J&P as of June 30, 2015
Portfolio Holdings for J&P
J&P holds 23 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 36.4 | $264M | 985k | 268.26 | |
| Cheetah Mobile | 20.7 | $150M | 5.2M | 28.71 | |
| EXACT Sciences Corporation (EXAS) | 11.3 | $82M | 2.8M | 29.74 | |
| Yelp Inc cl a (YELP) | 11.3 | $82M | 1.9M | 43.03 | |
| Facebook Inc cl a (META) | 10.1 | $73M | 856k | 85.76 | |
| Dex (DXCM) | 2.9 | $21M | 261k | 79.98 | |
| Solarcity | 2.6 | $19M | 351k | 53.55 | |
| First Trust Amex Biotech Index Fnd (FBT) | 1.3 | $9.7M | 79k | 124.02 | |
| Regeneron Pharmaceuticals (REGN) | 1.3 | $9.3M | 18k | 510.11 | |
| Qiwi (QIWI) | 0.9 | $6.7M | 238k | 28.05 | |
| Bitauto Hldg | 0.4 | $2.9M | 57k | 51.06 | |
| Jumei Intl Hldg Ltd Sponsored | 0.2 | $1.8M | 78k | 22.84 | |
| Autohome Inc- (ATHM) | 0.2 | $1.2M | 23k | 50.56 | |
| Neuralstem | 0.1 | $966k | 498k | 1.94 | |
| Rio Tinto (RIO) | 0.0 | $320k | 7.8k | 41.27 | |
| Yelp Inc cmn | 0.0 | $276k | 11k | 26.09 | |
| Portola Pharmaceuticals | 0.0 | $196k | 4.3k | 45.58 | |
| Tesla Motors Inc bond | 0.0 | $196k | 200k | 0.98 | |
| Zs Pharma | 0.0 | $190k | 3.6k | 52.34 | |
| Pacira Pharmaceuticals (PCRX) | 0.0 | $139k | 2.0k | 70.56 | |
| Relypsa | 0.0 | $152k | 4.6k | 33.04 | |
| Celladon | 0.0 | $9.0k | 7.2k | 1.25 | |
| Jd (JD) | 0.0 | $34k | 1.0k | 34.00 |
