J&P as of Dec. 31, 2014
Portfolio Holdings for J&P
J&P holds 24 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 41.7 | $413M | 1.9M | 222.41 | |
| Yelp Inc cl a (YELP) | 12.1 | $120M | 2.2M | 54.73 | |
| EXACT Sciences Corporation (EXAS) | 8.6 | $85M | 3.1M | 27.44 | |
| Cheetah Mobile | 8.3 | $82M | 5.4M | 15.12 | |
| Facebook Inc cl a (META) | 6.6 | $65M | 834k | 78.02 | |
| Jd (JD) | 5.9 | $58M | 2.5M | 23.14 | |
| Baidu (BIDU) | 4.7 | $47M | 206k | 227.97 | |
| Dex (DXCM) | 2.7 | $27M | 489k | 55.05 | |
| leju Holdings | 2.4 | $24M | 2.2M | 10.76 | |
| Solarcity | 1.9 | $19M | 351k | 53.48 | |
| TAL Education (TAL) | 1.3 | $13M | 449k | 28.09 | |
| Qiwi (QIWI) | 1.1 | $11M | 518k | 20.19 | |
| First Trust Amex Biotech Index Fnd (FBT) | 0.8 | $8.0M | 79k | 102.02 | |
| Regeneron Pharmaceuticals (REGN) | 0.8 | $7.5M | 18k | 410.27 | |
| Yelp Inc cmn | 0.5 | $4.9M | 11k | 465.12 | |
| Neuralstem | 0.1 | $1.3M | 471k | 2.72 | |
| Organovo Holdings | 0.1 | $1.1M | 156k | 7.25 | |
| Cellular Dynamics Internatio | 0.1 | $1.0M | 162k | 6.43 | |
| Foundation Medicine | 0.1 | $850k | 38k | 22.21 | |
| Autohome Inc- (ATHM) | 0.1 | $851k | 23k | 36.37 | |
| China Ming Yang Wind Power | 0.1 | $648k | 296k | 2.19 | |
| Rio Tinto (RIO) | 0.0 | $357k | 7.8k | 46.05 | |
| Tesla Motors Inc bond | 0.0 | $180k | 2.0k | 90.00 | |
| Las Vegas Sands Corp option | 0.0 | $96k | 7.6k | 12.55 |
