JAT Capital Management

Companies in the JAT Capital Management portfolio as of March 2013 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Equinix (EQIX) 13.83 1.29M 216.31
Time Warner (TWX) 7.82 2.75M 57.62
Las Vegas Sands (LVS) 6.35 2.28M 56.35
Intuit (INTU) 6.35 1.96M 65.66
Linkedin Corp Com 5.44 625348 176.06
CBS Corporation (CBS) 4.59 1.99M 46.69
Comcast Corporation (CMCSA) 4.29 2.07M 41.98
ARM Holdings (ARMH) 4.09 1.95M 42.37
Royal Caribbean Cruises Ltd. 4.03 2.46M 33.22
SBA Communications Corporation (SBAC) 3.51 985074 72.00
Liberty Global (LBTYA) 3.11 857340 73.38
OpenTable (OPEN) 2.97 954626 62.98
Research In Motion Ltd 2.82 3.95M 14.45
McGraw-Hill Companies (MHP) 2.70 1.05M 52.08
Pandora Media Inc 2.50 3.58M 14.16
Madison Square Garden (MSG) 2.44 856684 57.60
QUALCOMM (QCOM) 2.29 693000 66.94
salesforce (CRM) 2.09 236469 178.83
Ctrip.com International (CTRP) 1.87 1.77M 21.38
MasterCard Incorporated (MA) 1.78 66500 541.13
Robert Half International (RHI) 1.76 946300 37.53
Jive Software 1.75 2.32M 15.20
Lions Gate Entertainment (LGF) 1.46 1.24M 23.77
Facebook Inc cl a 1.26 1000000 25.58
Visa (V) 1.16 138000 169.84
Workday Inc cl a 1.16 379698 61.63
stock 1.12 567889 40.03
Tripadvisor 1.07 413487 52.52
Sirius XM Radio (SIRI) 0.70 4.57M 3.08
FleetCor Technologies (FLT) 0.69 182388 76.67
Live Nation Entertainment (LYV) 0.68 1.11M 12.37
Cirrus Logic (CRUS) 0.68 602100 22.75
Yelp Inc cl a 0.68 580219 23.71
NetSuite (N) 0.35 88798 80.06
IAC/InterActive (IACI) 0.29 130000 44.68
Groupon 0.19 637766 6.12
Leap Wireless International (LEAP) 0.13 446442 5.90