JAT Capital Shows New Stakes in CarMax (KMX), Dollar General (DG); Raises Baidu.com (BIDU)

November 14, 2011 5:31 PM EST
JAT Capital released its 13F for the quarter ended September 30, 2011. Below is a summary.

New Stakes
CarMax, Inc. (NYSE: KMX) new 3,852,898 share position
CBS (NYSE: CBS) new 1,884,090 share position
Deckers Outdoor Corp (NASDAQ: DECK) new 679,720 share position
Dollar General (NYSE: DG) new 2,003,726 share position
LDK Solar (NYSE: LDK) (PUT) new 7,836 share position
Liberty Global, Inc. Class A (NASDAQ: LBTYA) new 2,162,952 share position
Meritor (NYSE: MTOR) new 3,034,011 share position
NetFlix, Inc. (NASDAQ: NFLX) (CALL) new 1,400,000 share position
Research In Motion Ltd (NASDAQ: RIMM) new 846,174 share position
Salesforce.com, Inc. (NYSE: CRM) new 451,127 share position
Smithfield Foods, Inc. (NYSE: SFD) new 1,390,050 share position
SodaStream International Ltd (NASDAQ: SODA) new 635,775 share position
TRAVELZOO, Inc. (NASDAQ: TZOO) (PUT) new 560,200 share position
Ulta Salon, Cosmetics & Fragrance, Inc. (NASDAQ: ULTA) new 588,981 share position
United Rentals, Inc. (NYSE: URI) new 718,800 share position

Raised Stakes
Baidu.com SP ADR (NASDAQ: BIDU) raised from 1,496,688 shares to 3,350,256 shares
Electronic Arts, Inc. (NASDAQ: ERTS) raised from 3,026,702 shares to 6,583,138 shares
Fusion-io (NYSE: FIO) raised from 114,800 shares to 589,800 shares
Home Inns & Hotels Management, Inc. (NASDAQ: HMIN) raised from 143,007 shares to 233,007 shares
Las Vegas Sands (NYSE: LVS) raised from 696,237 shares to 4,472,295 shares
Lear Corp. (NYSE: LEA) raised from 828,193 shares to 2,853,156 shares
lululemon athletica, Inc. (NASDAQ: LULU) raised from 394,123 shares to 524,952 shares
Molycorp (NYSE: MCP) raised from 1,552,425 shares to 5,067,129 shares *
NetFlix, Inc. (NASDAQ: NFLX) raised from 467,812 shares to 2,617,691 shares *
OPEN TABLE, Inc. (NASDAQ: OPEN) raised from 896,772 shares to 2,126,878 shares
Priceline.com, Inc. (NASDAQ: PCLN) raised from 411,811 shares to 526,623 shares
Qualcomm, Inc. (NASDAQ: QCOM) raised from 552,417 shares to 1,901,848 shares
Riverbed Technology, Inc. (NASDAQ: RVBD) raised from 1,627,838 shares to 2,716,553 shares
Sina Corp (NASDAQ: SINA) raised from 2,125,735 shares to 2,223,704 shares
Sirius XM Radio, Inc. (NASDAQ: SIRI) raised from 27,657,635 shares to 30,542,582 shares
Trinity Industries, Inc. (NYSE: TRN) raised from 745,368 shares to 2,321,295 shares
Zipcar, Inc. (NASDAQ: ZIP) raised from 70,000 shares to 388,687 shares

Lowered Stakes
Green Mountain Coffee Roasters (NASDAQ: GMCR) lowered from 865,266 shares to 833,515 shares
JinkoSolar Holding Co ADS (NYSE: JKS) lowered from 45,000 shares to 1,426 shares
LDK Solar (NYSE: LDK) lowered from 35,000 shares to 94 shares
Sina Corp (NASDAQ: SINA) (CALL) lowered from 3,417,000 shares to 3,387,000 shares
TRAVELZOO, Inc. (NASDAQ: TZOO) lowered from 250,000 shares to 96,990 shares
VeriFone Systems (NYSE: PAY) lowered from 1,841,733 shares to 1,430,140 shares
Wynn Resorts Ltd (NASDAQ: WYNN) lowered from 898,834 shares to 316,654 shares
Youku.com (NYSE: YOKU) lowered from 2,754,463 shares to 35,720 shares

Liquidated Stakes
Acme Packet, Inc. (NASDAQ: APKT) liquidated
Alcatel-Lucent ADS (NYSE: ALU) liquidated
American Tower Corp. Cl A (NYSE: AMT) liquidated
AsiaInfo-Linkage, Inc. (NASDAQ: ASIA) liquidated
Cablevision Systems Corp. (NYSE: CVC) liquidated
CLEARWIRE CORPORATION CLASS A (NASDAQ: CLWR) liquidated
E-Commerce China Dangdang (NYSE: DANG) liquidated
Family Dollar Stores, Inc. (NYSE: FDO) liquidated
GATX Corp. (NYSE: GMT) liquidated
General Cable Corp. (NYSE: BGC) liquidated
Hasbro, Inc. (NASDAQ: HAS) liquidated
Imax Corp (NASDAQ: MAX) liquidated
Liberty Media Holding Corporation Capital Common Series A (NASDAQ: LCAPA) liquidated
Qihoo 360 Technology (NYSE: QIHU) liquidated
Renren (NYSE: RENN) liquidated
Sandisk Corp (NASDAQ: SNDK) liquidated
Sears Holding Corporation (NASDAQ: SHLD) liquidated
Synaptics, Inc. (NASDAQ: SYNA) liquidated
Transocean (NYSE: RIG) liquidated
VistaPrint NV (NASDAQ: VPRT) liquidated
Wright Express Corp. (NYSE: WXS) liquidated

Maintained Stakes
Imax Corp. (NASDAQ: IMAX) maintained 2,979,280 share stake
Imax Corp. (NASDAQ: IMAX) maintained 2,979,280 share stake

* Since the original filing these positions have been updated further.


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