JAT Capital Management

JAT Capital Management as of June 30, 2012

Portfolio Holdings for JAT Capital Management

JAT Capital Management holds 29 positions in its portfolio as reported in the June 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 12.4 $287M 491k 584.00
CBS Corporation 9.9 $229M 7.0M 32.78
Expedia (EXPE) 9.6 $222M 4.6M 48.07
eBay (EBAY) 8.9 $207M 4.9M 42.01
Akamai Technologies (AKAM) 5.7 $131M 4.1M 31.75
Wyndham Worldwide Corporation 5.5 $127M 2.4M 52.74
Equinix 5.3 $122M 695k 175.65
salesforce (CRM) 4.8 $110M 799k 138.26
Citrix Systems 4.6 $106M 1.3M 83.94
Linkedin Corp 3.7 $85M 802k 106.27
Seagate Technology Com Stk 3.4 $77M 3.1M 24.73
Lender Processing Services 3.1 $71M 2.8M 25.28
CARBO Ceramics 2.7 $62M 801k 76.73
NetSuite 2.2 $50M 910k 54.77
Facebook Inc cl a (META) 2.1 $49M 1.6M 31.10
Brookdale Senior Living (BKD) 2.1 $48M 2.7M 17.74
United Rentals (URI) 2.0 $46M 1.4M 34.04
Fortinet (FTNT) 2.0 $46M 2.0M 23.22
Amazon (AMZN) 2.0 $46M 200k 228.35
Pandora Media 1.9 $45M 4.2M 10.87
Las Vegas Sands (LVS) 1.7 $40M 928k 43.49
Qualcomm (QCOM) 1.4 $31M 562k 55.68
Walt Disney Company (DIS) 1.0 $23M 464k 48.50
Coinstar 0.6 $15M 214k 68.66
ARM Holdings 0.5 $11M 481k 23.79
Universal Display Corporation (OLED) 0.4 $9.0M 250k 35.94
Groupon 0.3 $7.0M 662k 10.63
IPG Photonics Corporation (IPGP) 0.3 $6.4M 148k 43.59
Tempur-Pedic International (TPX) 0.1 $3.5M 150k 23.39