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JAT Capital Mgmt LP

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13F filer, CIK 1834438, GREENWICH, CT

JAT Capital Mgmt LP reported $59,334,819 across 10 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001892688-26-000086

Period
2026-03-31
Reported value
$59.3M
Holdings
10
Top 10 weight
100%
New
7
Sold out
13

Largest buys vs the previous quarter

SecurityShares changeApprox. value
METAnew+22,107$12.6M
AMZNnew+47,968$9.99M
MUadded+29,000$9.8M
NVDAnew+54,000$9.42M
COHRnew+37,847$9.02M

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
BEexited-156,125-$13.6M
NFLXexited-140,000-$13.1M
HOODexited-110,443-$12.5M
TSLAexited-21,000-$9.44M
CLSexited-27,250-$8.06M

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, Q1 2026

Share positions as resolved from 13F-HR 0001892688-26-000086, largest first. % of portfolio is the value over $59,334,819, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,662 shares; 2024Q4: 15,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,107 shares 22,107$12.6M21.32%newTimeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,400 shares; 2025Q3: not reported; 2025Q4: 4,500 shares; 2026Q1: 33,500 shares 33,500$11.3M19.07%+29,000Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 87,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,000 shares; 2025Q4: not reported; 2026Q1: 47,968 shares 47,968$9.99M16.84%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287,717 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,000 shares 54,000$9.42M15.87%newTimeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 297,185 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,847 shares 37,847$9.02M15.19%newTimeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares 3,000$2.11M3.55%newTimeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,069 shares; 2024Q4: 341,082 shares; 2025Q1: 113,062 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,500 shares 7,500$2.09M3.53%newTimeline
CORZCORE SCIENTIFIC INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,601,374 shares; 2024Q4: 5,852,913 shares; 2025Q1: 7,505,350 shares; 2025Q2: 396,658 shares; 2025Q3: not reported; 2025Q4: 515,042 shares; 2026Q1: 65,273 shares 65,273$976K1.65%-449,769Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,835 shares 20,835$919K1.55%newTimeline
AAOIAPPLIED OPTOELECTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 452,155 shares; 2024Q4: 1,851,730 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,500 shares; 2026Q1: 10,014 shares 10,014$847K1.43%-61,486Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
BEBLOOM ENERGY CORP156,125$13.6Mshares
NFLXNETFLIX INC.140,000$13.1Mshares
HOODROBINHOOD MKTS INC110,443$12.5Mshares
TSLATESLA INC21,000$9.44Mshares
CLSCELESTICA INC27,250$8.06Mshares
CIENCIENA CORP30,000$7.02Mshares
PLTRPALANTIR TECHNOLOGIES INC29,000$5.15Mshares
NBISNEBIUS GROUP N.V.51,800$4.34Mshares
CRWVCOREWEAVE INC45,000$3.22Mshares
RBLXROBLOX CORP29,430$2.38Mshares
SMRNUSCALE PWR CORP104,738$1.48Mshares
HUTHUT 8 CORP15,294$703Kshares
DKNGDRAFTKINGS INC NEW18,684$644Kshares

How Q1 2026 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 0001892688-26-000086 base2026-05-15acceptance time not in the bulk data set