J&P as of Sept. 30, 2015
Portfolio Holdings for J&P
J&P holds 19 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 50.4 | $242M | 975k | 248.40 | |
| Cheetah Mobile | 15.8 | $76M | 5.3M | 14.46 | |
| Facebook Inc cl a (META) | 11.4 | $55M | 608k | 89.90 | |
| EXACT Sciences Corporation (EXAS) | 6.9 | $33M | 1.8M | 17.99 | |
| Dex (DXCM) | 4.0 | $19M | 226k | 85.86 | |
| Solarcity | 2.2 | $11M | 251k | 42.71 | |
| Jd (JD) | 2.2 | $11M | 401k | 26.06 | |
| Yelp Inc cl a (YELP) | 2.0 | $9.7M | 449k | 21.66 | |
| First Trust Amex Biotech Index Fnd (FBT) | 1.7 | $8.0M | 79k | 101.32 | |
| Regeneron Pharmaceuticals (REGN) | 1.6 | $7.7M | 17k | 465.12 | |
| TAL Education (TAL) | 1.5 | $7.4M | 230k | 32.15 | |
| Rio Tinto (RIO) | 0.1 | $262k | 7.8k | 33.79 | |
| Neuralstem | 0.1 | $246k | 201k | 1.22 | |
| Zs Pharma | 0.1 | $238k | 3.6k | 65.56 | |
| Portola Pharmaceuticals | 0.0 | $183k | 4.3k | 42.56 | |
| Tesla Motors Inc bond | 0.0 | $180k | 200k | 0.90 | |
| Pacira Pharmaceuticals (PCRX) | 0.0 | $81k | 2.0k | 41.12 | |
| Relypsa | 0.0 | $85k | 4.6k | 18.48 | |
| Celladon | 0.0 | $8.0k | 7.2k | 1.11 |
