Jat Capital Management as of June 30, 2013
Portfolio Holdings for Jat Capital Management
Jat Capital Management holds 39 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| News Corporation | 8.2 | $206M | 6.3M | 32.58 | |
| Linkedin Corp | 7.3 | $183M | 1.0M | 178.30 | |
| Time Warner | 6.4 | $160M | 2.8M | 57.82 | |
| Yahoo! | 6.2 | $154M | 6.1M | 25.13 | |
| Melco Crown Entertainment (MLCO) | 6.0 | $151M | 6.7M | 22.36 | |
| Time Warner Cable | 6.0 | $150M | 1.3M | 112.48 | |
| Equinix | 5.1 | $126M | 683k | 184.72 | |
| Las Vegas Sands (LVS) | 4.8 | $121M | 2.3M | 52.93 | |
| Madison Square Garden | 4.2 | $104M | 1.8M | 59.25 | |
| CBS Corporation | 3.9 | $97M | 2.0M | 48.87 | |
| 3.4 | $84M | 96k | 880.37 | ||
| Comcast Corporation (CMCSA) | 3.1 | $78M | 1.9M | 41.75 | |
| Walt Disney Company (DIS) | 3.0 | $75M | 1.2M | 63.15 | |
| Metropcs Communications (TMUS) | 2.7 | $66M | 2.7M | 24.81 | |
| Liberty Global Inc Com Ser A | 2.5 | $63M | 857k | 73.49 | |
| Yandex Nv-a (NBIS) | 2.3 | $57M | 2.1M | 27.65 | |
| Sinclair Broadcast | 2.0 | $51M | 1.7M | 29.37 | |
| OpenTable | 1.9 | $47M | 732k | 63.95 | |
| Jive Software | 1.8 | $46M | 2.5M | 18.17 | |
| MasterCard Incorporated (MA) | 1.8 | $44M | 76k | 574.50 | |
| Micron Technology (MU) | 1.7 | $43M | 3.0M | 14.33 | |
| Facebook Inc cl a (META) | 1.6 | $41M | 1.7M | 24.88 | |
| salesforce (CRM) | 1.6 | $39M | 1.0M | 38.18 | |
| Pitney Bowes (PBI) | 1.6 | $39M | 2.6M | 14.68 | |
| Homeaway | 1.6 | $39M | 1.2M | 32.34 | |
| Yelp Inc cl a (YELP) | 1.1 | $29M | 822k | 34.77 | |
| Boyd Gaming Corporation (BYD) | 1.1 | $26M | 2.3M | 11.30 | |
| Nexstar Broadcasting (NXST) | 1.0 | $25M | 698k | 35.46 | |
| Tripadvisor (TRIP) | 1.0 | $24M | 400k | 60.87 | |
| Groupon | 1.0 | $24M | 2.9M | 8.55 | |
| Sirius XM Radio | 0.9 | $22M | 6.4M | 3.35 | |
| Cognizant Technology Solutions (CTSH) | 0.8 | $19M | 310k | 62.64 | |
| ARM Holdings | 0.6 | $15M | 415k | 36.23 | |
| Research In Motion | 0.5 | $13M | 1.2M | 10.46 | |
| Live Nation Entertainment (LYV) | 0.5 | $12M | 739k | 15.50 | |
| Visa (V) | 0.4 | $11M | 59k | 182.75 | |
| Cirrus Logic (CRUS) | 0.4 | $11M | 602k | 17.36 | |
| Avg Technologies | 0.1 | $3.0M | 152k | 19.45 | |
| Stratasys (SSYS) | 0.1 | $1.4M | 16k | 83.76 |
