JAT Capital Management as of Sept. 30, 2012
Portfolio Holdings for JAT Capital Management
JAT Capital Management holds 47 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Liberty Media Corp lcpad | 8.0 | $188M | 1.8M | 104.08 | |
| Expedia (EXPE) | 7.4 | $175M | 3.0M | 57.84 | |
| Sprint Nextel Corporation | 5.8 | $137M | 25M | 5.52 | |
| Equinix | 5.7 | $136M | 659k | 206.05 | |
| Facebook Inc cl a (META) | 5.7 | $134M | 6.2M | 21.66 | |
| Apple (AAPL) | 5.3 | $126M | 189k | 667.10 | |
| 5.2 | $124M | 164k | 754.50 | ||
| McGraw-Hill Companies | 4.5 | $107M | 2.0M | 54.59 | |
| priceline.com Incorporated | 3.8 | $89M | 143k | 619.07 | |
| CBS Corporation | 3.4 | $80M | 2.2M | 36.33 | |
| Informatica Corporation | 3.1 | $74M | 2.1M | 34.85 | |
| Tim Participacoes Sa- | 3.1 | $73M | 3.8M | 19.22 | |
| MetroPCS Communications | 2.8 | $66M | 5.6M | 11.71 | |
| Citrix Systems | 2.7 | $64M | 837k | 76.53 | |
| CARBO Ceramics | 2.3 | $55M | 880k | 62.92 | |
| Qualcomm (QCOM) | 2.2 | $52M | 838k | 62.47 | |
| Seagate Technology Com Stk | 2.2 | $52M | 1.7M | 30.96 | |
| Sina Corporation | 2.2 | $52M | 800k | 64.68 | |
| Ciena Corporation (CIEN) | 2.1 | $50M | 3.7M | 13.59 | |
| Groupon | 2.0 | $48M | 10M | 4.77 | |
| Verisign (VRSN) | 1.9 | $45M | 927k | 48.69 | |
| eBay (EBAY) | 1.8 | $43M | 891k | 48.37 | |
| Zillow | 1.6 | $38M | 908k | 42.18 | |
| First Solar (FSLR) | 1.5 | $36M | 1.6M | 22.15 | |
| Halliburton Company (HAL) | 1.4 | $34M | 1.0M | 33.69 | |
| NetSuite | 1.4 | $34M | 528k | 63.80 | |
| Coinstar | 1.2 | $29M | 654k | 44.98 | |
| Polypore International | 1.1 | $25M | 706k | 35.35 | |
| Pandora Media | 0.9 | $22M | 2.0M | 10.95 | |
| Ctrip.com International | 0.9 | $21M | 1.2M | 16.88 | |
| Qihoo 360 Technologies Co Lt | 0.8 | $20M | 904k | 22.05 | |
| New Oriental Education & Tech | 0.8 | $18M | 1.1M | 16.67 | |
| Poly | 0.8 | $18M | 1.8M | 9.85 | |
| Las Vegas Sands (LVS) | 0.6 | $15M | 317k | 46.37 | |
| Qlik Technologies | 0.6 | $14M | 637k | 22.39 | |
| Cablevision Systems Corporation | 0.5 | $11M | 693k | 15.85 | |
| Oi Sa-adr sp | 0.4 | $9.2M | 2.3M | 4.02 | |
| Fortinet (FTNT) | 0.4 | $8.8M | 365k | 24.12 | |
| stock | 0.4 | $8.6M | 233k | 36.72 | |
| Mellanox Technologies | 0.3 | $8.2M | 81k | 101.53 | |
| Sourcefire | 0.3 | $6.8M | 138k | 49.03 | |
| Tripadvisor (TRIP) | 0.3 | $6.6M | 200k | 32.93 | |
| Walt Disney Company (DIS) | 0.2 | $3.7M | 71k | 52.27 | |
| Leggett & Platt (LEG) | 0.1 | $2.7M | 110k | 25.05 | |
| IPG Photonics Corporation (IPGP) | 0.1 | $2.9M | 50k | 57.30 | |
| Travelzoo | 0.1 | $2.5M | 105k | 23.57 | |
| JinkoSolar Holding (JKS) | 0.0 | $479k | 126k | 3.79 |
