$15.7 Million is the total value of JDC-JSC L.P.'s 9 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | New | ALPHABET INCcap stk cl a | $5,837,000 | – | 4,358 | +100.0% | 37.15% | – |
| AGN | New | ALLERGAN PLC | $3,121,000 | – | 16,328 | +100.0% | 19.86% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $1,676,000 | – | 7,900 | +100.0% | 10.67% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $1,265,000 | – | 5,500 | +100.0% | 8.05% | – |
| MSFT | New | MICROSOFT CORP | $1,262,000 | – | 8,000 | +100.0% | 8.03% | – |
| FB | New | FACEBOOK INCcl a | $759,000 | – | 3,700 | +100.0% | 4.83% | – |
| MLNX | New | MELLANOX TECHNOLOGIES LTD | $685,000 | – | 5,846 | +100.0% | 4.36% | – |
| T | New | AT&T INC | $645,000 | – | 16,500 | +100.0% | 4.10% | – |
| LOGM | New | LOGMEIN INC | $462,000 | – | 5,383 | +100.0% | 2.94% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ALPHABET INC | 4 | Q3 2020 | 37.2% |
| BANCO SANTANDER S.A. | 4 | Q3 2020 | 19.9% |
| MICROSOFT CORP | 4 | Q3 2020 | 9.1% |
| ALIBABA GROUP HLDG LTD | 4 | Q3 2020 | 10.7% |
| GOLDMAN SACHS GROUP INC | 4 | Q3 2020 | 8.1% |
| AT&T INC | 4 | Q3 2020 | 5.1% |
| APPLE INC | 3 | Q3 2020 | 6.6% |
| BERKSHIRE HATHAWAY INC DEL | 3 | Q3 2020 | 4.7% |
| INTERNATIONAL BUSINESS MACHS | 3 | Q3 2020 | 2.7% |
| JPMORGAN CHASE & CO | 3 | Q3 2020 | 1.9% |
View JDC-JSC L.P.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-11-03 |
| 13F-HR | 2020-08-03 |
| 13F-HR | 2020-05-08 |
| 13F-HR | 2020-02-12 |
View JDC-JSC L.P.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.