JAT Capital Management LP Holdings in 4th Quarter: 13F Alert
By -
Feb 14, 2013
The following is an analysis of JAT Capital Management LP as of Dec. 31, according to a filing with the U.S. Securities and Exchange Commission on Feb 14.
Top Positions by Market Value
Company Name Ticker Market Value Current Change
(USD $) Position In Position
Equinix Inc EQIX US 224,850,584 1,090,449 431,551
Walt Disney Co/The DIS US 104,192,446 2,092,638 2,021,799
Ctrip.com International-ADR CTRP US 97,594,377 4,306,901 3,066,901
Google Inc-Cl A GOOG US 97,174,205 137,372 -26,855
SBA Communications Corp-Cl A SBAC US 93,749,532 1,320,788 1,320,788
eBay Inc EBAY US 73,371,921 1,438,730 547,610
Citrix Systems Inc CTXS US 61,414,939 935,918 98,605
Expedia Inc EXPE US 60,833,034 990,121 -2,041,014
News Corp-Cl A NWSA US 60,147,401 2,357,797 2,357,797
Yahoo! Inc YHOO US 57,075,190 2,868,100 2,868,100
Top New Buys by Market Value
Company Name Ticker Market Value Current Change
(USD $) Position In Position
SBA Communications Corp-Cl A SBAC US 93,749,532 1,320,788 1,320,788
News Corp-Cl A NWSA US 60,147,401 2,357,797 2,357,797
Yahoo! Inc YHOO US 57,075,190 2,868,100 2,868,100
LinkedIn Corp - A LNKD US 38,797,678 337,900 337,900
Melco Crown Entertainme-ADR MPEL US 36,896,440 2,191,000 2,191,000
Top Sell Outs by Market Value
Company Name Ticker MV Change Current Change
(USD $) Position In Position
Sprint Nextel Corp S US -136,964,244 0 -24,812,363
Apple Inc AAPL US -126,148,221 0 -189,098
McGraw-Hill Companies Inc MHP US -107,098,592 0 -1,961,872
Informatica Corp INFA US -74,195,058 0 -2,128,983
Seagate Technology STX US -52,401,596 0 -1,692,558
Top Position Increases by Market Value
Company Name Ticker MV Change Current Change
(USD $) Position In Position
Walt Disney Co/The DIS US 100,488,983 2,092,638 2,021,799
Equinix Inc EQIX US 89,084,651 1,090,449 431,551
Ctrip.com International-ADR CTRP US 76,663,177 4,306,901 3,066,901
eBay Inc EBAY US 30,268,447 1,438,730 547,610
Jinkosolar Holding Co-ADR JKS US 1,249,891 278,384 152,032
Top Position Decreases By Market Value
Company Name Ticker MV Change Current Change
(USD $) Position In Position
Facebook Inc-A FB US -119,478,842 532,312 -5,637,994
Expedia Inc EXPE US -114,487,814 990,121 -2,041,014
Priceline.com Inc PCLN US -71,090,560 28,400 -114,895
CBS Corp-Class B Non Voting CBS US -60,889,984 506,405 -1,700,000
MetroPCS Communications Inc PCS US -51,583,237 1,432,700 -4,188,502
SOURCE: SEC 13F-HR
FILER: JAT Capital Management LP
QUARTER ENDED: 12/31/2012
SEC RECEIVED: 02/14/2013
To contact the reporter on this story: Julie Sinatra in Princeton at jshuwall@bloomberg.net.
To contact the editor responsible for this story: Rodney Yap at ryap@bloomberg.net.