JAT CAPITAL MGMT LP
Q4 2024 Form 13-F
GREENWICH, CONNECTICUT
CIK 0001834438
· CRD 311599
· SEC-registered investment adviser
$632.0M Reported Value Total
JAT CAPITAL MANAGEMENT LP reports 11 total accounts under management (AUM). There are 11 discretionary accounts valued at $1,549,980,111, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
1 fund
· $349.7M gross asset value
Hedge Fund: $349.7M
Source: Form ADV filed 2026-03-31
Reported value
$632.0M
Quarter over quarter
+34.1%
Holdings
36
Top-10 concentration
64.7%
Key People
Form ADV owners & control persons
John Anthony Thaler
PORTFOLIO MANAGER, LIMITED PARTNER
Corey Michael Gleason
CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER
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13F Metrics
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Q4 2024 13F record
Q4 2024 13F filing summary
| Period of report | December 31, 2024 |
|---|---|
| Filed | February 14, 2025 |
| Form | 13F-HR |
| Reported value | $632.0M |
| Positions | 36 |
| Change in reported value | +1.7% |
| New positions | 18 |
| Exited positions | 17 |
| Position turnover | 66.0% |
| Top-10 concentration | 64.7% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
16 | $47.4M |
|
Q1 2026 13F
Filed May 15, 2026
|
10 | $59.3M |
|
Q4 2025 13F
Filed Feb 17, 2026
|
16 | $92.9M |
|
Q3 2025 13F
Filed Nov 14, 2025
|
17 | $46.3M |
|
Q2 2025 13F
Filed Aug 14, 2025
|
14 | $30.6M |
|
Q1 2025 13F
Filed May 15, 2025
|
18 | $281.3M |
|
Q4 2024 13F
Filed Feb 14, 2025
|
36 | $632.0M |
|
Q3 2024 13F
Filed Nov 14, 2024
|
35 | $621.4M |
|
Q2 2024 13F
Filed Aug 14, 2024
|
43 | $775.7M |
|
Q1 2024 13F
Filed May 15, 2024
|
34 | $802.8M |
|
Q4 2023 13F
Filed Feb 14, 2024
|
31 | $529.6M |
|
Q3 2023 13F
Filed Nov 14, 2023
|
28 | $447.5M |
|
Q2 2023 13F
Filed Aug 14, 2023
|
36 | $433.1M |
|
Q1 2023 13F
Filed May 15, 2023
|
30 | $335.4M |
|
Q4 2022 13F
Filed Feb 14, 2023
|
22 | $277.6M |
|
Q3 2022 13F
Filed Nov 14, 2022
|
32 | $279.5M |
|
Q2 2022 13F
Filed Aug 15, 2022
|
31 | $351.6M |
|
Q1 2022 13F
Filed May 16, 2022
|
36 | $331.0M |
|
Q4 2021 13F
Filed Feb 14, 2022
|
29 | $335.8M |
Top 20 holdings · Q4 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | CORZ CORE SCIENTIFIC INC NEW | $82.2M | 13.01% |
| 2 | CEG CONSTELLATION ENERGY CORP | $76.3M | 12.07% |
| 3 | AAOI APPLIED OPTOELECTRONICS INC | $68.3M | 10.8% |
| 4 | APP APPLOVIN CORP | $36.9M | 5.85% |
| 5 | CEG C CONSTELLATION ENERGY CORP | $31.3M | 4.96% |
| 6 | COHR COHERENT CORP | $28.2M | 4.45% |
| 7 | MTZ MASTEC INC | $23.7M | 3.74% |
| 8 | HUT HUT 8 CORP | $21.6M | 3.42% |
| 9 | ORCL ORACLE CORP | $21.1M | 3.33% |
| 10 | AMZN AMAZON COM INC | $19.2M | 3.04% |
| 11 | RDDT REDDIT INC | $17.8M | 2.81% |
| 12 | CVNA CARVANA CO | $17.6M | 2.78% |
| 13 | CAR AVIS BUDGET GROUP | $16.2M | 2.56% |
| 14 | TTD THE TRADE DESK INC | $15.5M | 2.45% |
| 15 | CORZ C CORE SCIENTIFIC INC NEW | $15.0M | 2.37% |
| 16 | ALCC OKLO INC | $14.8M | 2.34% |
| 17 | TSLA TESLA INC | $14.3M | 2.26% |
| 18 | AAOI C APPLIED OPTOELECTRONICS INC | $14.2M | 2.25% |
| 19 | ADBE ADOBE INC | $11.7M | 1.85% |
| 20 | DUOL DUOLINGO INC | $9.7M | 1.54% |
Values as reported on the Q4 2024 Form 13F. Every position is in the holdings table below.