Filed: 11/14/2025ACC: 0001892688-25-000199
📋 What this filing means
JAT CAPITAL MGMT LP filed this quarterly 13F‑HR report disclosing 17 equity positions with a total reported market value of $46.28M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
17
Positions
$46.28M
Total AUM (reported)
511.28K
Total Shares
Allocation by class
COM$31.12M67.2%
CL A$9.69M20.9%
COM NEW$1.89M4.1%
CL A SUB VTG SHS$1.86M4.0%
COM CL A$1.72M3.7%
Portfolio Concentration
Top 3$20.37M44.0%
4–10$18.45M39.9%
11–25$7.47M16.1%
Top 3 weight
44.0%
Top 10 weight
83.9%
Voting Authority Distribution
Total shares with voting rights: 511.28K
Sole
Full voting authority
511.28K
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)
Sole17
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings17
Rows:
UNITY SOFTWARE INC
SOLEShares205.88K
TypeSH
Market value$8.24M
17.81%
Sole
205.88K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares28K
TypeSH
Market value$6.15M
13.28%
Sole
28K
Shared
0.00
None
0.00
ETSY INC
SOLEShares90K
TypeSH
Market value$5.98M
12.91%
Sole
90K
Shared
0.00
None
0.00
ROBLOX CORP
SOLEShares40.60K
TypeSH
Market value$5.62M
12.15%
Sole
40.60K
Shared
0.00
None
0.00
REDDIT INC
SOLEShares10.85K
TypeSH
Market value$2.50M
5.39%
Sole
10.85K
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares10.10K
TypeSH
Market value$2.49M
5.38%
Sole
10.10K
Shared
0.00
None
0.00
HUT 8 CORP
SOLEShares60.85K
TypeSH
Market value$2.12M
4.58%
Sole
60.85K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares7K
TypeSH
Market value$1.97M
4.25%
Sole
7K
Shared
0.00
None
0.00
CIENA CORP
SOLEShares13K
TypeSH
Market value$1.89M
4.09%
Sole
13K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares12.50K
TypeSH
Market value$1.86M
4.01%
Sole
12.50K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares12K
TypeSH
Market value$1.72M
3.71%
Sole
12K
Shared
0.00
None
0.00
TALEN ENERGY CORP
SOLEShares3.78K
TypeSH
Market value$1.61M
3.48%
Sole
3.78K
Shared
0.00
None
0.00
VISTRA CORP
SOLEShares8K
TypeSH
Market value$1.57M
3.39%
Sole
8K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares2.50K
TypeSH
Market value$943.1K
2.04%
Sole
2.50K
Shared
0.00
None
0.00
MONGODB INC
SOLEShares2.02K
TypeSH
Market value$626.3K
1.35%
Sole
2.02K
Shared
0.00
None
0.00
RH
SOLEShares3K
TypeSH
Market value$609.5K
1.32%
Sole
3K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares1.20K
TypeSH
Market value$395.9K
0.86%
Sole
1.20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UNITY SOFTWARE INCSOLE | COM | 205.88K | SH | $8.24M 17.81% | 205.88K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 28K | SH | $6.15M 13.28% | 28K | 0.00 | 0.00 |
ETSY INCSOLE | COM | 90K | SH | $5.98M 12.91% | 90K | 0.00 | 0.00 |
ROBLOX CORPSOLE | CL A | 40.60K | SH | $5.62M 12.15% | 40.60K | 0.00 | 0.00 |
REDDIT INCSOLE | CL A | 10.85K | SH | $2.50M 5.39% | 10.85K | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 10.10K | SH | $2.49M 5.38% | 10.10K | 0.00 | 0.00 |
HUT 8 CORPSOLE | COM | 60.85K | SH | $2.12M 4.58% | 60.85K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 7K | SH | $1.97M 4.25% | 7K | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 13K | SH | $1.89M 4.09% | 13K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 12.50K | SH | $1.86M 4.01% | 12.50K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 12K | SH | $1.72M 3.71% | 12K | 0.00 | 0.00 |
TALEN ENERGY CORPSOLE | COM | 3.78K | SH | $1.61M 3.48% | 3.78K | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 8K | SH | $1.57M 3.39% | 8K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 2.50K | SH | $943.1K 2.04% | 2.50K | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 2.02K | SH | $626.3K 1.35% | 2.02K | 0.00 | 0.00 |
RHSOLE | COM | 3K | SH | $609.5K 1.32% | 3K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 1.20K | SH | $395.9K 0.86% | 1.20K | 0.00 | 0.00 |