JAT Capital Mgmt LP: 13F holdings
CIK 18344382026Q2
| Positions | 16 |
|---|---|
| Reported value | $47.4m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| WDC WESTERN DIGITAL CORP | 21,500 | $13.7m | 29.0% |
| ORCL ORACLE CORP | 51,560 | $7.6m | 15.9% |
| MU MICRON TECHNOLOGY INC | 4,587 | $5.3m | 11.2% |
| HOOD ROBINHOOD MKTS INC | 51,372 | $5.2m | 10.9% |
| AAOI APPLIED OPTOELECTRONICS INC | 26,500 | $3.9m | 8.3% |
| IREN LIMITED | 53,500 | $2.4m | 5.2% |
| LITE LUMENTUM HLDGS INC | 2,350 | $2.0m | 4.3% |
| COHR COHERENT CORP | 5,000 | $2.0m | 4.2% |
| SEAGATE TECHNOLOGY HLDNGS PL | 1,390 | $1.3m | 2.8% |
| MRVL MARVELL TECHNOLOGY INC | 3,485 | $1.0m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1834438")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.