Filed: 2/17/2026ACC: 0001892688-26-000045
📋 What this filing means
JAT CAPITAL MGMT LP filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $92.90M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$92.90M
Total AUM (reported)
1.37M
Total Shares
Allocation by class
COM$42.60M45.9%
COM CL A$29.92M32.2%
CL A$7.54M8.1%
COM NEW$7.02M7.6%
SHS CLASS A$4.34M4.7%
CL A COM$1.48M1.6%
Portfolio Concentration
Top 3$39.18M42.2%
4–10$44.73M48.1%
11–25$8.99M9.7%
Top 3 weight
42.2%
Top 10 weight
90.3%
Voting Authority Distribution
Total shares with voting rights: 1.37M
Sole
Full voting authority
1.37M
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)
Sole16
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings16
Rows:
BLOOM ENERGY CORP
SOLEShares156.13K
TypeSH
Market value$13.57M
14.60%
Sole
156.13K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares140K
TypeSH
Market value$13.13M
14.13%
Sole
140K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares110.44K
TypeSH
Market value$12.49M
13.45%
Sole
110.44K
Shared
0.00
None
0.00
TESLA INC
SOLEShares21K
TypeSH
Market value$9.44M
10.17%
Sole
21K
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares27.25K
TypeSH
Market value$8.06M
8.67%
Sole
27.25K
Shared
0.00
None
0.00
CORE SCIENTIFIC INC NEW
SOLEShares515.04K
TypeSH
Market value$7.50M
8.07%
Sole
515.04K
Shared
0.00
None
0.00
CIENA CORP
SOLEShares30K
TypeSH
Market value$7.02M
7.55%
Sole
30K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares29K
TypeSH
Market value$5.15M
5.55%
Sole
29K
Shared
0.00
None
0.00
NEBIUS GROUP N.V.
SOLEShares51.80K
TypeSH
Market value$4.34M
4.67%
Sole
51.80K
Shared
0.00
None
0.00
COREWEAVE INC
SOLEShares45K
TypeSH
Market value$3.22M
3.47%
Sole
45K
Shared
0.00
None
0.00
APPLIED OPTOELECTRONICS INC
SOLEShares71.50K
TypeSH
Market value$2.49M
2.68%
Sole
71.50K
Shared
0.00
None
0.00
ROBLOX CORP
SOLEShares29.43K
TypeSH
Market value$2.38M
2.57%
Sole
29.43K
Shared
0.00
None
0.00
NUSCALE PWR CORP
SOLEShares104.74K
TypeSH
Market value$1.48M
1.60%
Sole
104.74K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares4.50K
TypeSH
Market value$1.28M
1.38%
Sole
4.50K
Shared
0.00
None
0.00
HUT 8 CORP
SOLEShares15.29K
TypeSH
Market value$702.6K
0.76%
Sole
15.29K
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
SOLEShares18.68K
TypeSH
Market value$643.9K
0.69%
Sole
18.68K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BLOOM ENERGY CORPSOLE | COM CL A | 156.13K | SH | $13.57M 14.60% | 156.13K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 140K | SH | $13.13M 14.13% | 140K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 110.44K | SH | $12.49M 13.45% | 110.44K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 21K | SH | $9.44M 10.17% | 21K | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 27.25K | SH | $8.06M 8.67% | 27.25K | 0.00 | 0.00 |
CORE SCIENTIFIC INC NEWSOLE | COM | 515.04K | SH | $7.50M 8.07% | 515.04K | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 30K | SH | $7.02M 7.55% | 30K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 29K | SH | $5.15M 5.55% | 29K | 0.00 | 0.00 |
NEBIUS GROUP N.V.SOLE | SHS CLASS A | 51.80K | SH | $4.34M 4.67% | 51.80K | 0.00 | 0.00 |
COREWEAVE INCSOLE | COM CL A | 45K | SH | $3.22M 3.47% | 45K | 0.00 | 0.00 |
APPLIED OPTOELECTRONICS INCSOLE | COM | 71.50K | SH | $2.49M 2.68% | 71.50K | 0.00 | 0.00 |
ROBLOX CORPSOLE | CL A | 29.43K | SH | $2.38M 2.57% | 29.43K | 0.00 | 0.00 |
NUSCALE PWR CORPSOLE | CL A COM | 104.74K | SH | $1.48M 1.60% | 104.74K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 4.50K | SH | $1.28M 1.38% | 4.50K | 0.00 | 0.00 |
HUT 8 CORPSOLE | COM | 15.29K | SH | $702.6K 0.76% | 15.29K | 0.00 | 0.00 |
DRAFTKINGS INC NEWSOLE | COM CL A | 18.68K | SH | $643.9K 0.69% | 18.68K | 0.00 | 0.00 |