JAT Capital Management as of Dec. 31, 2011
Portfolio Holdings for JAT Capital Management
JAT Capital Management holds 45 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Las Vegas Sands (LVS) | 9.6 | $259M | 6.1M | 42.73 | |
| Akamai Technologies (AKAM) | 8.6 | $233M | 7.2M | 32.28 | |
| Lear Corporation (LEA) | 7.1 | $192M | 4.8M | 39.80 | |
| CBS Corporation | 4.9 | $132M | 4.8M | 27.14 | |
| Baidu (BIDU) | 4.8 | $129M | 1.1M | 116.47 | |
| Ralph Lauren Corp (RL) | 4.6 | $124M | 899k | 138.08 | |
| Union Pacific Corporation (UNP) | 3.4 | $92M | 869k | 105.94 | |
| Amazon (AMZN) | 3.4 | $92M | 532k | 173.10 | |
| Electronic Arts (EA) | 3.3 | $90M | 4.4M | 20.60 | |
| Seagate Technology Com Stk | 3.3 | $90M | 5.5M | 16.40 | |
| Owens-Illinois | 3.3 | $90M | 4.6M | 19.38 | |
| ARM Holdings | 3.0 | $81M | 2.9M | 27.67 | |
| Williams-Sonoma (WSM) | 2.4 | $65M | 1.7M | 38.50 | |
| Focus Media Holding | 2.4 | $65M | 3.3M | 19.49 | |
| Trinity Industries (TRN) | 2.4 | $64M | 2.1M | 30.06 | |
| United Rentals (URI) | 2.1 | $57M | 1.9M | 29.55 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 2.1 | $57M | 871k | 64.92 | |
| VMware | 2.0 | $55M | 655k | 83.19 | |
| CarMax (KMX) | 2.0 | $54M | 1.8M | 30.48 | |
| Western Digital (WDC) | 2.0 | $54M | 1.7M | 30.95 | |
| Netflix (NFLX) | 1.9 | $52M | 757k | 69.29 | |
| Fortinet (FTNT) | 1.9 | $50M | 2.3M | 21.81 | |
| Spreadtrum Communications | 1.8 | $48M | 2.3M | 20.88 | |
| OpenTable | 1.6 | $43M | 1.1M | 39.13 | |
| Liz Claiborne | 1.5 | $40M | 4.7M | 8.63 | |
| Imax Corp Cad (IMAX) | 1.5 | $40M | 2.2M | 18.33 | |
| Dollar General (DG) | 1.4 | $39M | 954k | 41.14 | |
| priceline.com Incorporated | 1.4 | $38M | 82k | 467.71 | |
| GrafTech International | 1.4 | $38M | 2.8M | 13.65 | |
| Weight Watchers International | 1.0 | $28M | 500k | 55.01 | |
| Cemex SAB de CV (CX) | 0.9 | $26M | 4.8M | 5.39 | |
| Kirby Corporation (KEX) | 0.9 | $24M | 363k | 65.84 | |
| Michael Kors Holdings | 0.9 | $24M | 867k | 27.25 | |
| Cablevision Systems Corporation | 0.8 | $22M | 1.5M | 14.22 | |
| Yum! Brands (YUM) | 0.6 | $17M | 283k | 59.01 | |
| Groupon | 0.6 | $16M | 781k | 20.63 | |
| SanDisk Corporation | 0.5 | $14M | 294k | 49.21 | |
| Polaris Industries (PII) | 0.5 | $14M | 250k | 55.98 | |
| Tesla Motors (TSLA) | 0.5 | $14M | 494k | 28.56 | |
| LDK Solar | 0.5 | $13M | 3.0M | 4.19 | |
| Sears Holdings Corporation | 0.4 | $11M | 351k | 31.78 | |
| Youku | 0.4 | $11M | 682k | 15.67 | |
| Travelzoo | 0.2 | $5.2M | 212k | 24.58 | |
| JinkoSolar Holding (JKS) | 0.0 | $568k | 114k | 5.00 | |
| E Commerce China Dangdang | 0.0 | $274k | 62k | 4.39 |
