Institutions / JAT Capital Mgmt LP

JAT Capital Mgmt LP

CIK 1834438 · Institution · as of Dec 31, 2025
Portfolio value
$92.90M
Positions
16
As of
Dec 31, 2025

Top holdings

Dec 31, 2025
CompanyClassValueShares% of portfolio
Bloom Energy Corp$13.57M156,12514.6%
Netflix Inc$13.13M140,00014.1%
Robinhood Markets, Inc.$12.49M110,44313.4%
Tesla Inc$9.44M21,00010.2%
Celestica IncCLSCommon Stock$8.06M27,2508.7%
Core Scientific, Inc./tx$7.50M515,0428.1%
Ciena Corp$7.02M30,0007.6%
Palantir Technologies Inc$5.15M29,0005.5%
Nebius Group N.V.$4.34M51,8004.7%
CoreWeave, Inc.$3.22M45,0003.5%
Applied Optoelectronics, Inc.$2.49M71,5002.7%
ROBLOX Corp$2.38M29,4302.6%
NUSCALE POWER Corp$1.48M104,7381.6%
Micron Technology Inc$1.28M4,5001.4%
Hut 8 Corp.$702.6K15,2940.8%
DraftKings Inc.$643.9K18,6840.7%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.