Jat Capital Management

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

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Time Warner Cable (TWC) 12.96 3.62M 135.50
CBS Corporation (CBS) 11.60 6.88M 63.74
Melco Crown Entertainment (MPEL) 6.73 6.49M 39.22
Amazon (AMZN) 4.51 427713 398.79
Google (GOOG) 4.10 138377 1120.71
Yahoo! (YHOO) 4.04 3.78M 40.44
Madison Square Garden (MSG) 3.95 2.59M 57.58
Homeaway Inc Com 3.55 3.28M 40.88
Pandora Media Inc 3.23 4.59M 26.60
Solarcity 3.22 2.14M 56.82
Metropcs Communications 2.99 3.36M 33.64
Time Warner (TWX) 2.82 1.53M 69.72
Walt Disney Company (DIS) 2.47 1.22M 76.40
Netflix (NFLX) 2.25 231521 368.17
Twitter 2.10 1.25M 63.65
Twenty-first Century Fox 2.07 2.22M 35.17
Liberty Global Inc Com Ser A 2.02 857340 89.00
Facebook Inc cl a 1.84 1.27M 54.65
Las Vegas Sands (LVS) 1.80 860982 78.87
Zillow 1.80 833139 81.73
Comcast Corporation (CMCSA) 1.66 1.21M 51.97
Scientific Games (SGMS) 1.54 3.44M 16.93
Sinclair Broadcast (SBGI) 1.50 1.59M 35.73
VeriFone Systems (PAY) 1.50 2.12M 26.82
Expedia 1.42 771798 69.66
Yelp Inc cl a 1.40 769213 68.95
Adobe Systems Incorporated (ADBE) 1.33 841125 59.88
salesforce (CRM) 1.29 885800 55.19
Linkedin Corp Com 1.16 201724 216.83
Sirius Xm Holdings 1.12 12.09M 3.49
OpenTable (OPEN) 0.82 392936 79.37
Live Nation Entertainment (LYV) 0.47 907013 19.76
FleetCor Technologies (FLT) 0.47 150563 117.17
Akamai Technologies (AKAM) 0.46 365000 47.18
IAC/InterActive (IACI) 0.45 250000 68.65
priceline.com Incorporated (PCLN) 0.42 13700 1162.41
Visa (V) 0.34 58508 222.69
News 0.34 717900 18.02
eBay (EBAY) 0.31 216000 54.87
Wynn Resorts (WYNN) 0.28 55000 194.22
Apple (AAPL) 0.27 18000 561.00
Discovery Communications (DISCA) 0.24 100313 90.42
Tripadvisor 0.22 100000 82.83
Intuit (INTU) 0.20 100000 76.32
Equinix (EQIX) 0.16 34519 177.44
JinkoSolar Holding (JKS) 0.16 200879 29.30
Palo Alto Networks 0.10 65000 57.48
Orange Sa 0.10 306770 12.35
REPCOM cla 0.05 41061 50.29
Gogo 0.05 75000 24.83
Sina Corporation 0.04 17035 84.24
Total System Services (TSS) 0.03 35000 33.29
Trina Solar (TSL) 0.03 75000 13.67
Western Union Company (WU) 0.02 35000 17.26
MICROS Systems (MCRS) 0.01 5000 57.40