JAT Capital Mgmt LP [Rocket]

Holdings

JAT Capital Mgmt LP

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
MICRON TECHNOLOGY INC	MU	Common	1,154,540	917,304	72,863,019,000	58,548,199,000	16.83	0.11	Hist	06/30/2023
NVIDIA CORP	NVDA	Common	108,957	9,256	46,090,990,000	18,397,043,000	10.64	0.00	Hist	06/30/2023
Match Group, Inc.	MTCH	Common Stock	933,702	654,941	39,075,429,000	28,373,794,000	9.02	0.34	Hist	06/30/2023
Alphabet Inc.	GOOGL	COM	220,447	220,447	26,387,506,000	26,387,506,000	6.09		Hist	06/30/2023
Meta Platforms, Inc.	FB	Common	88,254	-17,212	25,327,133,000	2,974,669,000	5.85		Hist	06/30/2023
Global-E Online Ltd.	GLBE	SHS	593,402	593,402	24,293,878,000	24,293,878,000	5.61	0.37	Hist	06/30/2023
Pure Storage, Inc.	PSTG	Common	611,866	611,866	22,528,906,000	22,528,906,000	5.20		Hist	06/30/2023
AMAZON COM INC	AMZN	Common	139,442	11,872	18,177,659,000	5,000,954,000	4.20		Hist	06/30/2023
Roblox Corp	RBLX	CL A	320,000	320,000	12,896,000,000	12,896,000,000	2.98		Hist	06/30/2023
NETFLIX INC	NFLX	Common	28,068	18,500	12,363,673,000	9,058,120,000	2.85	0.01	Hist	06/30/2023
LOUISIANA-PACIFIC CORP	LPX	Common	160,236	160,236	12,014,495,000	12,014,495,000	2.77		Hist	06/30/2023
MongoDB, Inc.	MDB	COM	27,500	27,500	11,302,225,000	11,302,225,000	2.61		Hist	06/30/2023
OVERSTOCK.COM, INC	OSTK	Common	343,148	343,148	11,176,330,000	11,176,330,000	2.58	0.76	Hist	06/30/2023
DraftKings Holdings Inc.	DKNG	Stock	417,142	184,089	11,083,463,000	6,571,557,000	2.56		Hist	06/30/2023
NIKE, Inc.	NKE	Common	100,000	-7,678	11,037,000,000	-2,168,630,000	2.55		Hist	06/30/2023
MERCADOLIBRE INC	MELI	Common	7,960	1,404	9,429,416,000	788,215,000	2.18	0.02	Hist	06/30/2023
MICROSOFT CORP	MSFT	Common	26,928	26,928	9,170,061,000	9,170,061,000	2.12	0.00	Hist	06/30/2023
Trade Desk, Inc.	TTD	Common	108,318	57,247	8,364,316,000	5,253,581,000	1.93		Hist	06/30/2023
Super Micro Computer, Inc.	SMCI	Common	31,802	31,802	7,926,649,000	7,926,649,000	1.83		Hist	06/30/2023
Confluent, Inc.	CFLT	Common	214,095	214,095	7,559,694,000	7,559,694,000	1.75		Hist	06/30/2023
ServiceNow, Inc.	NOW	COM	12,688	12,688	7,130,275,000	7,130,275,000	1.65		Hist	06/30/2023
Academy Sports & Outdoors, Inc.	ASO	COM	75,000	75,000	4,053,750,000	4,053,750,000	0.94	0.10	Hist	06/30/2023
Cloudflare, Inc.	NET	Common	51,522	22,605	3,367,993,000	1,584,971,000	0.78		Hist	06/30/2023
RPM INTERNATIONAL INC/DE/	RPM	Common	36,109	36,109	3,240,061,000	3,240,061,000	0.75	0.03	Hist	06/30/2023
GENERAC HOLDINGS INC.	GNRC	COM	20,470	20,470	3,052,691,000	3,052,691,000	0.70	0.03	Hist	06/30/2023
ADVANCED MICRO DEVICES INC	AMD	Common	24,216	24,216	2,758,445,000	2,758,445,000	0.64	0.00	Hist	06/30/2023
DISH Network CORP	DISH	Common	374,300	-237,838	2,466,637,000	-3,244,611,000	0.57		Hist	06/30/2023
EPAM Systems, Inc.	EPAM	Com	8,300	8,300	1,865,425,000	1,865,425,000	0.43		Hist	06/30/2023
Spotify Technology S.A.	SPOT	COM	6,950	-98,555	1,115,823,000	-12,981,755,000	0.26	0.00	Hist	06/30/2023
Rumble Inc.	RUM	Common	119,387	119,387	1,064,932,000	1,064,932,000	0.25		Hist	06/30/2023
ETSY INC	ETSY	Common	11,238	11,238	950,847,000	950,847,000	0.22		Hist	06/30/2023
Shutterstock, Inc.	SSTK	Common	18,274	18,274	889,396,000	889,396,000	0.21		Hist	06/30/2023
HUBSPOT INC	HUBS	Common	1,354	-15,248	720,450,000	-6,397,658,000	0.17		Hist	06/30/2023
DoorDash, Inc.	DASH	COM	6,999	3,176	534,864,000	291,874,000	0.12		Hist	06/30/2023
ZILLOW GROUP, INC.	ZG	CL A	8,521	-185	419,233,000	38,781,000	0.10		Hist	06/30/2023
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