account_balance
Investment manager · 13F filer · SEC CIK 1834438
JAT Capital Mgmt LP
Reported value$47.4Mas of Jun 30, 2026
Positions16 10 new, 4 sold out
Top 10 weight93.8%WDC alone is 29%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
WDCWestern Digital Corp
29.0%New
ORCLOracle Corp
15.9%New
MUMicron Technology Inc
11.2%Trimmed −86%
HOODRobinhood Markets, Inc.
10.9%New
AAOIApplied Optoelectronics, Inc.
8.3%Added +165%
IRENIREN Ltd
5.2%New
LITELumentum Holdings Inc.
4.3%Trimmed −22%
COHRCoherent Corp.
4.2%Trimmed −87%
STXSeagate Technology Holdings PLC
2.8%
MRVLMarvell Technology, Inc.
2.2%
NOW1.7%SPCXWDCWestern Digital Corp
29.0%New
ORCLOracle Corp
15.9%New
MUMicron Technology Inc
11.2%Trimmed −86%
HOODRobinhood Markets, Inc.
10.9%New
AAOIApplied Optoelectronics, Inc.
8.3%+165%
IREN5.2%LITE4.3%COHR4.2%STXNOWBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
WDC Western Digital Corp 29.0% NewORCL Oracle Corp 15.9% NewMU Micron Technology Inc 11.2% Trimmed −86%HOOD Robinhood Markets, Inc. 10.9% NewAAOI Applied Optoelectronics, Inc. 8.3% Added +165%IREN IREN Ltd 5.2% NewLITE Lumentum Holdings Inc. 4.3% Trimmed −22%COHR Coherent Corp. 4.2% Trimmed −87%STX Seagate Technology Holdings PLC 2.8% NewMRVL Marvell Technology, Inc. 2.2% NewNOW ServiceNow, Inc. 1.7% NewSPCX Space Exploration Technologies Corp 1.6% New
What changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.