J&P as of March 31, 2015
Portfolio Holdings for J&P
J&P holds 25 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 26.5 | $188M | 995k | 188.77 | |
| Facebook Inc cl a (META) | 15.1 | $107M | 1.3M | 82.22 | |
| Cheetah Mobile | 14.6 | $104M | 6.1M | 17.09 | |
| Yelp Inc cl a (YELP) | 13.2 | $94M | 2.0M | 47.35 | |
| EXACT Sciences Corporation (EXAS) | 9.6 | $68M | 3.1M | 22.02 | |
| Baidu (BIDU) | 6.0 | $43M | 206k | 208.40 | |
| Dex (DXCM) | 2.8 | $20M | 320k | 62.34 | |
| Gilead Sciences (GILD) | 2.7 | $19M | 197k | 98.13 | |
| Solarcity | 2.5 | $18M | 351k | 51.28 | |
| TAL Education (TAL) | 1.6 | $11M | 331k | 33.22 | |
| First Trust Amex Biotech Index Fnd (FBT) | 1.3 | $9.3M | 79k | 118.22 | |
| Regeneron Pharmaceuticals (REGN) | 1.2 | $8.3M | 18k | 451.48 | |
| Qiwi (QIWI) | 1.2 | $8.3M | 345k | 24.02 | |
| leju Holdings | 0.9 | $6.5M | 818k | 7.96 | |
| Autohome Inc- (ATHM) | 0.1 | $1.0M | 23k | 43.97 | |
| Yelp Inc cmn | 0.1 | $984k | 11k | 93.03 | |
| Neuralstem | 0.1 | $946k | 498k | 1.90 | |
| Cellular Dynamics Internatio | 0.1 | $916k | 56k | 16.43 | |
| Rio Tinto (RIO) | 0.1 | $321k | 7.8k | 41.40 | |
| Pacira Pharmaceuticals (PCRX) | 0.0 | $175k | 2.0k | 88.83 | |
| Portola Pharmaceuticals | 0.0 | $163k | 4.3k | 37.91 | |
| Relypsa | 0.0 | $166k | 4.6k | 36.09 | |
| Tesla Motors Inc bond | 0.0 | $169k | 2.0k | 84.50 | |
| Zs Pharma | 0.0 | $153k | 3.6k | 42.15 | |
| Cheetah Mobile | 0.0 | $131k | 4.7k | 28.15 |
