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Disclosery

JAT Capital Mgmt LP

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13F filer, CIK 1834438, GREENWICH, CT

JAT Capital Mgmt LP reported $30,570,056 across 14 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 96.54% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001892688-25-000156

Period
2025-06-30
Reported value
$30.6M
Holdings
14
Top 10 weight
96.54%
New
8
Sold out
15

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TSLAnew+34,200$10.9M
CARnew+4,635$784K
DLRnew+2,900$506K
EQIXnew+635$505K
ETSYnew+9,850$494K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CORZreduced-7,108,692-$121M
HUTreduced-2,347,883-$43.7M
CLSexited-508,524-$40.1M
ORCLexited-172,500-$24.1M
PLTRreduced-168,631-$23M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001892688-25-000156, largest first. % of portfolio is the value over $30,570,056, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,426 shares; 2025Q1: not reported; 2025Q2: 34,200 shares 34,200$10.9M35.54%newTimeline
CORZCORE SCIENTIFIC INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,601,374 shares; 2024Q4: 5,852,913 shares; 2025Q1: 7,505,350 shares; 2025Q2: 396,658 shares 396,658$6.77M22.15%-7,108,692Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,007 shares; 2024Q4: not reported; 2025Q1: 41,600 shares; 2025Q2: 32,500 shares 32,500$3.98M13.03%-9,100Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 196,131 shares; 2025Q2: 27,500 shares 27,500$3.75M12.26%-168,631Timeline
HUTHUT 8 CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,631,337 shares; 2024Q4: 1,054,119 shares; 2025Q1: 2,428,631 shares; 2025Q2: 80,748 shares 80,748$1.5M4.91%-2,347,883Timeline
CARAVIS BUDGET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,170 shares; 2024Q4: 200,876 shares; 2025Q1: not reported; 2025Q2: 4,635 shares 4,635$784K2.56%newTimeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,900 shares 2,900$506K1.65%newTimeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 635 shares 635$505K1.65%newTimeline
ETSYETSY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,850 shares 9,850$494K1.62%newTimeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 851 shares; 2025Q1: 2,226 shares; 2025Q2: 460 shares 460$353K1.15%-1,766Timeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,500 shares; 2025Q2: 2,000 shares 2,000$326K1.07%-35,500Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,400 shares 2,400$296K0.97%newTimeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,320 shares; 2024Q4: 13,575 shares; 2025Q1: not reported; 2025Q2: 1,109 shares 1,109$233K0.76%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 900 shares 900$204K0.67%newTimeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CLSCELESTICA INC508,524$40.1Mshares
ORCLORACLE CORP172,500$24.1Mshares
CEGCONSTELLATION ENERGY CORP113,062$22.8Mshares
VSTVISTRA CORP189,716$22.3Mshares
RDDTREDDIT INC204,007$21.4Mshares
CORZCORE SCIENTIFIC INC NEW2,500,500$18.1Mcall
WIXWIX COM LTD55,802$9.12Mshares
AVGOBROADCOM INC53,500$8.96Mshares
HOODROBINHOOD MKTS INC64,971$2.7Mshares
OKLOOKLO INC123,830$2.68Mshares
SPHRSPHERE ENTERTAINMENT CO35,856$1.17Mshares
HUTHUT 8 CORP94,500$1.1Mcall
WBDWARNER BROS DISCOVERY INC62,564$671Kshares
CRDOCREDO TECHNOLOGY GROUP HOLDI10,699$430Kshares
AAOIAPPLIED OPTOELECTRONICS INC10,400$160Kcall

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001892688-25-000156 base2025-08-14acceptance time not in the bulk data set