Filed: 5/15/2026ACC: 0001892688-26-000086
📋 What this filing means
JAT CAPITAL MGMT LP filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $59.33M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$59.33M
Total AUM (reported)
302.04K
Total Shares
Allocation by class
COM$46.69M78.7%
CL A$12.65M21.3%
Portfolio Concentration
Top 3$33.96M57.2%
4–10$25.38M42.8%
Top 3 weight
57.2%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 302.04K
Sole
Full voting authority
302.04K
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)
Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
META PLATFORMS INC CL A
SOLEShares22.11K
TypeSH
Market value$12.65M
21.32%
Sole
22.11K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC COM
SOLEShares33.50K
TypeSH
Market value$11.32M
19.07%
Sole
33.50K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares47.97K
TypeSH
Market value$9.99M
16.84%
Sole
47.97K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares54K
TypeSH
Market value$9.42M
15.87%
Sole
54K
Shared
0.00
None
0.00
COHERENT CORP COM
SOLEShares37.85K
TypeSH
Market value$9.02M
15.19%
Sole
37.85K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC COM
SOLEShares3K
TypeSH
Market value$2.11M
3.55%
Sole
3K
Shared
0.00
None
0.00
CONSTELLATION ENERGY CORP COM
SOLEShares7.50K
TypeSH
Market value$2.09M
3.53%
Sole
7.50K
Shared
0.00
None
0.00
CORE SCIENTIFIC INC NEW COM
SOLEShares65.27K
TypeSH
Market value$976.5K
1.65%
Sole
65.27K
Shared
0.00
None
0.00
INTEL CORP COM
SOLEShares20.84K
TypeSH
Market value$919.4K
1.55%
Sole
20.84K
Shared
0.00
None
0.00
APPLIED OPTOELECTRONICS INC COM
SOLEShares10.01K
TypeSH
Market value$847.1K
1.43%
Sole
10.01K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
META PLATFORMS INC CL ASOLE | CL A | 22.11K | SH | $12.65M 21.32% | 22.11K | 0.00 | 0.00 |
MICRON TECHNOLOGY INC COMSOLE | COM | 33.50K | SH | $11.32M 19.07% | 33.50K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | COM | 47.97K | SH | $9.99M 16.84% | 47.97K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | COM | 54K | SH | $9.42M 15.87% | 54K | 0.00 | 0.00 |
COHERENT CORP COMSOLE | COM | 37.85K | SH | $9.02M 15.19% | 37.85K | 0.00 | 0.00 |
LUMENTUM HLDGS INC COMSOLE | COM | 3K | SH | $2.11M 3.55% | 3K | 0.00 | 0.00 |
CONSTELLATION ENERGY CORP COMSOLE | COM | 7.50K | SH | $2.09M 3.53% | 7.50K | 0.00 | 0.00 |
CORE SCIENTIFIC INC NEW COMSOLE | COM | 65.27K | SH | $976.5K 1.65% | 65.27K | 0.00 | 0.00 |
INTEL CORP COMSOLE | COM | 20.84K | SH | $919.4K 1.55% | 20.84K | 0.00 | 0.00 |
APPLIED OPTOELECTRONICS INC COMSOLE | COM | 10.01K | SH | $847.1K 1.43% | 10.01K | 0.00 | 0.00 |