRONICS INC | AAOI | 71,500 | $2.5M | 2.68% |
| 12 | ROBLOX CORP | RBLX | 29,430 | $2.4M | 2.57% |
| 13 | NUSCALE PWR CORP | NU | 104,738 | $1.5M | 1.60% |
| 14 | MICRON TECHNOLOGY INC | MU | 4,500 | $1.3M | 1.38% |
| 15 | HUT 8 CORP | HUT | 15,294 | $702,606 | 0.76% |
| 16 | DRAFTKINGS INC NEW | DKNG | 18,684 | $643,851 | 0.69% |