Jat Capital Management

Companies in the Jat Capital Management portfolio as of June 2013 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
News Corporation (NWSA) 8.25 6.32M 32.58
Linkedin Corp Com 7.32 1.02M 178.30
Time Warner (TWX) 6.42 2.77M 57.82
Yahoo! (YHOO) 6.16 6.11M 25.13
Melco Crown Entertainment (MPEL) 6.03 6.73M 22.36
Time Warner Cable (TWC) 6.03 1.34M 112.48
Equinix (EQIX) 5.06 682980 184.72
Las Vegas Sands (LVS) 4.84 2.28M 52.93
Madison Square Garden (MSG) 4.18 1.76M 59.25
CBS Corporation (CBS) 3.89 1.99M 48.87
Google (GOOG) 3.38 95800 880.37
Comcast Corporation (CMCSA) 3.11 1.86M 41.75
Walt Disney Company (DIS) 3.01 1.19M 63.15
Metropcs Communications 2.66 2.68M 24.81
Liberty Global Inc Com Ser A 2.53 857340 73.49
Yandex Nv-a 2.29 2.06M 27.65
Sinclair Broadcast (SBGI) 2.04 1.73M 29.37
OpenTable (OPEN) 1.88 731857 63.95
Jive Software 1.83 2.51M 18.17
MasterCard Incorporated (MA) 1.75 76200 574.50
Micron Technology (MU) 1.70 2.97M 14.33
Facebook Inc cl a 1.65 1.65M 24.88
salesforce (CRM) 1.56 1.02M 38.18
Pitney Bowes (PBI) 1.55 2.63M 14.68
Homeaway Inc Com 1.55 1.19M 32.34
Yelp Inc cl a 1.15 822136 34.77
Boyd Gaming Corporation (BYD) 1.05 2.31M 11.30
Nexstar Broadcasting (NXST) 0.99 697887 35.46
Tripadvisor 0.98 400000 60.87
Groupon 0.98 2.85M 8.55
Sirius XM Radio (SIRI) 0.86 6.43M 3.35
Cognizant Technology Solutions (CTSH) 0.78 309904 62.64
ARM Holdings (ARMH) 0.60 415019 36.23
Research In Motion Ltd 0.50 1.20M 10.46
Live Nation Entertainment (LYV) 0.46 738713 15.50
Visa (V) 0.43 58600 182.75
Cirrus Logic (CRUS) 0.42 602100 17.36
Avg Technologies shs 0.12 152142 19.45
Stratasys 0.05 16166 83.76