JAT Capital Mgmt LP
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $228,471,001 | Pooled investment vehicles (100%) |
| Apr 2025 to Mar 2026 | $1,192,911,428 | Pooled investment vehicles (52%) |
| Apr 2024 to Mar 2025 | $1,549,980,111 | Pooled investment vehicles (65%) |
| May 2023 to Mar 2024 | $901,497,794 | Diversified |
| Apr 2023 | $901,497,794 | Diversified |
| Apr 2022 to Mar 2023 | $632,523,360 | Corporations (57%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 89.8%; sector active share 53.8% against the combined 13F book's sector weights.
Over time 19 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
16 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 79.5% | $37,672,093 |
| Financial Services | 16.0% | $7,598,139 |
| Industrials | 1.6% | $768,870 |
| Utilities | 0.8% | $396,575 |
| Unclassified | 0.8% | $387,520 |
| Consumer Cyclical | 0.6% | $297,925 |
| Communication Services | 0.6% | $285,588 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAOI | Applied Optoelectronics, Inc. | +16,486 | 26,500 | $3,926,240 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | −46,718 | 1,250 | $297,925 | |
| COHR | Coherent Corp. | −32,847 | 5,000 | $1,972,350 | |
| MU | Micron Technology Inc | −28,913 | 4,587 | $5,294,728 | |
| META | Meta Platforms, Inc. | −21,600 | 507 | $285,588 | |
| LITE | Lumentum Holdings Inc. | −650 | 2,350 | $2,016,441 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| WDC | Western Digital Corp | 21,500 | $13,732,480 | |
| ORCL | Oracle Corp | 51,560 | $7,556,118 | |
| HOOD | Robinhood Markets, Inc. | 51,372 | $5,151,584 | |
| IREN | IREN Ltd | 53,500 | $2,446,555 | |
| STX | Seagate Technology Holdings plc | 1,390 | $1,341,350 | |
| MRVL | Marvell Technology, Inc. | 3,485 | $1,038,146 | |
| NOW | ServiceNow, Inc. | 8,000 | $794,240 | |
| SPCX | Space Exploration Technologies Corp | 4,500 | $768,870 | |
| VST | Vistra Corp. | 2,500 | $396,575 | |
| VIXY | 18,202 | $387,520 | ||
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WDC |
Western Digital Corp
Technology
|
NEW | 21,500 | $13,732,480 | 28.97% | |
| ORCL |
Oracle Corp
Technology
|
NEW | 51,560 | $7,556,118 | 15.94% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 4,587 | $5,294,728 | 11.17% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
NEW | 51,372 | $5,151,584 | 10.87% | |
| AAOI |
Applied Optoelectronics, Inc.
Technology
|
Added | 26,500 | $3,926,240 | 8.28% | |
| IREN |
IREN Ltd
Financial Services
|
NEW | 53,500 | $2,446,555 | 5.16% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
Reduced | 2,350 | $2,016,441 | 4.25% | |
| COHR |
Coherent Corp.
Technology
|
Reduced | 5,000 | $1,972,350 | 4.16% | |
| STX |
Seagate Technology Holdings plc
Technology
|
NEW | 1,390 | $1,341,350 | 2.83% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
NEW | 3,485 | $1,038,146 | 2.19% | |
| NOW |
ServiceNow, Inc.
Technology
|
NEW | 8,000 | $794,240 | 1.68% | |
| SPCX |
Space Exploration Technologies Corp
Industrials
|
NEW | 4,500 | $768,870 | 1.62% | |
| VST |
Vistra Corp.
Utilities
|
NEW | 2,500 | $396,575 | 0.84% | |
| VIXY |
|
NEW | 18,202 | $387,520 | 0.82% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 1,250 | $297,925 | 0.63% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 507 | $285,588 | 0.60% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.