Holders — by stockHoldings — by fund
JAT Capital Mgmt LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001834438
$47.4M
disclosed book value
16
positions
29%
largest position share
Positions, as of 2026-06-30
top 16 of 16 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | WDCWESTERN DIGITAL CORP | 21,500 | $13.7M | 29% |
| 2 | ORCLORACLE CORP | 51,560 | $7.6M | 15.9% |
| 3 | MUMICRON TECHNOLOGY INC | 4,587 | $5.3M | 11.2% |
| 4 | HOODROBINHOOD MKTS INC | 51,372 | $5.2M | 10.9% |
| 5 | AAOIAPPLIED OPTOELECTRONICS INC | 26,500 | $3.9M | 8.3% |
| 6 | IREN LIMITED | 53,500 | $2.4M | 5.2% |
| 7 | LITELUMENTUM HLDGS INC | 2,350 | $2.0M | 4.3% |
| 8 | COHRCOHERENT CORP | 5,000 | $2.0M | 4.2% |
| 9 | SEAGATE TECHNOLOGY HLDNGS PL | 1,390 | $1.3M | 2.8% |
| 10 | MRVLMARVELL TECHNOLOGY INC | 3,485 | $1.0M | 2.2% |
| 11 | NOWSERVICENOW INC | 8,000 | $794,240 | 1.7% |
| 12 | SPCXSPACE EXPLORATION TECHN CORP | 4,500 | $768,870 | 1.6% |
| 13 | VSTVISTRA CORP | 2,500 | $396,575 | 0.8% |
| 14 | VIXYPROSHARES TR II | 18,202 | $387,521 | 0.8% |
| 15 | AMZNAMAZON COM INC | 1,250 | $297,925 | 0.6% |
| 16 | METAMETA PLATFORMS INC | 507 | $285,588 | 0.6% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.