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![HedgeMind Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::2272207286.png) HedgeMind [@HedgeMind](/creator/twitter/HedgeMind) on x 75.1K followers
Created: 2025-07-14 20:12:30 UTC

John Thaler’s JAT Capital added XX new positions in Q1.

All but one are in the green — with big gainers like:
$PLTR
$CRDO
$HOOD
$CLS
$AVGO

That’s the kind of fund manager you want to follow — the ones who consistently find winners, not the ones who miss them.

Take a look Jat Portfolio:


![](https://pbs.twimg.com/media/Gv2BC7LakAA0vGZ.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944852524571484387/c:line.svg)

**Related Topics**
[avgo](/topic/avgo)
[hood](/topic/hood)
[pltr](/topic/pltr)
[hedge](/topic/hedge)
[alternative investments](/topic/alternative-investments)
[fund manager](/topic/fund-manager)
[gainers](/topic/gainers)
[positions](/topic/positions)

[Post Link](https://x.com/HedgeMind/status/1944852524571484387)