JDC-JSC L.P.

CIK

1756777

Location

NEW YORK, NY

Portfolio Value

Micro $13,907,284

Diversification

Diversified

Filing Date

Global Rank

#4,940 / 5,291 ▲ 26 · as of Sep 2020

Top Industry

Software - Infrastructure 14.7%

3Y Alpha vs SPY

+10.2%

Period ended 5 years ago

Filed Nov 3, 2020 · 5y

3 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+127.5%

SPY

+76.0%

Annualised alpha

+10.8%

Max drawdown

−19.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

25 positions · as of Sep 30, 2020 · Δ vs Jun 30, 2020

Top Position

13.6%

−0.5 pts

Top 5

47.7%

−2.8 pts

Top 10

72.1%

−4.6 pts

HHI

669

Diversified−91

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2020

Sector	% Portfolio	Value	Positions
Technology	43.9%	$6,107,437	9
Financial Services	24.8%	$3,447,615	7
Healthcare	16.7%	$2,320,920	4
Consumer Defensive	6.7%	$929,956	2
Communication Services	6.7%	$924,968	2
Consumer Cyclical	1.3%	$176,388	1

Last Quarter's Activity

Export CSV

Sep 30, 2020 vs Jun 30, 2020

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	+13,000	37,000	$796,728
AAPL	Apple Inc.	+10,200	11,800	$1,366,558
WFC	Wells Fargo & Company/Mn	+4,400	16,000	$376,160
ASML	Asml Holding NV	+1,300	3,500	$1,292,445
BRK-B	Berkshire Hathaway Inc	+568	4,600	$979,524
MSFT	Microsoft Corp	+500	9,000	$1,892,970
REGN	Regeneron Pharmaceuticals, Inc.	+200	1,200	$671,736
GOOGL	Alphabet Inc.	+100	1,750	$128,240
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
BABA	Alibaba Group Holding Ltd	−5,600	600	$176,388
C	Citigroup Inc	−2,800	7,200	$310,392
IBM	International Business Machines Corp	−2,000	4,500	$523,436
JPM	Jpmorgan Chase & Co	−1,800	4,200	$404,334
ZM	Zoom Communications, Inc.	−1,800	300	$141,033
GS	Goldman Sachs Group Inc	−500	5,500	$1,105,335
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
TDOC	Teladoc Health, Inc.	3,600	$789,264
COST	Costco Wholesale Corp /New	1,700	$603,500
MRNA	Moderna, Inc.	7,100	$502,325
AMD	Advanced Micro Devices Inc	4,500	$368,955
RPRX	Royalty Pharma plc	8,500	$357,595
MU	Micron Technology Inc	7,600	$356,896
WMT	Walmart Inc.	7,000	$326,456
RKT	Rocket Companies, Inc.	9,000	$179,370
RXT	Rackspace Technology, Inc.	8,000	$154,320
SAN	Banco Santander, S.A.	50,000	$92,500
NVDA	Nvidia Corp	800	$10,824
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
META	Meta Platforms, Inc.	5,000	$1,135,350
HON	Honeywell International Inc	3,500	$500,230
KO	Coca Cola Co	10,800	$482,544
CSCO	Cisco Systems, Inc.	4,000	$186,560
AMZN	Amazon Com Inc	600	$82,764
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

25 positions · $13,907,284 total · as of Sep 30, 2020

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	9,000	+500	$1,892,970	+9.4%	13.61%
AAPL	Apple Inc. Technology	Added	11,800	+10,200	$1,366,558	+836.5%	9.83%
ASML	Asml Holding NV Technology	Added	3,500	+1,300	$1,292,445	+59.6%	9.29%
GS	Goldman Sachs Group Inc Financial Services	Reduced	5,500	-500	$1,105,335	−6.8%	7.95%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,600	+568	$979,524	+36.1%	7.04%
T	At&T Inc. Communication Services	Added	37,000	+13,000	$796,728	+45.4%	5.73%
TDOC	Teladoc Health, Inc. Healthcare	NEW	3,600	NEW	$789,264	NEW	5.68%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Added	1,200	+200	$671,736	+7.7%	4.83%
COST	Costco Wholesale Corp /New Consumer Defensive	NEW	1,700	NEW	$603,500	NEW	4.34%
IBM	International Business Machines Corp Technology	Reduced	4,500	-2,000	$523,436	−30.3%	3.76%
MRNA	Moderna, Inc. Healthcare	NEW	7,100	NEW	$502,325	NEW	3.61%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,200	-1,800	$404,334	−28.4%	2.91%
WFC	Wells Fargo & Company/Mn Financial Services	Added	16,000	+4,400	$376,160	+26.7%	2.70%
AMD	Advanced Micro Devices Inc Technology	NEW	4,500	NEW	$368,955	NEW	2.65%
RPRX	Royalty Pharma plc Healthcare	NEW	8,500	NEW	$357,595	NEW	2.57%
MU	Micron Technology Inc Technology	NEW	7,600	NEW	$356,896	NEW	2.57%
WMT	Walmart Inc. Consumer Defensive	NEW	7,000	NEW	$326,456	NEW	2.35%
C	Citigroup Inc Financial Services	Reduced	7,200	-2,800	$310,392	−39.3%	2.23%
RKT	Rocket Companies, Inc. Financial Services	NEW	9,000	NEW	$179,370	NEW	1.29%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Reduced	600	-5,600	$176,388	−86.8%	1.27%
RXT	Rackspace Technology, Inc. Technology	NEW	8,000	NEW	$154,320	NEW	1.11%
ZM	Zoom Communications, Inc. Technology	Reduced	300	-1,800	$141,033	−73.5%	1.01%
GOOGL	Alphabet Inc. Communication Services	Added	1,750	+100	$128,240	+9.6%	0.92%
SAN	Banco Santander, S.A. Financial Services	NEW	50,000	NEW	$92,500	NEW	0.67%
NVDA	Nvidia Corp Technology	NEW	800	NEW	$10,824	NEW	0.08%