Bloomberg News

JAT Capital Management LP Holdings in 4th Quarter: 13F Alert

February 14, 2013

The following is an analysis of JAT Capital Management LP as of Dec. 31, according to a filing with the U.S. Securities and Exchange Commission on Feb 14.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Equinix Inc                  EQIX US      224,850,584    1,090,449      431,551
Walt Disney Co/The           DIS US       104,192,446    2,092,638    2,021,799
Ctrip.com International-ADR  CTRP US       97,594,377    4,306,901    3,066,901
Google Inc-Cl A              GOOG US       97,174,205      137,372      -26,855
SBA Communications Corp-Cl A SBAC US       93,749,532    1,320,788    1,320,788
eBay Inc                     EBAY US       73,371,921    1,438,730      547,610
Citrix Systems Inc           CTXS US       61,414,939      935,918       98,605
Expedia Inc                  EXPE US       60,833,034      990,121   -2,041,014
News Corp-Cl A               NWSA US       60,147,401    2,357,797    2,357,797
Yahoo! Inc                   YHOO US       57,075,190    2,868,100    2,868,100
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
SBA Communications Corp-Cl A SBAC US       93,749,532    1,320,788    1,320,788
News Corp-Cl A               NWSA US       60,147,401    2,357,797    2,357,797
Yahoo! Inc                   YHOO US       57,075,190    2,868,100    2,868,100
LinkedIn Corp - A            LNKD US       38,797,678      337,900      337,900
Melco Crown Entertainme-ADR  MPEL US       36,896,440    2,191,000    2,191,000
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Sprint Nextel Corp           S US        -136,964,244            0  -24,812,363
Apple Inc                    AAPL US     -126,148,221            0     -189,098
McGraw-Hill Companies Inc    MHP US      -107,098,592            0   -1,961,872
Informatica Corp             INFA US      -74,195,058            0   -2,128,983
Seagate Technology           STX US       -52,401,596            0   -1,692,558
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Walt Disney Co/The           DIS US       100,488,983    2,092,638    2,021,799
Equinix Inc                  EQIX US       89,084,651    1,090,449      431,551
Ctrip.com International-ADR  CTRP US       76,663,177    4,306,901    3,066,901
eBay Inc                     EBAY US       30,268,447    1,438,730      547,610
Jinkosolar Holding Co-ADR    JKS US         1,249,891      278,384      152,032
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Facebook Inc-A               FB US       -119,478,842      532,312   -5,637,994
Expedia Inc                  EXPE US     -114,487,814      990,121   -2,041,014
Priceline.com Inc            PCLN US      -71,090,560       28,400     -114,895
CBS Corp-Class B Non Voting  CBS US       -60,889,984      506,405   -1,700,000
MetroPCS Communications Inc  PCS US       -51,583,237    1,432,700   -4,188,502
 
 
SOURCE: SEC 13F-HR 
FILER: JAT Capital Management LP 
QUARTER ENDED: 12/31/2012 
SEC RECEIVED: 02/14/2013 

To contact the reporter on this story: Julie Sinatra in Princeton at jshuwall@bloomberg.net.

To contact the editor responsible for this story: Rodney Yap at ryap@bloomberg.net.


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