Jat Capital Management, L.P. 13F 持仓 · 最近申报 2015年Q1
Jat Capital Management 在 2015年Q1（报告期截至 2015-03-31）的 SEC 13F 申报中报告了 59 只证券，申报市值合计 37.18 亿美元。前几大持仓：YHOO（13.49%）、TWC（10.05%）、TWTR（9.78%）。本季前 25 大持仓中：新建仓 9 只、增持 11 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | YHOO | YAHOO INC | $501.5M | 13.49% | 11.3M | 增持 |
| 2 | TWC | TIME WARNER CABLE INC | $373.6M | 10.05% | 2.5M | 新建仓 |
| 3 | TWTR | TWITTER INC | $363.7M | 9.78% | 7.3M | 持平 |
| 4 | MSGN | MADISON SQUARE GARDEN CO | $238.2M | 6.41% | 2.8M | 减持 |
| 5 | JD | JD COM INC | $213.1M | 5.73% | 7.3M | 新建仓 |
| 6 | TSLA | TESLA MTRS INC | $138.5M | 3.73% | 733,662 | 增持 |
| 7 | BFH | ALLIANCE DATA SYSTEMS CORP | $128.7M | 3.46% | 434,291 | 增持 |
| 8 | LNKD | LINKEDIN CORP | $121.1M | 3.26% | 484,818 | 增持 |
| 9 | NFLX | NETFLIX INC | $118.2M | 3.18% | 283,619 | 增持 |
| 10 | SIRI | SIRIUS XM HLDGS INC | $107.1M | 2.88% | 28.0M | 新建仓 |
| 11 | LBTYA | LIBERTY GLOBAL PLC | $90.1M | 2.42% | 1.8M | 减持 |
| 12 | GOOGL | GOOGLE INC | $81.4M | 2.19% | 146,752 | 增持 |
| 13 | CSGP | COSTAR GROUP INC | $78.2M | 2.10% | 395,418 | 增持 |
| 14 | FWONA | LIBERTY MEDIA CORP DELAWARE | $77.0M | 2.07% | 2.0M | 新建仓 |
| 15 | AAPL | APPLE INC | $74.5M | 2.00% | 598,938 | 增持 |
| 16 | META | FACEBOOK INC | $74.2M | 2.00% | 902,610 | 增持 |
| 17 | MNDT | FIREEYE INC | $68.1M | 1.83% | 1.7M | 新建仓 |
| 18 | SSYS | STRATASYS LTD | $61.2M | 1.65% | 1.2M | 增持 |
| 19 | SBGI | SINCLAIR BROADCAST GROUP INC | $59.0M | 1.59% | 1.9M | 增持 |
| 20 | BIDU | BAIDU INC | $56.3M | 1.51% | 270,200 | 持平 |
| 21 | BABA | ALIBABA GROUP HLDG LTD | $55.3M | 1.49% | 664,685 | 新建仓 |
| 22 | HOUS | REALOGY HLDGS CORP | $51.4M | 1.38% | 1.1M | 新建仓 |
| 23 | AMZN | AMAZON COM INC | $48.6M | 1.31% | 130,494 | 新建仓 |
| 24 | ZG | ZILLOW GROUP INC | $43.3M | 1.17% | 432,019 | 新建仓 |
| 25 | PARA | CBS CORP NEW | $42.3M | 1.14% | 697,150 | 减持 |
来源：SEC 13F 申报文件 · 截至 2015-03-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR