Jat Capital Management as of Sept. 30, 2013
Portfolio Holdings for Jat Capital Management
Jat Capital Management holds 55 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Time Warner Cable | 10.9 | $369M | 3.3M | 111.60 | |
| Melco Crown Entertainment (MLCO) | 6.4 | $215M | 6.8M | 31.83 | |
| Linkedin Corp | 4.8 | $164M | 666k | 246.06 | |
| Twenty-first Century Fox | 4.7 | $159M | 4.7M | 33.51 | |
| Yahoo! | 4.4 | $150M | 4.5M | 33.17 | |
| Madison Square Garden | 4.0 | $134M | 2.3M | 58.07 | |
| CBS Corporation | 3.2 | $110M | 2.0M | 55.16 | |
| Time Warner | 3.0 | $101M | 1.5M | 65.81 | |
| Las Vegas Sands (LVS) | 2.9 | $99M | 1.5M | 66.42 | |
| Pandora Media | 2.9 | $97M | 3.8M | 25.13 | |
| Homeaway | 2.6 | $87M | 3.1M | 27.96 | |
| Sina Corporation | 2.5 | $85M | 1.0M | 81.17 | |
| 2.5 | $84M | 96k | 875.91 | ||
| Equinix | 2.5 | $83M | 452k | 183.65 | |
| Facebook Inc cl a (META) | 2.5 | $83M | 1.7M | 50.23 | |
| Metropcs Communications (TMUS) | 2.5 | $83M | 3.2M | 25.97 | |
| Walt Disney Company (DIS) | 2.3 | $79M | 1.2M | 64.49 | |
| Visa (V) | 2.2 | $76M | 397k | 191.10 | |
| Yelp Inc cl a (YELP) | 2.1 | $72M | 1.1M | 66.18 | |
| Sinclair Broadcast | 2.1 | $70M | 2.1M | 33.52 | |
| Liberty Global Inc Com Ser A | 2.0 | $68M | 857k | 79.35 | |
| priceline.com Incorporated | 2.0 | $67M | 66k | 1010.95 | |
| OpenTable | 1.9 | $66M | 936k | 69.97 | |
| Zillow | 1.9 | $63M | 747k | 84.30 | |
| Boyd Gaming Corporation (BYD) | 1.8 | $61M | 4.3M | 14.15 | |
| Groupon | 1.7 | $57M | 5.1M | 11.21 | |
| Nexstar Broadcasting (NXST) | 1.4 | $49M | 1.1M | 44.50 | |
| Expedia (EXPE) | 1.4 | $48M | 930k | 51.81 | |
| Sirius XM Radio | 1.4 | $47M | 12M | 3.87 | |
| salesforce (CRM) | 1.1 | $37M | 713k | 51.91 | |
| Netflix (NFLX) | 1.1 | $36M | 115k | 309.21 | |
| Qihoo 360 Technologies Co Lt | 1.0 | $35M | 417k | 83.20 | |
| DISH Network | 1.0 | $34M | 756k | 45.01 | |
| Omni (OMC) | 1.0 | $33M | 523k | 63.44 | |
| KAR Auction Services (KAR) | 0.9 | $30M | 1.1M | 28.21 | |
| Youku | 0.8 | $27M | 996k | 27.40 | |
| Sodastream International | 0.8 | $25M | 405k | 62.36 | |
| Stratasys (SSYS) | 0.7 | $24M | 241k | 101.26 | |
| Yandex Nv-a (YNDX) | 0.5 | $18M | 499k | 36.42 | |
| Workday Inc cl a (WDAY) | 0.5 | $17M | 211k | 80.93 | |
| Comcast Corporation (CMCSA) | 0.5 | $17M | 374k | 45.12 | |
| Akamai Technologies (AKAM) | 0.5 | $17M | 330k | 51.70 | |
| FleetCor Technologies | 0.5 | $17M | 151k | 110.16 | |
| Live Nation Entertainment (LYV) | 0.4 | $14M | 739k | 18.55 | |
| Cirrus Logic (CRUS) | 0.4 | $14M | 602k | 22.66 | |
| Lions Gate Entertainment | 0.3 | $11M | 315k | 35.05 | |
| Scientific Games (LNW) | 0.3 | $9.6M | 593k | 16.17 | |
| Jive Software | 0.3 | $9.6M | 768k | 12.50 | |
| Pitney Bowes (PBI) | 0.2 | $6.8M | 375k | 18.19 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $6.1M | 118k | 51.94 | |
| Total System Services | 0.2 | $5.3M | 180k | 29.42 | |
| Alcatel-Lucent | 0.2 | $5.5M | 1.6M | 3.53 | |
| Marketo | 0.1 | $4.3M | 135k | 31.88 | |
| Orange Sa (ORAN) | 0.1 | $3.8M | 307k | 12.51 | |
| Blackberry (BB) | 0.0 | $555k | 70k | 7.94 |
