JAT Capital Management as of Dec. 31, 2012
Portfolio Holdings for JAT Capital Management
JAT Capital Management holds 39 positions in its portfolio as reported in the December 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Equinix | 13.5 | $225M | 1.1M | 206.20 | |
Liberty Media Corp lcpad | 11.4 | $190M | 1.6M | 116.01 | |
Walt Disney Company (DIS) | 6.2 | $104M | 2.1M | 49.79 | |
Ctrip.com International | 5.8 | $98M | 4.3M | 22.66 | |
5.8 | $97M | 137k | 707.38 | ||
SBA Communications Corporation | 5.6 | $94M | 1.3M | 70.98 | |
Expedia (EXPE) | 5.1 | $85M | 1.4M | 61.44 | |
eBay (EBAY) | 4.4 | $73M | 1.4M | 51.00 | |
Citrix Systems | 3.7 | $61M | 936k | 65.62 | |
News Corporation | 3.6 | $60M | 2.4M | 25.51 | |
Yahoo! | 3.4 | $57M | 2.9M | 19.90 | |
Tim Participacoes Sa- | 3.1 | $52M | 2.6M | 19.82 | |
Linkedin Corp | 2.3 | $39M | 338k | 114.82 | |
CARBO Ceramics | 2.2 | $37M | 477k | 78.34 | |
Melco Crown Entertainment (MLCO) | 2.2 | $37M | 2.2M | 16.84 | |
Madison Square Garden | 1.9 | $33M | 734k | 44.35 | |
NetSuite | 1.5 | $25M | 366k | 67.30 | |
First Solar (FSLR) | 1.5 | $24M | 789k | 30.86 | |
MasterCard Incorporated (MA) | 1.3 | $22M | 45k | 491.27 | |
Sirius XM Radio | 1.3 | $22M | 7.5M | 2.89 | |
CBS Corporation | 1.2 | $19M | 506k | 38.05 | |
Amazon (AMZN) | 1.2 | $19M | 77k | 250.88 | |
Virgin Media | 1.1 | $19M | 508k | 36.75 | |
Wynn Resorts (WYNN) | 1.1 | $18M | 160k | 112.49 | |
priceline.com Incorporated | 1.1 | $18M | 28k | 620.39 | |
Research In Motion | 1.1 | $18M | 1.5M | 11.87 | |
Visa (V) | 0.9 | $15M | 98k | 151.58 | |
MetroPCS Communications | 0.8 | $14M | 1.4M | 9.94 | |
Facebook Inc cl a (META) | 0.8 | $14M | 532k | 26.62 | |
Las Vegas Sands (LVS) | 0.8 | $14M | 302k | 46.16 | |
Groupon | 0.8 | $13M | 2.7M | 4.86 | |
ARM Holdings | 0.8 | $13M | 335k | 37.83 | |
Robert Half International (RHI) | 0.5 | $9.0M | 284k | 31.82 | |
OpenTable | 0.5 | $8.8M | 180k | 48.80 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.4 | $7.0M | 147k | 47.64 | |
Intuit (INTU) | 0.4 | $6.7M | 113k | 59.48 | |
Mellanox Technologies | 0.2 | $3.6M | 60k | 59.38 | |
Zillow | 0.2 | $3.0M | 110k | 27.75 | |
JinkoSolar Holding (JKS) | 0.1 | $1.7M | 278k | 6.21 |