Jat Capital Management as of Sept. 30, 2014
Portfolio Holdings for Jat Capital Management
Jat Capital Management holds 58 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| CBS Corporation | 9.9 | $605M | 11M | 53.50 | |
| 8.4 | $514M | 10M | 51.58 | ||
| Yahoo! | 8.0 | $489M | 12M | 40.75 | |
| Madison Square Garden | 6.4 | $394M | 6.0M | 66.12 | |
| Facebook Inc cl a (META) | 5.6 | $344M | 4.3M | 79.04 | |
| Ctrip.com International | 3.9 | $236M | 4.2M | 56.76 | |
| Tesla Motors (TSLA) | 3.8 | $230M | 949k | 242.68 | |
| Hertz Global Holdings | 3.2 | $196M | 7.7M | 25.39 | |
| Stratasys (SSYS) | 2.8 | $170M | 1.4M | 120.78 | |
| Melco Crown Entertainment (MLCO) | 2.6 | $161M | 6.1M | 26.29 | |
| 2.4 | $150M | 254k | 588.41 | ||
| FleetCor Technologies | 2.4 | $144M | 1.0M | 142.12 | |
| Solarcity | 2.3 | $143M | 2.4M | 59.60 | |
| Baidu (BIDU) | 2.2 | $134M | 613k | 218.23 | |
| Homeaway | 2.2 | $133M | 3.7M | 35.50 | |
| Pandora Media | 1.8 | $112M | 4.6M | 24.16 | |
| MercadoLibre (MELI) | 1.8 | $110M | 1.0M | 108.65 | |
| Comcast Corporation (CMCSA) | 1.8 | $108M | 2.0M | 53.78 | |
| Netflix (NFLX) | 1.7 | $105M | 232k | 451.18 | |
| Expedia (EXPE) | 1.7 | $104M | 1.2M | 87.62 | |
| Activision Blizzard | 1.7 | $103M | 5.0M | 20.79 | |
| Akamai Technologies (AKAM) | 1.6 | $100M | 1.7M | 59.80 | |
| Tripadvisor (TRIP) | 1.6 | $98M | 1.1M | 91.42 | |
| Metropcs Communications (TMUS) | 1.6 | $97M | 3.4M | 28.87 | |
| Groupon | 1.6 | $96M | 14M | 6.68 | |
| Apple (AAPL) | 1.5 | $91M | 901k | 100.75 | |
| Walt Disney Company (DIS) | 1.4 | $89M | 1.0M | 89.03 | |
| Amazon (AMZN) | 1.2 | $77M | 238k | 322.44 | |
| Twenty-first Century Fox | 1.2 | $76M | 2.2M | 34.29 | |
| SanDisk Corporation | 1.2 | $75M | 769k | 97.95 | |
| Las Vegas Sands (LVS) | 1.0 | $62M | 995k | 62.21 | |
| Sinclair Broadcast | 1.0 | $60M | 2.3M | 26.09 | |
| Cablevision Systems Corporation | 0.9 | $56M | 3.2M | 17.51 | |
| priceline.com Incorporated | 0.9 | $55M | 48k | 1158.59 | |
| Yelp Inc cl a (YELP) | 0.9 | $53M | 770k | 68.25 | |
| Palo Alto Networks (PANW) | 0.8 | $49M | 501k | 98.10 | |
| Micron Technology (MU) | 0.8 | $48M | 1.4M | 34.26 | |
| Linkedin Corp | 0.7 | $42M | 202k | 207.79 | |
| Liberty Global Inc Com Ser A | 0.6 | $37M | 857k | 42.54 | |
| Starz - Liberty Capital | 0.6 | $35M | 1.0M | 33.08 | |
| Integrated Device Technology | 0.5 | $33M | 2.1M | 15.95 | |
| King Digital Entertainment | 0.3 | $17M | 1.4M | 12.70 | |
| Criteo Sa Ads (CRTO) | 0.2 | $14M | 413k | 33.65 | |
| eLong | 0.2 | $11M | 518k | 20.58 | |
| Synaptics, Incorporated (SYNA) | 0.2 | $11M | 146k | 73.20 | |
| Gogo (GOGO) | 0.2 | $10M | 620k | 16.86 | |
| Acxiom Corporation | 0.1 | $8.9M | 535k | 16.55 | |
| J.C. Penney Company | 0.1 | $8.9M | 886k | 10.04 | |
| New Oriental Education & Tech | 0.1 | $8.7M | 375k | 23.20 | |
| Qihoo 360 Technologies Co Lt | 0.1 | $7.2M | 107k | 67.47 | |
| Nuance Communications | 0.1 | $6.4M | 415k | 15.41 | |
| Garmin (GRMN) | 0.1 | $5.6M | 108k | 51.99 | |
| Tableau Software Inc Cl A | 0.1 | $4.4M | 61k | 72.66 | |
| Demandware | 0.1 | $3.5M | 69k | 50.93 | |
| DuPont Fabros Technology | 0.0 | $2.2M | 81k | 27.04 | |
| Outerwall | 0.0 | $2.6M | 47k | 56.10 | |
| Fireeye | 0.0 | $2.6M | 87k | 30.55 | |
| CoStar (CSGP) | 0.0 | $809k | 5.2k | 155.58 |
