JAT Capital Management as of March 31, 2012
Portfolio Holdings for JAT Capital Management
JAT Capital Management holds 40 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tempur-Pedic International (TPX) | 9.8 | $264M | 3.1M | 84.43 | |
| Seagate Technology Com Stk | 9.0 | $242M | 9.0M | 26.96 | |
| Baidu (BIDU) | 6.4 | $172M | 1.2M | 145.77 | |
| Ralph Lauren Corp (RL) | 6.0 | $160M | 918k | 174.33 | |
| Equinix | 5.5 | $149M | 945k | 157.45 | |
| United Rentals (URI) | 5.0 | $133M | 3.1M | 42.89 | |
| Netflix (NFLX) | 4.8 | $129M | 1.1M | 115.04 | |
| eBay (EBAY) | 4.8 | $128M | 3.5M | 36.90 | |
| priceline.com Incorporated | 4.5 | $120M | 167k | 717.50 | |
| Owens Corning (OC) | 4.3 | $114M | 3.2M | 36.03 | |
| CBS Corporation | 4.1 | $109M | 3.2M | 33.91 | |
| Dollar General (DG) | 3.5 | $94M | 2.0M | 46.20 | |
| Micron Technology (MU) | 3.3 | $89M | 11M | 8.09 | |
| Sears Holdings Corporation | 3.0 | $82M | 1.2M | 66.25 | |
| Lender Processing Services | 2.5 | $68M | 2.6M | 26.00 | |
| Williams-Sonoma (WSM) | 2.5 | $67M | 1.8M | 37.48 | |
| Fortinet (FTNT) | 2.3 | $63M | 2.3M | 27.65 | |
| CARBO Ceramics | 2.2 | $60M | 564k | 105.45 | |
| Urban Outfitters (URBN) | 1.9 | $51M | 1.8M | 29.11 | |
| Brookdale Senior Living (BKD) | 1.8 | $50M | 2.6M | 18.72 | |
| OpenTable | 1.6 | $44M | 1.1M | 40.47 | |
| Weight Watchers International | 1.4 | $39M | 500k | 77.19 | |
| Liz Claiborne | 1.4 | $38M | 2.8M | 13.36 | |
| KB Home (KBH) | 1.2 | $33M | 3.7M | 8.90 | |
| Martin Marietta Materials (MLM) | 1.0 | $26M | 302k | 85.63 | |
| 0.9 | $25M | 39k | 641.25 | ||
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.8 | $21M | 222k | 92.89 | |
| Linkedin Corp | 0.7 | $19M | 185k | 101.99 | |
| Qlik Technologies | 0.7 | $18M | 571k | 32.00 | |
| Pandora Media | 0.7 | $18M | 1.8M | 10.21 | |
| Vistaprint N V | 0.6 | $16M | 402k | 38.65 | |
| IPG Photonics Corporation (IPGP) | 0.5 | $13M | 250k | 52.05 | |
| Sohu | 0.3 | $6.9M | 124k | 55.17 | |
| Leggett & Platt (LEG) | 0.2 | $6.5M | 284k | 23.01 | |
| WellCare Health Plans | 0.2 | $6.4M | 89k | 71.88 | |
| AMERIGROUP Corporation | 0.2 | $6.5M | 96k | 67.28 | |
| JinkoSolar Holding (JKS) | 0.1 | $2.3M | 381k | 6.10 | |
| Sina Corporation | 0.1 | $1.3M | 21k | 65.00 | |
| Groupon | 0.0 | $556k | 30k | 18.38 | |
| LDK Solar | 0.0 | $400k | 100k | 4.00 |
