Stock Taper

JAT CAPITAL MGMT LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
IREN LimitedIREN53.5K$2.45M
Oracle CorporationORCL51.56K$7.56M
Robinhood Markets, Inc.HOOD51.37K$5.15M
Applied Optoelectronics, Inc.AAOI26.5K$3.93M
Western Digital CorporationWDC21.5K$13.73M
ServiceNow, Inc.NOW8K$794.24K
Coherent, Inc.COHR5K$1.97M
Micron Technology, Inc.MU4.59K$5.29M
Space Exploration Technologies Corp.SPCX4.5K$768.87K
Marvell Technology, Inc.MRVL3.48K$1.04M
Vistra Corp.VST2.5K$396.57K
Lumentum Holdings Inc.LITE2.35K$2.02M
Seagate Technology Holdings plcSTX1.39K$1.34M
Amazon.com, Inc.AMZN1.25K$297.93K
Meta Platforms, Inc.META507$285.59K