Filed: 2/14/2025ACC: 0001892688-25-000098
📋 What this filing means
JAT CAPITAL MGMT LP filed this quarterly 13F‑HR report disclosing 36 equity positions with a total reported market value of $631.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
36
Positions
$631.96M
Total AUM (reported)
15.43M
Total Shares
Allocation by class
COM$458.48M72.5%
COM CL A$82.59M13.1%
CL A$49.73M7.9%
CL A COM$9.74M1.5%
SHS$7.47M1.2%
COM SER A$6.87M1.1%
UNIT 99/99/9999$5.13M0.8%
Portfolio Concentration
Top 3$287.30M45.5%
4–10$168.40M26.6%
11–25$157.73M25.0%
Rest$18.53M2.9%
Top 3 weight
45.5%
Top 10 weight
72.1%
Voting Authority Distribution
Total shares with voting rights: 15.43M
Sole
Full voting authority
15.43M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole36
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings36
Rows:
CONSTELLATION ENERGY CORP
SOLEShares481.08K
TypeSH
Market value$107.62M
17.03%
Sole
481.08K
Shared
0.00
None
0.00
CORE SCIENTIFIC INC NEW
SOLEShares6.92M
TypeSH
Market value$97.23M
15.39%
Sole
6.92M
Shared
0.00
None
0.00
APPLIED OPTOELECTRONICS INC
SOLEShares2.24M
TypeSH
Market value$82.45M
13.05%
Sole
2.24M
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares114.08K
TypeSH
Market value$36.94M
5.85%
Sole
114.08K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares297.19K
TypeSH
Market value$28.15M
4.45%
Sole
297.19K
Shared
0.00
None
0.00
MASTEC INC
SOLEShares173.81K
TypeSH
Market value$23.66M
3.74%
Sole
173.81K
Shared
0.00
None
0.00
HUT 8 CORP
SOLEShares1.05M
TypeSH
Market value$21.60M
3.42%
Sole
1.05M
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares126.43K
TypeSH
Market value$21.07M
3.33%
Sole
126.43K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares87.50K
TypeSH
Market value$19.20M
3.04%
Sole
87.50K
Shared
0.00
None
0.00
REDDIT INC
SOLEShares108.76K
TypeSH
Market value$17.78M
2.81%
Sole
108.76K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares86.55K
TypeSH
Market value$17.60M
2.78%
Sole
86.55K
Shared
0.00
None
0.00
AVIS BUDGET GROUP
SOLEShares200.88K
TypeSH
Market value$16.19M
2.56%
Sole
200.88K
Shared
0.00
None
0.00
THE TRADE DESK INC
SOLEShares131.91K
TypeSH
Market value$15.50M
2.45%
Sole
131.91K
Shared
0.00
None
0.00
OKLO INC
SOLEShares697.04K
TypeSH
Market value$14.80M
2.34%
Sole
697.04K
Shared
0.00
None
0.00
TESLA INC
SOLEShares35.43K
TypeSH
Market value$14.31M
2.26%
Sole
35.43K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares26.29K
TypeSH
Market value$11.69M
1.85%
Sole
26.29K
Shared
0.00
None
0.00
DUOLINGO INC
SOLEShares30.04K
TypeSH
Market value$9.74M
1.54%
Sole
30.04K
Shared
0.00
None
0.00
CINEMARK HLDGS INC
SOLEShares313.99K
TypeSH
Market value$9.73M
1.54%
Sole
313.99K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares15K
TypeSH
Market value$8.78M
1.39%
Sole
15K
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
SOLEShares228.44K
TypeSH
Market value$8.50M
1.34%
Sole
228.44K
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares30.11K
TypeSH
Market value$7.09M
1.12%
Sole
30.11K
Shared
0.00
None
0.00
WARNER BROS DISCOVERY INC
SOLEShares650K
TypeSH
Market value$6.87M
1.09%
Sole
650K
Shared
0.00
None
0.00
BLOOM ENERGY CORP
SOLEShares308.49K
TypeSH
Market value$6.85M
1.08%
Sole
308.49K
Shared
0.00
None
0.00
COLOMBIER ACQUISITION CORP I
SOLEShares415.35K
TypeSH
Market value$5.13M
0.81%
Sole
415.35K
Shared
0.00
None
0.00
ELASTIC N V
SOLEShares50K
TypeSH
Market value$4.95M
0.78%
Sole
50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CONSTELLATION ENERGY CORPSOLE | COM | 481.08K | SH | $107.62M 17.03% | 481.08K | 0.00 | 0.00 |
CORE SCIENTIFIC INC NEWSOLE | COM | 6.92M | SH | $97.23M 15.39% | 6.92M | 0.00 | 0.00 |
APPLIED OPTOELECTRONICS INCSOLE | COM | 2.24M | SH | $82.45M 13.05% | 2.24M | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 114.08K | SH | $36.94M 5.85% | 114.08K | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 297.19K | SH | $28.15M 4.45% | 297.19K | 0.00 | 0.00 |
MASTEC INCSOLE | COM | 173.81K | SH | $23.66M 3.74% | 173.81K | 0.00 | 0.00 |
HUT 8 CORPSOLE | COM | 1.05M | SH | $21.60M 3.42% | 1.05M | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 126.43K | SH | $21.07M 3.33% | 126.43K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 87.50K | SH | $19.20M 3.04% | 87.50K | 0.00 | 0.00 |
REDDIT INCSOLE | CL A | 108.76K | SH | $17.78M 2.81% | 108.76K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 86.55K | SH | $17.60M 2.78% | 86.55K | 0.00 | 0.00 |
AVIS BUDGET GROUPSOLE | COM | 200.88K | SH | $16.19M 2.56% | 200.88K | 0.00 | 0.00 |
THE TRADE DESK INCSOLE | COM CL A | 131.91K | SH | $15.50M 2.45% | 131.91K | 0.00 | 0.00 |
OKLO INCSOLE | COM CL A | 697.04K | SH | $14.80M 2.34% | 697.04K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 35.43K | SH | $14.31M 2.26% | 35.43K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 26.29K | SH | $11.69M 1.85% | 26.29K | 0.00 | 0.00 |
DUOLINGO INCSOLE | CL A COM | 30.04K | SH | $9.74M 1.54% | 30.04K | 0.00 | 0.00 |
CINEMARK HLDGS INCSOLE | COM | 313.99K | SH | $9.73M 1.54% | 313.99K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 15K | SH | $8.78M 1.39% | 15K | 0.00 | 0.00 |
DRAFTKINGS INC NEWSOLE | COM CL A | 228.44K | SH | $8.50M 1.34% | 228.44K | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 30.11K | SH | $7.09M 1.12% | 30.11K | 0.00 | 0.00 |
WARNER BROS DISCOVERY INCSOLE | COM SER A | 650K | SH | $6.87M 1.09% | 650K | 0.00 | 0.00 |
BLOOM ENERGY CORPSOLE | COM CL A | 308.49K | SH | $6.85M 1.08% | 308.49K | 0.00 | 0.00 |
COLOMBIER ACQUISITION CORP ISOLE | UNIT 99/99/9999 | 415.35K | SH | $5.13M 0.81% | 415.35K | 0.00 | 0.00 |
ELASTIC N VSOLE | ORD SHS | 50K | SH | $4.95M 0.78% | 50K | 0.00 | 0.00 |
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