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JAT Capital Mgmt LP

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13F filer, CIK 1834438, GREENWICH, CT

JAT Capital Mgmt LP reported $46,282,324 across 17 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 83.86% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001892688-25-000199

Period
2025-09-30
Reported value
$46.3M
Holdings
17
Top 10 weight
83.86%
New
14
Sold out
11

Largest buys vs the previous quarter

SecurityShares changeApprox. value
Unew+205,882$8.24M
AMZNnew+28,000$6.15M
RBLXnew+40,599$5.62M
ETSYadded+80,150$5.32M
RDDTnew+10,850$2.5M

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
TSLAexited-34,200-$10.9M
CORZexited-396,658-$6.77M
DELLexited-32,500-$3.98M
PLTRexited-27,500-$3.75M
CARexited-4,635-$784K

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, Q3 2025

Share positions as resolved from 13F-HR 0001892688-25-000199, largest first. % of portfolio is the value over $46,282,324, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
UUNITY SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 205,882 shares 205,882$8.24M17.81%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 87,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,000 shares 28,000$6.15M13.28%newTimeline
ETSYETSY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,850 shares; 2025Q3: 90,000 shares 90,000$5.98M12.91%+80,150Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620,000 shares; 2024Q4: 12,015 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,599 shares 40,599$5.62M12.15%newTimeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 517,235 shares; 2024Q4: 108,759 shares; 2025Q1: 204,007 shares; 2025Q2: not reported; 2025Q3: 10,850 shares 10,850$2.5M5.39%newTimeline
CLSCELESTICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 508,524 shares; 2025Q2: not reported; 2025Q3: 10,100 shares 10,100$2.49M5.38%newTimeline
HUTHUT 8 CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 60,849 shares 60,849$2.12M4.58%-19,899Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 126,433 shares; 2025Q1: 172,500 shares; 2025Q2: not reported; 2025Q3: 7,000 shares 7,000$1.97M4.25%newTimeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,000 shares 13,000$1.89M4.09%newTimeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,500 shares 12,500$1.86M4.01%newTimeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64,971 shares; 2025Q2: not reported; 2025Q3: 12,000 shares 12,000$1.72M3.71%newTimeline
TLNTALEN ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,784 shares 3,784$1.61M3.48%newTimeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,897 shares; 2024Q4: not reported; 2025Q1: 189,716 shares; 2025Q2: not reported; 2025Q3: 8,000 shares 8,000$1.57M3.39%newTimeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,607 shares; 2024Q4: 86,545 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares 2,500$943K2.04%newTimeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,320 shares; 2024Q4: 13,575 shares; 2025Q1: not reported; 2025Q2: 1,109 shares; 2025Q3: 2,018 shares 2,018$626K1.35%+909Timeline
RHRHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares 3,000$609K1.32%newTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,500 shares; 2025Q2: not reported; 2025Q3: 1,200 shares 1,200$396K0.86%newTimeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
TSLATESLA INC34,200$10.9Mshares
CORZCORE SCIENTIFIC INC NEW396,658$6.77Mshares
DELLDELL TECHNOLOGIES INC32,500$3.98Mshares
PLTRPALANTIR TECHNOLOGIES INC27,500$3.75Mshares
CARAVIS BUDGET GROUP INC4,635$784Kshares
DLRDIGITAL RLTY TR INC2,900$506Kshares
EQIXEQUINIX INC635$505Kshares
SPOTSPOTIFY TECHNOLOGY S A460$353Kshares
CRWVCOREWEAVE INC2,000$326Kshares
MUMICRON TECHNOLOGY INC2,400$296Kshares
TSMTAIWAN SEMICONDUCTOR MANUFAC900$204Kshares

How Q3 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 0001892688-25-000199 base2025-11-14acceptance time not in the bulk data set