Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
JAT Capital Mgmt LP (CIK 1834438) reported $59.3M across 10 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: META ($12.6M, 21.32%), MU ($11.3M, 19.07%), AMZN ($10.0M, 16.84%), NVDA ($9.4M, 15.87%), COHR ($9.0M, 15.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | META | META PLATFORMS INC CL A | $12.6M | 21.32% | 22,107 | New |
| 2 | MU | MICRON TECHNOLOGY INC COM | $11.3M | 19.07% | 33,500 | Added |
| 3 | AMZN | AMAZON COM INC COM | $10.0M | 16.84% | 47,968 | New |
| 4 | NVDA | NVIDIA CORPORATION COM | $9.4M | 15.87% | 54,000 | New |
| 5 | COHR | COHERENT CORP COM | $9.0M | 15.19% | 37,847 | New |
| 6 | LITE | LUMENTUM HLDGS INC COM | $2.1M | 3.55% | 3,000 | New |
| 7 | CEG | CONSTELLATION ENERGY CORP COM | $2.1M | 3.53% | 7,500 | New |
| 8 | CORZ | CORE SCIENTIFIC INC NEW COM | $976,484 | 1.65% | 65,273 | Trimmed |
| 9 | INTC | INTEL CORP COM | $919,449 | 1.55% | 20,835 | New |
| 10 | AAOI | APPLIED OPTOELECTRONICS INC COM | $847,084 | 1.43% | 10,014 | Trimmed |
| 11 | BE | BLOOM ENERGY CORP | $0 | 0.00% | 0 | Exited |
| 12 | CLS | CELESTICA INC | $0 | 0.00% | 0 | Exited |
| 13 | CIEN | CIENA CORP | $0 | 0.00% | 0 | Exited |
| 14 | CRWV | COREWEAVE INC | $0 | 0.00% | 0 | Exited |
| 15 | DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | Exited |
| 16 | HUT | HUT 8 CORP | $0 | 0.00% | 0 | Exited |
| 17 | NFLX | NETFLIX INC | $0 | 0.00% | 0 | Exited |
| 18 | SMR | NUSCALE PWR CORP | $0 | 0.00% | 0 | Exited |
| 19 | PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | Exited |
| 20 | HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | Exited |
| 21 | RBLX | ROBLOX CORP | $0 | 0.00% | 0 | Exited |
| 22 | TSLA | TESLA INC | $0 | 0.00% | 0 | Exited |
| 23 | NBIS | NEBIUS GROUP N.V. | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31