JAT Capital Management

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

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Apple (AAPL) 12.40 490772 584.00
CBS Corporation (CBS) 9.91 6.99M 32.78
Expedia 9.61 4.62M 48.07
eBay (EBAY) 8.94 4.92M 42.01
Akamai Technologies (AKAM) 5.66 4.12M 31.75
Wyndham Worldwide Corporation (WYN) 5.51 2.42M 52.74
Equinix (EQIX) 5.28 695330 175.65
salesforce (CRM) 4.77 798485 138.26
Citrix Systems (CTXS) 4.59 1.26M 83.94
Linkedin Corp Com 3.69 801900 106.27
Seagate Technology Com Stk 3.35 3.13M 24.73
Lender Processing Services (LPS) 3.06 2.80M 25.28
CARBO Ceramics (CRR) 2.66 800908 76.73
NetSuite (N) 2.16 909810 54.77
Facebook Inc cl a 2.11 1.56M 31.10
Brookdale Senior Living (BKD) 2.07 2.70M 17.74
United Rentals (URI) 2.00 1.36M 34.04
Fortinet (FTNT) 1.99 1.98M 23.22
Amazon (AMZN) 1.98 200251 228.35
Pandora Media Inc 1.95 4.15M 10.87
Las Vegas Sands (LVS) 1.74 927534 43.49
QUALCOMM (QCOM) 1.35 561781 55.68
Walt Disney Company (DIS) 0.97 463500 48.50
Coinstar (CSTR) 0.64 213909 68.66
ARM Holdings (ARMH) 0.50 481198 23.79
Universal Display Corporation (PANL) 0.39 250000 35.94
Groupon 0.30 661699 10.63
IPG Photonics Corporation (IPGP) 0.28 147757 43.59
Tempur-Pedic International (TPX) 0.15 150000 23.39