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Jat Capital Mgmt Lp

Portfolio Manager
Jat Capital Mgmt Lp
Performance
-1.84% (2025 Q4)
AUM (13F)
$92.90M
# of Holdings
16
Performance Rank
Allocation (Top 20)
100.01%

Jat Capital Mgmt Lp Holdings Map

Top 16 Jat Capital Mgmt Lp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BE
BLOOM ENERGY CORP
14.6%156.1K$13.6Mnew2024-Q4: 308.5K shares2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 156.1K shares
$11.63(+1739.23%)
2025-12-31
NFLX
NETFLIX INC
14.13%140.0K$13.1Mnew2024-Q4: 0 shares2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 140.0K shares
$106.83(+0.83%)
2025-12-31
HOOD
ROBINHOOD MKTS INC
13.45%110.4K$12.5M
+820.36%(+98.44K)
2024-Q4: 0 shares2025-Q1: 65.0K shares2025-Q2: 0 shares2025-Q3: 12.0K shares2025-Q4: 110.4K shares
$118.50(-26.31%)
2025-12-31
TSLA
TESLA INC
10.17%21.0K$9.4Mnew2024-Q4: 35.4K shares2025-Q1: 0 shares2025-Q2: 34.2K shares2025-Q3: 0 shares2025-Q4: 21.0K shares
$332.74(+17.80%)
2025-12-31
CLS
CELESTICA INC
8.67%27.3K$8.1M
+169.80%(+17.15K)
2024-Q4: 0 shares2025-Q1: 508.5K shares2025-Q2: 0 shares2025-Q3: 10.1K shares2025-Q4: 27.3K shares
$202.26(+88.83%)
2025-12-31
CORZ
CORE SCIENTIFIC INC NEW
8.07%515.0K$7.5Mnew2024-Q4: 5.85M shares2025-Q1: 7.51M shares2025-Q2: 396.7K shares2025-Q3: 0 shares2025-Q4: 515.0K shares
$11.80(+61.66%)
2025-12-31
CIEN
CIENA CORP
7.55%30.0K$7.0M
+130.77%(+17.00K)
2024-Q4: 0 shares2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 13.0K shares2025-Q4: 30.0K shares
$156.72(+203.57%)
2025-12-31
PLTR
PALANTIR TECHNOLOGIES INC
5.55%29.0K$5.2Mnew2024-Q4: 0 shares2025-Q1: 196.1K shares2025-Q2: 27.5K shares2025-Q3: 0 shares2025-Q4: 29.0K shares
$69.83(+103.58%)
2025-12-31
NBIS
NEBIUS GROUP N.V.
4.67%51.8K$4.3Mnew2024-Q4: 60.1K shares2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 51.8K shares
$27.70(+502.06%)
2025-12-31
CRWV
COREWEAVE INC
3.47%45.0K$3.2Mnew2024-Q4: 0 shares2025-Q1: 37.5K shares2025-Q2: 2.0K shares2025-Q3: 0 shares2025-Q4: 45.0K shares
$101.25(+17.23%)
2025-12-31

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