Jat Capital Mgmt Lp Top Holdings and 13F Report (2024) About Jat Capital Mgmt LpInvestment ActivityJat Capital Mgmt Lp has $621.43 million in total holdings as of September 30, 2024.Jat Capital Mgmt Lp owns shares of 37 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 63.25% of the portfolio was purchased this quarter.About 94.83% of the portfolio was sold this quarter.This quarter, Jat Capital Mgmt Lp has purchased 44 new stocks and bought additional shares in 11 stocks.Jat Capital Mgmt Lp sold shares of 7 stocks and completely divested from 24 stocks this quarter.Largest Holdings CORE SCIENTIFIC INC NEW $63,196,888Roku $40,359,479Constellation Energy $39,540,981Elastic $35,735,541NVIDIA $34,940,352 Largest New Holdings this Quarter HUT 8 CORP $32,260,192 HoldingImpinj $18,837,240 HoldingMeta Platforms $17,552,155 HoldingCarvana $13,338,045 HoldingCoStar Group $12,687,348 Holding Largest Purchases this Quarter CORE SCIENTIFIC INC NEW 4,398,574 shares (about $52.17M)Roku 445,777 shares (about $33.28M)HUT 8 CORP 2,631,337 shares (about $32.26M)Elastic 399,175 shares (about $30.64M)NVIDIA 193,927 shares (about $23.55M) Largest Sales this Quarter Constellation Energy 707,468 shares (about $183.96M)Live Nation Entertainment 224,046 shares (about $24.53M)Overstock.com 2,246,562 shares (about $22.65M)Vistra 166,618 shares (about $19.75M)TeraWulf 3,819,280 shares (about $17.87M) Sector Allocation Over TimeMap of 500 Largest Holdings ofJat Capital Mgmt Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCORE SCIENTIFIC INC NEW$63,196,888$52,167,088 ▲473.0%5,328,57410.2%COMROKURoku$40,359,479$33,281,711 ▲470.2%540,5776.5%Consumer DiscretionaryCEGConstellation Energy$39,540,981$183,955,828 ▼-82.3%152,0696.4%Oils/EnergyESTCElastic$35,735,541$30,640,673 ▲601.4%465,5495.8%Computer and TechnologyNVDANVIDIA$34,940,352$23,550,495 ▲206.8%287,7175.6%Computer and TechnologyCARAvis Budget Group$34,875,710$6,865,567 ▲24.5%398,1705.6%TransportationREDDIT INC$34,096,131$16,448,358 ▲93.2%517,2355.5%CL AHUT 8 CORP$32,260,192$32,260,192 ▲New Holding2,631,3375.2%COMWDCWestern Digital$28,701,331$10,923,327 ▼-27.6%420,2864.6%Computer and TechnologyRBLXRoblox$27,441,200$18,589,200 ▲210.0%620,0004.4%Consumer DiscretionaryDELLDell Technologies$25,131,310$19,805,189 ▲371.9%212,0074.0%Computer and TechnologyMDBMongoDB$23,336,612$8,130,236 ▲53.5%86,3203.8%Computer and TechnologyBEBloom Energy$23,221,165$7,744,313 ▲50.0%2,198,9743.7%Oils/EnergyPINSPinterest$22,707,555$12,543,375 ▲123.4%701,5003.7%Computer and TechnologyPIImpinj$18,837,240$18,837,240 ▲New Holding87,0003.0%Computer and TechnologyMETAMeta Platforms$17,552,155$17,552,155 ▲New Holding30,6622.8%Computer and TechnologyCVNACarvana$13,338,045$13,338,045 ▲New Holding76,6072.1%Retail/WholesaleCSGPCoStar Group$12,687,348$12,687,348 ▲New Holding168,1782.0%Computer and TechnologyAPPLOVIN CORP$12,402,250$12,402,250 ▲New Holding95,0002.0%COM