Q3 2025 · 13F-HR
JAT Capital Mgmt LPholdings as filed
Filed 2025-11-14 · accession 0001892688-25-000199
$46.3M
Reported value
17
Positions
2025-09-30
Period end
The Brief · JAT Capital Mgmt LP · Q3 2025
AI · grounded in 13F
JAT Capital Mgmt LP established a new position in Unity Software Inc U worth $8.2M. The fund also initiated new stakes in Amazon Com Inc AMZN for $6.1M and Etsy Inc ETSY for $5.9M. Additional new positions include Roblox Corp RBLX at $5.6M and Reddit Inc RDDT at $2.4M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 91332U101 | U | UNITY SOFTWARE INC | $8.2M | 17.8% | 205,882 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $6.1M | 13.3% | 28,000 | Common | SOLE |
| 29786A106 | ETSY | ETSY INC | $6.0M | 12.9% | 90,000 | Common | SOLE |
| 771049103 | RBLX | ROBLOX CORP | $5.6M | 12.2% | 40,599 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC | $2.5M | 5.39% | 10,850 | Common | SOLE |
| 15101Q207 | CLS | CELESTICA INC | $2.5M | 5.38% | 10,100 | Common | SOLE |
| 44812J104 | HUT | HUT 8 CORP | $2.1M | 4.58% | 60,849 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $2.0M | 4.25% | 7,000 | Common | SOLE |
| 171779309 | CIEN | CIENA CORP | $1.9M | 4.09% | 13,000 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $1.9M | 4.01% | 12,500 | Common | SOLE |
| 770700102 | HOOD | ROBINHOOD MKTS INC | $1.7M | 3.71% | 12,000 | Common | SOLE |
| 87422Q109 | TLN | TALEN ENERGY CORP | $1.6M | 3.48% | 3,784 | Common | SOLE |
| 92840M102 | VST | VISTRA CORP | $1.6M | 3.39% | 8,000 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $943,100 | 2.04% | 2,500 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $626,347 | 1.35% | 2,018 | Common | SOLE |
| 74967X103 | RH | RH | $609,480 | 1.32% | 3,000 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $395,892 | 0.86% | 1,200 | 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.