Jat Capital Management

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

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Time Warner Cable (TWC) 10.93 3.31M 111.60
Melco Crown Entertainment (MPEL) 6.36 6.75M 31.83
Linkedin Corp Com 4.85 665939 246.06
Twenty-first Century Fox 4.70 4.74M 33.51
Yahoo! (YHOO) 4.44 4.52M 33.17
Madison Square Garden (MSG) 3.97 2.31M 58.07
CBS Corporation (CBS) 3.24 1.99M 55.16
Time Warner (TWX) 2.98 1.53M 65.81
Las Vegas Sands (LVS) 2.91 1.48M 66.42
Pandora Media Inc 2.86 3.85M 25.13
Homeaway Inc Com 2.57 3.11M 27.96
Sina Corporation 2.50 1.04M 81.17
Google (GOOG) 2.48 95800 875.91
Equinix (EQIX) 2.45 451480 183.65
Facebook Inc cl a 2.45 1.65M 50.23
Metropcs Communications 2.45 3.18M 25.97
Walt Disney Company (DIS) 2.33 1.22M 64.49
Visa (V) 2.25 397213 191.10
Yelp Inc cl a 2.11 1.08M 66.18
Sinclair Broadcast (SBGI) 2.07 2.09M 33.52
Liberty Global Inc Com Ser A 2.01 857340 79.35
priceline.com Incorporated (PCLN) 1.99 66387 1010.95
OpenTable (OPEN) 1.94 935549 69.97
Zillow 1.86 746911 84.30
Boyd Gaming Corporation (BYD) 1.82 4.34M 14.15
Groupon 1.68 5.06M 11.21
Nexstar Broadcasting (NXST) 1.44 1.09M 44.50
Expedia 1.43 929621 51.81
Sirius XM Radio (SIRI) 1.38 12.09M 3.87
salesforce (CRM) 1.10 713000 51.91
Netflix (NFLX) 1.05 115200 309.21
Qihoo 360 Technologies Co Lt 1.03 416633 83.20
DISH Network (DISH) 1.01 755841 45.01
Omni (OMC) 0.98 523100 63.44
KAR Auction Services (KAR) 0.88 1.06M 28.21
Youku (YOKU) 0.81 996351 27.40
Sodastream International Ltd 0.75 405069 62.36
Stratasys 0.72 241166 101.26
Yandex Nv-a 0.54 499214 36.42
Workday Inc cl a 0.51 211329 80.93
Comcast Corporation (CMCSA) 0.50 374100 45.12
Akamai Technologies (AKAM) 0.50 330000 51.70
FleetCor Technologies (FLT) 0.49 150563 110.16
Live Nation Entertainment (LYV) 0.41 738713 18.55
Cirrus Logic (CRUS) 0.40 602100 22.66
Lions Gate Entertainment (LGF) 0.33 315176 35.05
Scientific Games (SGMS) 0.28 593002 16.17
Jive Software 0.28 767762 12.50
Pitney Bowes (PBI) 0.20 375000 18.19
Adobe Systems Incorporated (ADBE) 0.18 118000 51.94
Total System Services (TSS) 0.16 179971 29.42
Alcatel-Lucent (ALU) 0.16 1.56M 3.53
Marketo 0.13 135436 31.88
Orange Sa 0.11 306770 12.51
Blackberry 0.02 69890 7.94