JAT Capital Management as of Sept. 30, 2011
Portfolio Holdings for JAT Capital Management
JAT Capital Management holds 37 positions in its portfolio as reported in the September 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 14.1 | $455M | 4.0M | 113.27 | |
| Sina Corporation | 12.4 | $402M | 5.6M | 71.61 | |
| Baidu (BIDU) | 11.1 | $358M | 3.4M | 106.91 | |
| priceline.com Incorporated | 7.3 | $237M | 527k | 449.46 | |
| Las Vegas Sands (LVS) | 5.3 | $172M | 4.5M | 38.34 | |
| Moly | 5.1 | $167M | 5.1M | 32.87 | |
| Electronic Arts (EA) | 4.2 | $135M | 6.6M | 20.45 | |
| Lear Corporation (LEA) | 3.8 | $122M | 2.9M | 42.90 | |
| OpenTable | 3.0 | $98M | 2.1M | 46.01 | |
| Qualcomm (QCOM) | 2.9 | $93M | 1.9M | 48.63 | |
| CarMax (KMX) | 2.8 | $92M | 3.9M | 23.85 | |
| Liberty Global | 2.4 | $78M | 2.2M | 36.18 | |
| Green Mountain Coffee Roasters | 2.4 | $78M | 834k | 92.94 | |
| Dollar General (DG) | 2.3 | $76M | 2.0M | 37.76 | |
| Deckers Outdoor Corporation (DECK) | 2.0 | $63M | 680k | 93.16 | |
| Riverbed Technology | 1.7 | $54M | 2.7M | 19.96 | |
| salesforce (CRM) | 1.6 | $52M | 451k | 114.28 | |
| VeriFone Systems | 1.6 | $50M | 1.4M | 35.02 | |
| Trinity Industries (TRN) | 1.5 | $50M | 2.3M | 21.41 | |
| Sirius XM Radio | 1.4 | $46M | 31M | 1.51 | |
| Imax Corp Cad (IMAX) | 1.3 | $43M | 3.0M | 14.48 | |
| CBS Corporation | 1.2 | $38M | 1.9M | 20.38 | |
| Wynn Resorts (WYNN) | 1.1 | $36M | 317k | 115.08 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.1 | $37M | 589k | 62.23 | |
| Youku | 1.1 | $36M | 2.2M | 16.36 | |
| Smithfield Foods | 0.8 | $27M | 1.4M | 19.50 | |
| Lululemon Athletica (LULU) | 0.8 | $26M | 525k | 48.69 | |
| Meritor | 0.7 | $21M | 3.0M | 7.06 | |
| Sodastream International | 0.7 | $21M | 636k | 33.05 | |
| Research In Motion | 0.5 | $17M | 846k | 20.30 | |
| Travelzoo | 0.5 | $15M | 657k | 21.99 | |
| United Rentals (URI) | 0.4 | $12M | 719k | 16.84 | |
| Fusion-io | 0.3 | $11M | 590k | 19.00 | |
| LDK Solar | 0.2 | $8.0M | 2.5M | 3.13 | |
| Zipcar | 0.2 | $7.0M | 389k | 18.00 | |
| Home Inns & Hotels Management | 0.2 | $6.0M | 233k | 25.77 | |
| JinkoSolar Holding (JKS) | 0.0 | $1.4M | 293k | 4.86 |
