Jat Capital Management as of June 30, 2014
Portfolio Holdings for Jat Capital Management
Jat Capital Management holds 60 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| CBS Corporation | 13.2 | $716M | 12M | 62.14 | |
| Yahoo! | 7.8 | $422M | 12M | 35.13 | |
| Time Warner Cable | 7.2 | $387M | 2.6M | 147.30 | |
| 5.6 | $300M | 7.3M | 40.97 | ||
| Facebook Inc cl a (META) | 5.4 | $293M | 4.3M | 67.29 | |
| Melco Crown Entertainment (MLCO) | 4.3 | $232M | 6.5M | 35.71 | |
| Tesla Motors (TSLA) | 4.2 | $228M | 949k | 240.06 | |
| Madison Square Garden | 3.6 | $195M | 3.1M | 62.45 | |
| Solarcity | 3.1 | $169M | 2.4M | 70.60 | |
| Comcast Corporation (CMCSA) | 2.8 | $150M | 2.8M | 53.68 | |
| Pandora Media | 2.5 | $136M | 4.6M | 29.50 | |
| FleetCor Technologies | 2.5 | $134M | 1.0M | 131.80 | |
| Homeaway | 2.2 | $122M | 3.5M | 34.82 | |
| Metropcs Communications (TMUS) | 2.1 | $113M | 3.4M | 33.62 | |
| Time Warner | 2.0 | $107M | 1.5M | 70.25 | |
| Walt Disney Company (DIS) | 1.9 | $105M | 1.2M | 85.74 | |
| Netflix (NFLX) | 1.9 | $102M | 232k | 440.60 | |
| Apple (AAPL) | 1.6 | $84M | 901k | 92.93 | |
| Hertz Global Holdings | 1.5 | $83M | 3.0M | 28.03 | |
| OpenTable | 1.5 | $83M | 803k | 103.60 | |
| 1.5 | $81M | 138k | 584.67 | ||
| Sinclair Broadcast | 1.5 | $80M | 2.3M | 34.75 | |
| IAC/InterActive | 1.5 | $79M | 1.1M | 69.23 | |
| Twenty-first Century Fox | 1.4 | $78M | 2.2M | 35.15 | |
| Amazon (AMZN) | 1.4 | $77M | 238k | 324.78 | |
| Las Vegas Sands (LVS) | 1.4 | $76M | 995k | 76.22 | |
| Expedia (EXPE) | 1.3 | $72M | 914k | 78.76 | |
| Yelp Inc cl a (YELP) | 1.1 | $59M | 770k | 76.68 | |
| Ctrip.com International | 1.1 | $57M | 896k | 64.04 | |
| priceline.com Incorporated | 1.0 | $53M | 44k | 1203.00 | |
| Zillow | 0.9 | $50M | 352k | 142.93 | |
| Sirius Xm Holdings (SIRI) | 0.8 | $42M | 12M | 3.46 | |
| Trulia | 0.7 | $39M | 830k | 47.38 | |
| Liberty Global Inc Com Ser A | 0.7 | $38M | 857k | 44.22 | |
| Linkedin Corp | 0.6 | $35M | 202k | 171.47 | |
| Norwegian Cruise Line Hldgs (NCLH) | 0.6 | $34M | 1.1M | 31.70 | |
| Wynn Resorts (WYNN) | 0.6 | $30M | 144k | 207.56 | |
| Live Nation Entertainment (LYV) | 0.4 | $23M | 934k | 24.69 | |
| Akamai Technologies (AKAM) | 0.4 | $22M | 365k | 61.06 | |
| MercadoLibre (MELI) | 0.4 | $22M | 230k | 95.40 | |
| eBay (EBAY) | 0.3 | $19M | 371k | 50.06 | |
| Rackspace Hosting | 0.3 | $19M | 553k | 33.66 | |
| Qihoo 360 Technologies Co Lt | 0.3 | $18M | 199k | 92.04 | |
| Sunpower (SPWR) | 0.3 | $18M | 442k | 40.98 | |
| Gogo (GOGO) | 0.3 | $17M | 882k | 19.56 | |
| King Digital Entertainment | 0.3 | $14M | 688k | 20.55 | |
| Tripadvisor (TRIP) | 0.2 | $12M | 106k | 108.66 | |
| Palo Alto Networks (PANW) | 0.2 | $11M | 136k | 83.85 | |
| Moody's Corporation (MCO) | 0.2 | $11M | 124k | 87.66 | |
| Equinix | 0.2 | $11M | 50k | 210.10 | |
| World Wrestling Entertainment | 0.2 | $9.4M | 784k | 11.93 | |
| Channeladvisor | 0.2 | $8.5M | 321k | 26.36 | |
| Groupon | 0.1 | $7.8M | 1.2M | 6.62 | |
| Grubhub | 0.1 | $5.1M | 143k | 35.41 | |
| Microsoft Corporation (MSFT) | 0.1 | $4.0M | 97k | 41.70 | |
| Starz - Liberty Capital | 0.1 | $3.7M | 125k | 29.79 | |
| Outerwall | 0.1 | $2.8M | 47k | 59.35 | |
| Servicenow (NOW) | 0.0 | $2.0M | 32k | 61.97 | |
| Stratasys (SSYS) | 0.0 | $1.6M | 15k | 113.66 | |
| Criteo Sa Ads (CRTO) | 0.0 | $574k | 17k | 33.78 |
