Jat Capital Management

Companies in the Jat Capital Management portfolio as of March 2015 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Yahoo! (YHOO) 13.49 11.29M 44.44
Time Warner Cable (TWC) 10.05 2.49M 149.88
Twitter 9.78 7.26M 50.08
Madison Square Garden (MSG) 6.41 2.81M 84.65
Jd 5.73 7.25M 29.38
Tesla Motors (TSLA) 3.73 733662 188.77
Alliance Data Systems Corporation (ADS) 3.46 434291 296.25
Linkedin Corp Com 3.26 484818 249.86
Netflix (NFLX) 3.18 283619 416.69
Sirius Xm Holdings 2.88 28.03M 3.82
Liberty Global Inc Com Ser A 2.42 1.75M 51.47
Google (GOOG) 2.19 146752 554.70
CoStar (CSGP) 2.10 395418 197.83
Liberty Media 2.07 2.00M 38.55
Apple (AAPL) 2.00 598938 124.43
Facebook Inc cl a 2.00 902610 82.21
Fireeye 1.83 1.74M 39.25
Stratasys 1.65 1.16M 52.78
Sinclair Broadcast (SBGI) 1.59 1.88M 31.41
Baidu (BIDU) 1.51 270200 208.40
Alibaba Group Holding Ltd Spon 1.49 664685 83.24
Realogy Hldgs 1.38 1.13M 45.48
Amazon (AMZN) 1.31 130494 372.10
Zillow Group Inc Cl A stock 1.17 432019 100.30
CBS Corporation (CBS) 1.14 697150 60.63
Nielsen Holdings Nv 1.03 856861 44.57
Ctrip.com International (CTRP) 0.99 624895 58.62
priceline.com Incorporated (PCLN) 0.98 31400 1164.14
Solarcity 0.93 673973 51.28
Melco Crown Entertainment (MPEL) 0.80 1.38M 21.46
Via (VIA.B) 0.64 350000 68.30
Western Union Company (WU) 0.55 975000 20.81
NetEase (NTES) 0.53 188333 105.30
Grubhub 0.48 392842 45.39
AT&T; (T) 0.44 500000 32.65
Rackspace Hosting (RAX) 0.42 305281 51.59
SBA Communications Corporation (SBAC) 0.41 129859 117.10
Palo Alto Networks 0.41 104684 146.08
Qorvo 0.35 163879 79.70
King Digital Entertainment 0.33 757000 16.04
Micron Technology (MU) 0.28 389100 27.13
Electronic Arts (ERTS) 0.27 173495 58.81
SanDisk Corporation (SNDK) 0.25 146592 63.62
Outerwall 0.22 124200 66.12
Gopro 0.21 176812 43.41
Lendingclub 0.21 400000 19.65
Windstream Hldgs 0.19 971335 7.40
On Deck Capital 0.19 335610 21.29
Sunedison 0.18 285414 24.00
Seagate Technology Com Stk 0.17 125000 52.03
Discovery Communications (DISCA) 0.14 172500 30.76
stock 0.11 70701 59.19
Depository Vipshop Holdings Ltd - Ads receipt 0.10 132400 29.44
Synaptics, Incorporated (SYNA) 0.09 40785 81.30
Tripadvisor 0.09 40633 83.16
Bitauto Hldg (BITA) 0.07 50000 50.88
First Solar (FSLR) 0.04 27500 59.78
REPCOM cla 0.04 25000 54.56
Zulily Inc cl a 0.02 46500 12.99