Ken Palumbo
@Jat Capital Mgmt Lp
Latest period2024 - Q3ReportedManaged Assets$621.43MTotal holdings37
Assets growth rate-19.88%Assets growth rate (2-Q avg)-11.63%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Jat Capital Mgmt Lp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 37 positions.
Assets under management
The assets under management (AUM) of Jat Capital Mgmt Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 621.43M in assets, with a quarterly growth rate of -19.88% and a 2-quarter average growth rate of -11.63%. The portfolio is managed by Ken Palumbo, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
DELLDell Technologies Inc
| 4.05% | $25.131M 212,007 shares@ $118.55 avg price | Increased 371.86% |
MDBMongodb Inc
| 3.76% | $23.337M 86,320 shares@ $270.35 avg price | Increased 53.47% |
BEBloom Energy Corp
| 3.74% | $23.221M 2.199M shares@ $10.56 avg price | Increased 50.04% |
PINSPinterest Inc
| 3.66% | $22.708M 701,500 shares@ $32.37 avg price | Increased 123.41% |
PIImpinj Inc
| 3.04% | $18.837M↓ Put 87,000 shares@ $216.52 avg price | New Position |
METAMeta Platforms Inc
| 2.83% | $17.552M 30,662 shares@ $572.44 avg price | New Position |
CVNACarvana Co
| 2.15% | $13.338M 76,607 shares@ $174.12 avg price | New Position |
CSGPCostar Group Inc
| 2.05% | $12.687M 168,178 shares@ $75.44 avg price | New Position |
APPApplovin Corp
| 2% | $12.402M 95,000 shares@ $130.55 avg price | New Position |
INTUIntuit
| 1.75% | $10.867M 17,500 shares@ $621.0 avg price | New Position |