CIK: 0001756777
Total reported value
$20.8M
Reporting period: 2020-09-30 · Number of holdings: 28
JDC-JSC L.P. disclosed 28 holdings in its latest 13F filing for the period ending 2020-09-30, with total reported value of $20.8M and a quarterly turnover rate of 146.0%.
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Jdc-jsc L.p.'s disclosed holdings carry a Herfindahl concentration index of 0.062 — mathematically equivalent to about 16 equally-sized positions, well below its 28 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.88), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Add G0177J108
-97.9% $2.3M
Add GOOGL
+6.1% $225.0K
Add MSFT
+5.9% $163.0K
Add AAPL
+637.5% $783.0K
Add ASML
+59.1% $482.0K
Add T
+54.2% $329.0K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 12.31% | +8.49% | +6.06% | |
| 2 | ✓ | Stock-Other | 11.34% | +11.20% | -97.86% | ||
| 3 | MSFT | Microsoft CORP | Stock-Tech | 9.09% | +6.26% | +5.88% | |
| 4 | AAPL | Apple INC | Stock-Tech | 6.56% | +5.61% | +637.50% | |
| 5 | ASML | ASML Holding N.V. | Stock-Tech | 6.20% | +4.88% | +59.09% | |
| 6 | GS | Goldman Sachs Group INC | Stock-Financials | 5.30% | +3.36% | -8.33% | |
| 7 | T | At&t INC | Stock-Comm Services | 5.06% | +3.87% | +54.17% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.70% | +3.52% | +14.09% | |
| 9 | WMT | Walmart INC | Stock-Consumer Staples | 4.70% | +4.70% | NEW | |
| 10 | TDOC | Teladoc Health INC | Stock-Healthcare | 3.79% | +3.79% | NEW | |
| 11 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 3.23% | +2.21% | +20.00% | |
| 12 | SIVBEUR | Svb Financial Group | Stock-Other | 3.06% | +2.29% | +20.45% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.90% | +2.90% | NEW | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 2.63% | +1.35% | -30.77% | |
| 15 | MRNA | Moderna INC | Stock-Healthcare | 2.41% | +2.41% | NEW | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 2.08% | +2.08% | NEW | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.94% | +1.02% | -30.00% | |
| 18 | WFC | Wells Fargo & Co | Stock-Financials | 1.80% | +1.31% | +37.93% | |
| 19 | AMD | Advanced Micro Devices | Stock-Tech | 1.77% | +1.77% | NEW | |
| 20 | RPRX | Royalty Pharma plc | Stock-Healthcare | 1.72% | +1.72% | NEW | |
| 21 | MU | Micron Technology INC | Stock-Tech | 1.71% | +1.71% | NEW | |
| 22 | C | Citigroup INC | Stock-Financials | 1.49% | +0.66% | -28.00% | |
| 23 | RKT | Rocket Cos Inc-class A | Stock-Financials | 0.86% | +0.86% | NEW | |
| 24 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.84% | -1.34% | -90.32% | |
| 25 | RXT | Rackspace Technology INC | Stock-Other | 0.74% | +0.74% | NEW | |
| 26 | ZM | Zoom Communications INC | Stock-Tech | 0.68% | -0.19% | -85.71% | |
| 27 | WORK | Slack Technologies Inc- Cl A | Stock-Other | 0.64% | +0.64% | NEW | |
| 28 | SAN | Banco Santander Sa-spon Adr | Stock-Financials | 0.45% | +0.45% | NEW |
Not enough priced holdings yet to compute performance
Jdc-jsc L.p.'s most significant position changes for 2020-09-30: Sold out: Spdr S&p 500 ETF Tr; Sold out: Amazon.com INC (AMZN); Sold out: Meta Platforms Inc-class A (META); New buy: Walmart INC (WMT); New buy: Teladoc Health INC (TDOC).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +11.2% | -97.86% | Trim | |
| 2 | GOOGL | Alphabet Inc-cl A | +8.5% | +6.06% | Add |
| 3 | MSFT | Microsoft CORP | +6.3% | +5.88% | Add |
| 4 | AAPL | Apple INC | +5.6% | +637.50% | Add |
| 5 | ASML | ASML Holding N.V. | +4.9% | +59.09% | Add |
| 6 | T | At&t INC | +3.9% | +54.17% | Add |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +3.5% | +14.09% | Add |
| 8 | GS | Goldman Sachs Group INC | +3.4% | -8.33% | Trim |
| 9 | SIVBEUR | Svb Financial Group | +2.3% | +20.45% | Add |
| 10 | REGN | Regeneron Pharmaceuticals | +2.2% | +20.00% | Add |
| 11 | IBM | Intl Business Machines CORP | +1.4% | -30.77% | Trim |
| 12 | WFC | Wells Fargo & Co | +1.3% | +37.93% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +1% | -30.00% | Trim |
| 14 | C | Citigroup INC | +0.7% | -28.00% | Trim |
| 15 | ZM | Zoom Communications INC | -0.2% | -85.71% | Trim |
| 16 | BABA | Alibaba Group Holding-sp Adr | -1.3% | -90.32% | Trim |
| 17 | ✓ | Spdr S&p 500 ETF Tr | — | EXIT | Sold out |
| 18 | AMZN | Amazon.com INC | — | EXIT | Sold out |
| 19 | META | Meta Platforms Inc-class A | — | EXIT | Sold out |
| 20 | WMT | Walmart INC | — | NEW | New buy |
| 21 | TDOC | Teladoc Health INC | — | NEW | New buy |
| 22 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 23 | HON | Honeywell International INC | — | EXIT | Sold out |
| 24 | MRNA | Moderna INC | — | NEW | New buy |
| 25 | KO | Coca-cola Co/the | — | EXIT | Sold out |
| 26 | NVDA | Nvidia CORP | — | NEW | New buy |
| 27 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 28 | RPRX | Royalty Pharma plc | — | NEW | New buy |
| 29 | MU | Micron Technology INC | — | NEW | New buy |
| 30 | CSCO | Cisco Systems INC | — | EXIT | Sold out |
| 31 | RKT | Rocket Cos Inc-class A | — | NEW | New buy |
| 32 | RXT | Rackspace Technology INC | — | NEW | New buy |
| 33 | WORK | Slack Technologies Inc- Cl A | — | NEW | New buy |
| 34 | SAN | Banco Santander Sa-spon Adr | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2020-09-30 | 2020-11-03 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-03 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-08 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-12 | 13F-HR | View on EDGAR |
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