JAT Capital Management

Companies in the JAT Capital Management portfolio as of March 2011 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Baidu (BIDU) 11.78 1.31M 137.81
Sina Corporation 10.20 1.46M 107.04
Green Mountain Coffee Roasters (GMCR) 5.37 1.27M 64.61
Netflix (NFLX) 5.01 321795 237.78
priceline.com Incorporated (PCLN) 4.99 150682 506.44
SanDisk Corporation (SNDK) 4.75 1.58M 46.09
Home Inns & Hotels Management (HMIN) 3.53 1.36M 39.57
QUALCOMM (QCOM) 3.42 953047 54.83
Riverbed Technology (RVBD) 3.33 1.35M 37.65
Youku (YOKU) 3.06 985675 47.51
Cavium Networks (CAVM) 2.56 871719 44.93
OpenTable (OPEN) 2.56 368174 106.35
Citrix Systems (CTXS) 2.55 529942 73.46
Transocean Ltd. 2.50 491102 77.95
Imax Corp Cad Com (usd) 2.43 1.16M 31.98
NII Holdings (NIHD) 2.29 839452 41.67
Leap Wireless International (LEAP) 2.22 2.20M 15.47
Cablevision Systems Corporation (CVC) 2.17 960141 34.61
Monster Worldwide (MWW) 2.07 1.99M 15.90
Schlumberger (SLB) 2.06 337847 93.26
Liberty Media (LCAPA) 2.06 428454 73.67
EMC Corporation (EMC) 2.06 1.18M 26.56
Lear Corporation (LEA) 1.75 546156 48.87
STEC (STEC) 1.68 1.28M 20.09
Wynn Resorts (WYNN) 1.66 199960 127.16
Seadrill Limited 1.34 568524 36.07
Wright Express Corporation (WXS) 1.27 373247 51.84
CBS Corporation (CBS) 1.25 760200 25.04
Xilinx (XLNX) 1.25 583323 32.80
VeriFone Systems (PAY) 1.21 336785 54.95
Sirius XM Radio (SIRI) 0.80 7.44M 1.65
JinkoSolar Holding (JKS) 0.70 397615 27.00
GATX Corporation (GMT) 0.63 247805 38.66
Granite Construction (GVA) 0.56 306221 28.10
Las Vegas Sands (LVS) 0.44 158403 42.22
MGM Resorts International. (MGM) 0.43 504281 13.15
Pioneer Natural Resources (PXD) 0.42 63000 101.92
Whiting Petroleum Corporation (WLL) 0.41 85000 73.45
Eagle Materials (EXP) 0.38 191679 30.26
Daktronics (DAKT) 0.35 497192 10.75
LDK Solar (LDK) 0.31 388582 12.24
Tenaris S.A. (TS) 0.19 58700 49.45