Q4 2024 · 13F-HR
JAT Capital Mgmt LPholdings as filed
Filed 2025-02-14 · accession 0001892688-25-000098
$632.0M
Reported value
39
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 21874A106 | CORZ | CORE SCIENTIFIC INC NEW | $82.2M | 13.0% | 5,852,913 | Common | SOLE |
| 21037T109 | CEG | CONSTELLATION ENERGY CORP | $76.3M | 12.1% | 341,082 | Common | SOLE |
| 03823U102 | AAOI | APPLIED OPTOELECTRONICS INC | $68.3M | 10.8% | 1,851,730 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $36.9M | 5.85% | 114,081 | Common | SOLE |
| 21037T109 | CEG | CONSTELLATION ENERGY CORP | $31.3M | 4.96% | 140,000 | CALL | SOLE |
| 19247G107 | COHR | COHERENT CORP | $28.2M | 4.45% | 297,185 | Common | SOLE |
| 576323109 | MTZ | MASTEC INC | $23.7M | 3.74% | 173,814 | Common | SOLE |
| 44812J104 | HUT | HUT 8 CORP | $21.6M | 3.42% | 1,054,119 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $21.1M | 3.33% | 126,433 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $19.2M | 3.04% | 87,500 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC | $17.8M | 2.81% | 108,759 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $17.6M | 2.78% | 86,545 | Common | SOLE |
| 053774105 | CAR | AVIS BUDGET GROUP | $16.2M | 2.56% | 200,876 | Common | SOLE |
| 88339J105 | TTD | THE TRADE DESK INC | $15.5M | 2.45% | 131,907 | Common | SOLE |
| 21874A106 | CORZ | CORE SCIENTIFIC INC NEW | $15.0M | 2.37% | 1,067,200 | CALL | SOLE |
| 02156V109 | OKLO | OKLO INC | $14.8M | 2.34% | 697,042 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $14.3M | 2.26% | 35,426 | Common | SOLE |
| 03823U102 | AAOI | APPLIED OPTOELECTRONICS INC | $14.2M | 2.25% | 385,100 | CALL | SOLE |
| 00724F101 | ADBE | ADOBE INC | $11.7M | 1.85% | 26,290 | Common | SOLE |
| 26603R106 | DUOL | DUOLINGO INC | $9.7M | 1.54% | 30,036 | Common | SOLE |
| 17243V102 | CNK | CINEMARK HLDGS INC | $9.7M | 1.54% | 313,990 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $8.8M | 1.39% | 15,000 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $8.5M | 1.34% | 228,435 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $7.1M | 1.12% | 30,109 | Common | SOLE |
| 934423104 | WBD | WARNER BROS DISCOVERY INC | $6.9M | 1.09% | 650,000 | Common | SOLE |
| 093712107 | BE | BLOOM ENERGY CORP | $6.9M | 1.08% | 308,490 | Common | SOLE |
| G2283U126 | — | COLOMBIER ACQUISITION CORP I | $5.1M | 0.81% | 415,350 | Common | SOLE |
| N14506104 | ESTC | ELASTIC N V | $5.0M | 0.78% | 50,000 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $3.3M | 0.52% | 10,000 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $3.2M | 0.50% | 13,575 | Common | SOLE |
| 958102105 | WDC | WESTERN DIGITAL CORP | $2.3M | 0.36% | 38,424 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC | $1.9M | 0.31% | 17,633 | Common | SOLE |
| 37637K108 | GTLB | GITLAB INC | $1.9M | 0.31% | 34,210 | Common | SOLE |
| N97284108 | NBIS | NEBIUS GROUP N.V. | $1.7M | 0.26% | 60,125 | Common | SOLE |
| 42806J700 | HTZ | HERTZ GLOBAL HLDGS INC | $1.4M | 0.23% | 395,790 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $1.3M | 0.21% | 12,500 | Common | SOLE |
| 771049103 | RBLX | ROBLOX CORP | $695,188 | 0.11% | 12,015 | Common | SOLE |
| 72352L106 | PINS | PINTEREST INC | $390,398 | 0.06% | 13,462 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $380,720 | 0.06% | 851 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.