JAT Capital Mgmt as of June 30, 2023
Portfolio Holdings for JAT Capital Mgmt
JAT Capital Mgmt holds 36 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Micron Technology (MU) | 16.8 | $73M | 1.2M | 63.11 | |
| NVIDIA Corporation (NVDA) | 10.6 | $46M | 109k | 423.02 | |
| Match Group (MTCH) | 9.0 | $39M | 934k | 41.85 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.1 | $26M | 220k | 119.70 | |
| Meta Platforms Cl A (META) | 5.8 | $25M | 88k | 286.98 | |
| Global E Online SHS (GLBE) | 5.6 | $24M | 593k | 40.94 | |
| Pure Storage Cl A (PSTG) | 5.2 | $23M | 612k | 36.82 | |
| Amazon (AMZN) | 4.2 | $18M | 139k | 130.36 | |
| Roblox Corp Cl A (RBLX) | 3.0 | $13M | 320k | 40.30 | |
| Netflix (NFLX) | 2.9 | $12M | 28k | 440.49 | |
| Louisiana-Pacific Corporation (LPX) | 2.8 | $12M | 160k | 74.98 | |
| Mongodb Cl A (MDB) | 2.6 | $11M | 28k | 410.99 | |
| Overstock (BBBY) | 2.6 | $11M | 343k | 32.57 | |
| Draftkings Com Cl A (DKNG) | 2.6 | $11M | 417k | 26.57 | |
| Nike CL B (NKE) | 2.5 | $11M | 100k | 110.37 | |
| MercadoLibre (MELI) | 2.2 | $9.4M | 8.0k | 1184.60 | |
| Microsoft Corporation (MSFT) | 2.1 | $9.2M | 27k | 340.54 | |
| The Trade Desk Com Cl A (TTD) | 1.9 | $8.4M | 108k | 77.22 | |
| Super Micro Computer | 1.8 | $7.9M | 32k | 249.25 | |
| Confluent Class A Com (CFLT) | 1.7 | $7.6M | 214k | 35.31 | |
| Servicenow (NOW) | 1.6 | $7.1M | 13k | 561.97 | |
| Academy Sports & Outdoor (ASO) | 0.9 | $4.1M | 75k | 54.05 | |
| Cloudflare Cl A Com (NET) | 0.8 | $3.4M | 52k | 65.37 | |
| RPM International (RPM) | 0.7 | $3.2M | 36k | 89.73 | |
| Generac Holdings (GNRC) | 0.7 | $3.1M | 21k | 149.13 | |
| Advanced Micro Devices (AMD) | 0.6 | $2.8M | 24k | 113.91 | |
| Dish Network Corporation Cl A | 0.6 | $2.5M | 374k | 6.59 | |
| Epam Systems (EPAM) | 0.4 | $1.9M | 8.3k | 224.75 | |
| Spotify Technology S A SHS (SPOT) | 0.3 | $1.1M | 7.0k | 160.55 | |
| Rumble Com Cl A (RUM) | 0.2 | $1.1M | 119k | 8.92 | |
| Etsy (ETSY) | 0.2 | $951k | 11k | 84.61 | |
| Shutterstock (SSTK) | 0.2 | $889k | 18k | 48.67 | |
| Hubspot (HUBS) | 0.2 | $720k | 1.4k | 532.09 | |
| Doordash Cl A (DASH) | 0.1 | $535k | 7.0k | 76.42 | |
| Zillow Group Cl A (ZG) | 0.1 | $419k | 8.5k | 49.20 | |
| Uber Technologies (UBER) | 0.1 | $358k | 8.3k | 43.17 |
