Filed: 5/15/2025ACC: 0001892688-25-000129
📋 What this filing means
JAT CAPITAL MGMT LP filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $281.28M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$281.28M
Total AUM (reported)
14.41M
Total Shares
Allocation by class
COM$220.15M78.3%
CL A$39.13M13.9%
SHS$10.34M3.7%
COM CL A$6.77M2.4%
CL C$3.79M1.3%
COM SER A$671.3K0.2%
ORDINARY SHARES$429.7K0.2%
Portfolio Concentration
Top 3$141.84M50.4%
4–10$125.22M44.5%
11–25$14.22M5.1%
Top 3 weight
50.4%
Top 10 weight
94.9%
Voting Authority Distribution
Total shares with voting rights: 14.41M
Sole
Full voting authority
14.41M
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)
Sole19
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings19
Rows:
CORE SCIENTIFIC INC NEW
SOLEShares10.01M
TypeSH
Market value$72.44M
25.75%
Sole
10.01M
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares508.52K
TypeSH
Market value$40.08M
14.25%
Sole
508.52K
Shared
0.00
None
0.00
HUT 8 CORP
SOLEShares2.52M
TypeSH
Market value$29.32M
10.42%
Sole
2.52M
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares172.50K
TypeSH
Market value$24.12M
8.57%
Sole
172.50K
Shared
0.00
None
0.00
CONSTELLATION ENERGY CORP
SOLEShares113.06K
TypeSH
Market value$22.80M
8.10%
Sole
113.06K
Shared
0.00
None
0.00
VISTRA CORP
SOLEShares189.72K
TypeSH
Market value$22.28M
7.92%
Sole
189.72K
Shared
0.00
None
0.00
REDDIT INC
SOLEShares204.01K
TypeSH
Market value$21.40M
7.61%
Sole
204.01K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares196.13K
TypeSH
Market value$16.55M
5.88%
Sole
196.13K
Shared
0.00
None
0.00
WIX COM LTD
SOLEShares55.80K
TypeSH
Market value$9.12M
3.24%
Sole
55.80K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares53.50K
TypeSH
Market value$8.96M
3.18%
Sole
53.50K
Shared
0.00
None
0.00
DELL TECHNOLOGIES INC
SOLEShares41.60K
TypeSH
Market value$3.79M
1.35%
Sole
41.60K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares64.97K
TypeSH
Market value$2.70M
0.96%
Sole
64.97K
Shared
0.00
None
0.00
OKLO INC
SOLEShares123.83K
TypeSH
Market value$2.68M
0.95%
Sole
123.83K
Shared
0.00
None
0.00
COREWEAVE INC
SOLEShares37.50K
TypeSH
Market value$1.39M
0.49%
Sole
37.50K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares2.23K
TypeSH
Market value$1.22M
0.44%
Sole
2.23K
Shared
0.00
None
0.00
SPHERE ENTERTAINMENT CO
SOLEShares35.86K
TypeSH
Market value$1.17M
0.42%
Sole
35.86K
Shared
0.00
None
0.00
WARNER BROS DISCOVERY INC
SOLEShares62.56K
TypeSH
Market value$671.3K
0.24%
Sole
62.56K
Shared
0.00
None
0.00
CREDO TECHNOLOGY GROUP HOLDI
SOLEShares10.70K
TypeSH
Market value$429.7K
0.15%
Sole
10.70K
Shared
0.00
None
0.00
APPLIED OPTOELECTRONICS INC
SOLEShares10.40K
TypeSH
Market value$159.6K
0.06%
Sole
10.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CORE SCIENTIFIC INC NEWSOLE | COM | 10.01M | SH | $72.44M 25.75% | 10.01M | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 508.52K | SH | $40.08M 14.25% | 508.52K | 0.00 | 0.00 |
HUT 8 CORPSOLE | COM | 2.52M | SH | $29.32M 10.42% | 2.52M | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 172.50K | SH | $24.12M 8.57% | 172.50K | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPSOLE | COM | 113.06K | SH | $22.80M 8.10% | 113.06K | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 189.72K | SH | $22.28M 7.92% | 189.72K | 0.00 | 0.00 |
REDDIT INCSOLE | CL A | 204.01K | SH | $21.40M 7.61% | 204.01K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 196.13K | SH | $16.55M 5.88% | 196.13K | 0.00 | 0.00 |
WIX COM LTDSOLE | SHS | 55.80K | SH | $9.12M 3.24% | 55.80K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 53.50K | SH | $8.96M 3.18% | 53.50K | 0.00 | 0.00 |
DELL TECHNOLOGIES INCSOLE | CL C | 41.60K | SH | $3.79M 1.35% | 41.60K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 64.97K | SH | $2.70M 0.96% | 64.97K | 0.00 | 0.00 |
OKLO INCSOLE | COM CL A | 123.83K | SH | $2.68M 0.95% | 123.83K | 0.00 | 0.00 |
COREWEAVE INCSOLE | COM CL A | 37.50K | SH | $1.39M 0.49% | 37.50K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 2.23K | SH | $1.22M 0.44% | 2.23K | 0.00 | 0.00 |
SPHERE ENTERTAINMENT COSOLE | CL A | 35.86K | SH | $1.17M 0.42% | 35.86K | 0.00 | 0.00 |
WARNER BROS DISCOVERY INCSOLE | COM SER A | 62.56K | SH | $671.3K 0.24% | 62.56K | 0.00 | 0.00 |
CREDO TECHNOLOGY GROUP HOLDISOLE | ORDINARY SHARES | 10.70K | SH | $429.7K 0.15% | 10.70K | 0.00 | 0.00 |
APPLIED OPTOELECTRONICS INCSOLE | COM | 10.40K | SH | $159.6K 0.06% | 10.40K | 0.00 | 0.00 |