JAT Capital Management as of March 31, 2013
Portfolio Holdings for JAT Capital Management
JAT Capital Management holds 37 positions in its portfolio as reported in the March 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Equinix | 13.8 | $280M | 1.3M | 216.31 | |
Time Warner | 7.8 | $158M | 2.7M | 57.62 | |
Las Vegas Sands (LVS) | 6.3 | $129M | 2.3M | 56.35 | |
Intuit (INTU) | 6.3 | $129M | 2.0M | 65.66 | |
Linkedin Corp | 5.4 | $110M | 625k | 176.06 | |
CBS Corporation | 4.6 | $93M | 2.0M | 46.69 | |
Comcast Corporation (CMCSA) | 4.3 | $87M | 2.1M | 41.98 | |
ARM Holdings | 4.1 | $83M | 2.0M | 42.37 | |
Royal Caribbean Cruises (RCL) | 4.0 | $82M | 2.5M | 33.22 | |
SBA Communications Corporation | 3.5 | $71M | 985k | 72.00 | |
Liberty Global | 3.1 | $63M | 857k | 73.38 | |
OpenTable | 3.0 | $60M | 955k | 62.98 | |
Research In Motion | 2.8 | $57M | 4.0M | 14.45 | |
McGraw-Hill Companies | 2.7 | $55M | 1.0M | 52.08 | |
Pandora Media | 2.5 | $51M | 3.6M | 14.16 | |
Madison Square Garden | 2.4 | $49M | 857k | 57.60 | |
Qualcomm (QCOM) | 2.3 | $46M | 693k | 66.94 | |
salesforce (CRM) | 2.1 | $42M | 237k | 178.83 | |
Ctrip.com International | 1.9 | $38M | 1.8M | 21.38 | |
MasterCard Incorporated (MA) | 1.8 | $36M | 67k | 541.13 | |
Robert Half International (RHI) | 1.8 | $36M | 946k | 37.53 | |
Jive Software | 1.8 | $35M | 2.3M | 15.20 | |
Lions Gate Entertainment | 1.5 | $30M | 1.2M | 23.77 | |
Facebook Inc cl a (META) | 1.3 | $26M | 1.0M | 25.58 | |
Visa (V) | 1.2 | $23M | 138k | 169.84 | |
Workday Inc cl a (WDAY) | 1.2 | $23M | 380k | 61.63 | |
stock | 1.1 | $23M | 568k | 40.03 | |
Tripadvisor (TRIP) | 1.1 | $22M | 414k | 52.52 | |
Sirius XM Radio | 0.7 | $14M | 4.6M | 3.08 | |
FleetCor Technologies | 0.7 | $14M | 182k | 76.67 | |
Live Nation Entertainment (LYV) | 0.7 | $14M | 1.1M | 12.37 | |
Cirrus Logic (CRUS) | 0.7 | $14M | 602k | 22.75 | |
Yelp Inc cl a (YELP) | 0.7 | $14M | 580k | 23.71 | |
NetSuite | 0.3 | $7.1M | 89k | 80.06 | |
IAC/InterActive | 0.3 | $5.8M | 130k | 44.68 | |
Groupon | 0.2 | $3.9M | 638k | 6.12 | |
Leap Wireless International | 0.1 | $2.6M | 446k | 5.90 |