CL AINTUIntuit$10,867,500$10,867,500 ▲New Holding17,5001.7%Computer and TechnologyDTDynatrace$9,357,250$9,357,250 ▲New Holding175,0001.5%Computer and TechnologyAAOIApplied Optoelectronics$6,470,338$6,470,338 ▲New Holding452,1551.0%Computer and TechnologyWYNNWynn Resorts$6,232,200$6,232,200 ▲New Holding65,0001.0%Consumer DiscretionaryOSTKOverstock.com$5,796,907$22,645,344 ▼-79.6%575,0900.9%Retail/WholesaleWULFTeraWulf$5,650,520$17,874,231 ▼-76.0%1,207,3760.9%FinanceCROXCrocs$5,068,350$5,068,350 ▲New Holding35,0000.8%Consumer DiscretionaryTRUPTrupanion$4,953,6400.0%118,0000.8%FinanceCCJCameco$4,776,000$4,776,000 ▲New Holding100,0000.8%Basic MaterialsFYBRFrontier Communications Parent$4,441,250$4,441,250 ▲New Holding125,0000.7%Computer and TechnologyCOLOMBIER ACQUISITION CORP I$4,269,7980.0%415,3500.7%UNIT 99/99/9999ZETA GLOBAL HOLDINGS CORP$2,520,247$2,520,247 ▲New Holding84,4870.4%CL ATALEN ENERGY CORP$2,513,184$2,513,184 ▲New Holding14,1000.4%COMADBEAdobe$2,178,300$2,178,300 ▲New Holding4,2070.4%Computer and TechnologyVSTVistra$2,002,970$19,750,894 ▼-90.8%16,8970.3%UtilitiesAMZNAmazon.com$1,863,300$10,661,989 ▼-85.1%10,0000.3%Retail/WholesaleLUMNLumen Technologies$1,800,631$1,800,631 ▲New Holding253,6100.3%Business ServicesLYVLive Nation Entertainment$306,134$24,530,793 ▼-98.8%2,7960.0%Consumer DiscretionaryMUMicron Technology$0$66,001,096 ▼-100.0%00.0%Computer and TechnologyFSLRFirst Solar$0$34,382,650 ▼-100.0%00.0%Oils/EnergyIRENIris Energy$0$27,138,699 ▼-100.0%00.0%Oils/EnergySMCISuper Micro Computer$0$22,414,958 ▼-100.0%00.0%Computer and TechnologyMTZMasTec$0$22,093,221 ▼-100.0%00.0%ConstructionAVGOBroadcom$0$19,266,360 ▼-100.0%00.0%Computer and TechnologyPSTGPure Storage$0$16,951,954 ▼-100.0%00.0%Computer and TechnologyNOWServiceNow$0$11,833,090 ▼-100.0%00.0%Computer and TechnologyLYFTLyft$0$10,575,000 ▼-100.0%00.0%Computer and TechnologyMTCHMatch Group$0$10,347,975 ▼-100.0%00.0%Retail/WholesaleARM HOLDINGS PLC$0$10,273,373 ▼-100.0%00.0%SPONSORED ADSNFLXNetflix$0$9,712,873 ▼-100.0%00.0%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$0$7,799,724 ▼-100.0%00.0%Computer and TechnologySPOTSpotify Technology$0$7,635,766 ▼-100.0%00.0%Business ServicesNKENIKE$0$7,537,000 ▼-100.0%00.0%Consumer DiscretionaryPCORProcore Technologies$0$6,000,525 ▼-100.0%00.0%Business ServicesSATSEchoStar$0$2,702,757 ▼-100.0%00.0%Computer and TechnologyMSFTMicrosoft$0$1,729,697 ▼-100.0%00.0%Computer and TechnologyASMLASML$0$1,431,822 ▼-100.0%00.0%Computer and TechnologyAMDAdvanced Micro Devices$0$1,216,575 ▼-100.0%00.0%Computer and TechnologyDKNGDraftKings$0$616,865 ▼-100.0%00.0%Consumer DiscretionarySEASSeaWorld Entertainment$0$593,337 ▼-100.0%00.0%Consumer DiscretionaryUBERUber Technologies$0$541,175 ▼-100.0%00.0%Computer and TechnologyUUnity Software$0$167,706 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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