JAT Capital Mgmt LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| UNITY SOFTWARE INC(U) | 0 | 205,882 | +205,882 | 0 | 8,243,515 | 17.81% | +8,243,515 |
| AMAZON COM INC(AMZN) | 0 | 28,000 | +28,000 | 0 | 6,147,960 | 13.28% | +6,147,960 |
| ROBLOX CORP(RBLX) | 0 | 40,599 | +40,599 | 0 | 5,623,773 | 12.15% | +5,623,773 |
| ETSY INC(ETSY) | 9,850 | 90,000 | +80,150 | 494,076 | 5,975,100 | 12.91% | +5,481,024 |
| REDDIT INC(RDDT) | 0 | 10,850 | +10,850 | 0 | 2,495,392 | 5.39% | +2,495,392 |
| CELESTICA INC(CLS) | 0 | 10,100 | +10,100 | 0 | 2,488,438 | 5.38% | +2,488,438 |
| ORACLE CORP(ORCL) | 0 | 7,000 | +7,000 | 0 | 1,968,680 | 4.25% | +1,968,680 |
| CIENA CORP(CIEN) | 0 | 13,000 | +13,000 | 0 | 1,893,710 | 4.09% | +1,893,710 |
| SHOPIFY INC(SHOP) | 0 | 12,500 | +12,500 | 0 | 1,857,625 | 4.01% | +1,857,625 |
| ROBINHOOD MKTS INC(HOOD) | 0 | 12,000 | +12,000 | 0 | 1,718,160 | 3.71% | +1,718,160 |
| TALEN ENERGY CORP(TLN) | 0 | 3,784 | +3,784 | 0 | 1,609,638 | 3.48% | +1,609,638 |
| VISTRA CORP(VST) | 0 | 8,000 | +8,000 | 0 | 1,567,360 | 3.39% | +1,567,360 |
| CARVANA CO(CVNA) | 0 | 2,500 | +2,500 | 0 | 943,100 | 2.04% | +943,100 |
| HUT 8 CORP(HUT) | 80,748 | 60,849 | -19,899 | 1,501,913 | 2,118,154 | 4.58% | +616,241 |
| RH(RH) | 0 | 3,000 | +3,000 | 0 | 609,480 | 1.32% | +609,480 |
| BROADCOM INC(AVGO) | 0 | 1,200 | +1,200 | 0 | 395,892 | 0.86% | +395,892 |
| MONGODB INC(MDB) | 1,109 | 2,018 | +909 | 232,879 | 626,347 | 1.35% | +393,468 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 900 | 0 | -900 | 203,841 | 0 | — | -203,841 |
| MICRON TECHNOLOGY INC(MU) | 2,400 | 0 | -2,400 | 295,800 | 0 | — | -295,800 |
| COREWEAVE INC(CRWV) | 2,000 | 0 | -2,000 | 326,120 | 0 | — | -326,120 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 460 | 0 | -460 | 352,976 | 0 | — | -352,976 |
| EQUINIX INC(EQIX) | 635 | 0 | -635 | 505,123 | 0 | — | -505,123 |
| DIGITAL RLTY TR INC(DLR) | 2,900 | 0 | -2,900 | 505,557 | 0 | — | -505,557 |
| AVIS BUDGET GROUP | 4,635 | 0 | -4,635 | 783,547 | 0 | — | -783,547 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 27,500 | 0 | -27,500 | 3,748,800 | 0 | — | -3,748,800 |
| DELL TECHNOLOGIES INC(DELL) | 32,500 | 0 | -32,500 | 3,984,500 | 0 | — | -3,984,500 |
| CORE SCIENTIFIC INC NEW(CORZ) | 396,658 | 0 | -396,658 | 6,770,952 | 0 | — | -6,770,952 |
| TESLA INC(TSLA) | 34,200 | 0 | -34,200 | 10,863,972 | 0 | — | -10,863,972 |