Jdc-Jsc L.P. 13F 持仓 · 最近申报 2020年Q3
Jdc-Jsc 在 2020年Q3（报告期截至 2020-09-30）的 SEC 13F 申报中报告了 28 只证券，申报市值合计 2,083.50 万美元。前几大持仓：GOOGL（12.31%）、AGN（11.34%）、MSFT（9.09%）。本季前 25 大持仓中：新建仓 10 只、增持 9 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $2.6M | 12.31% | 1,750 | 增持 |
| 2 | AGN | AMAZON COM INC | $2.4M | 11.34% | 750 | 减持 |
| 3 | MSFT | MICROSOFT CORP | $1.9M | 9.09% | 9,000 | 增持 |
| 4 | AAPL | APPLE INC | $1.4M | 6.56% | 11,800 | 增持 |
| 5 | ASML | ASML HOLDING N V | $1.3M | 6.20% | 3,500 | 增持 |
| 6 | GS | GOLDMAN SACHS GROUP INC | $1.1M | 5.30% | 5,500 | 减持 |
| 7 | T | AT&T INC | $1.1M | 5.06% | 37,000 | 增持 |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL | $980,000 | 4.70% | 4,600 | 增持 |
| 9 | WMT | WALMART INC | $979,000 | 4.70% | 7,000 | 新建仓 |
| 10 | TDOC | TELADOC HEALTH INC | $789,000 | 3.79% | 3,600 | 新建仓 |
| 11 | REGN | REGENERON PHARMACEUTICALS | $672,000 | 3.23% | 1,200 | 增持 |
| 12 | SIVB | SVB FINANCIAL GROUP | $638,000 | 3.06% | 2,650 | 增持 |
| 13 | COST | COSTCO WHSL CORP NEW | $604,000 | 2.90% | 1,700 | 新建仓 |
| 14 | IBM | INTERNATIONAL BUSINESS MACHS | $548,000 | 2.63% | 4,500 | 减持 |
| 15 | MRNA | MODERNA INC | $502,000 | 2.41% | 7,100 | 新建仓 |
| 16 | NVDA | NVIDIA CORPORATION | $433,000 | 2.08% | 800 | 新建仓 |
| 17 | JPM | JPMORGAN CHASE & CO | $404,000 | 1.94% | 4,200 | 减持 |
| 18 | WFC | WELLS FARGO CO NEW | $376,000 | 1.80% | 16,000 | 增持 |
| 19 | AMD | ADVANCED MICRO DEVICES INC | $369,000 | 1.77% | 4,500 | 新建仓 |
| 20 | RPRX | ROYALTY PHARMA PLC | $358,000 | 1.72% | 8,500 | 新建仓 |
| 21 | MU | MICRON TECHNOLOGY INC | $357,000 | 1.71% | 7,600 | 新建仓 |
| 22 | C | CITIGROUP INC | $310,000 | 1.49% | 7,200 | 减持 |
| 23 | RKT | ROCKET COS INC | $179,000 | 0.86% | 9,000 | 新建仓 |
| 24 | BABA | ALIBABA GROUP HLDG LTD | $176,000 | 0.84% | 600 | 减持 |
| 25 | RXT | RACKSPACE TECHNOLOGY INC | $154,000 | 0.74% | 8,000 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2020-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR