JAT Capital Management

Companies in the JAT Capital Management portfolio as of March 2012 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Tempur-Pedic International (TPX) 9.82 3.12M 84.43
Seagate Technology Com Stk 9.03 8.98M 26.96
Baidu (BIDU) 6.43 1.18M 145.77
Ralph Lauren Corp 5.96 917563 174.33
Equinix (EQIX) 5.54 944670 157.45
United Rentals (URI) 4.96 3.11M 42.89
Netflix (NFLX) 4.82 1.12M 115.04
eBay (EBAY) 4.78 3.48M 36.90
priceline.com Incorporated (PCLN) 4.48 167400 717.50
Owens Corning (OC) 4.26 3.17M 36.03
CBS Corporation (CBS) 4.07 3.22M 33.91
Dollar General (DG) 3.50 2.03M 46.20
Micron Technology (MU) 3.33 11.05M 8.09
Sears Holdings Corporation (SHLD) 3.04 1.23M 66.25
Lender Processing Services (LPS) 2.52 2.60M 26.00
Williams-Sonoma (WSM) 2.51 1.80M 37.48
Fortinet (FTNT) 2.33 2.26M 27.65
CARBO Ceramics (CRR) 2.22 563808 105.45
Urban Outfitters (URBN) 1.90 1.75M 29.11
Brookdale Senior Living (BKD) 1.84 2.64M 18.72
OpenTable (OPEN) 1.65 1.09M 40.47
Weight Watchers International (WTW) 1.44 500000 77.19
Liz Claiborne (LIZ) 1.41 2.84M 13.36
KB Home (KBH) 1.21 3.65M 8.90
Martin Marietta Materials (MLM) 0.96 302000 85.63
Google (GOOG) 0.94 39314 641.25
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.77 221851 92.89
Linkedin Corp Com 0.70 185141 101.99
Qlik Technologies (QLIK) 0.68 570815 32.00
Pandora Media Inc 0.67 1.77M 10.21
Vistaprint N V shs 0.58 401935 38.65
IPG Photonics Corporation (IPGP) 0.49 250344 52.05
Sohu (SOHU) 0.26 124399 55.17
Leggett & Platt (LEG) 0.24 284030 23.01
WellCare Health Plans (WCG) 0.24 89346 71.88
AMERIGROUP Corporation (AGP) 0.24 96200 67.28
JinkoSolar Holding (JKS) 0.09 380720 6.10
Sina Corporation 0.05 20647 65.00
Groupon 0.02 30250 18.38
LDK Solar (LDK) 0.01 100000 4.00