JS Capital Management LLC

Portfolio Overview

JS Capital Management LLC reported a total 13F portfolio value of $165.17 million as of 2025-12-31, down 3.7% from $171.58 million on 2025-09-30 (a decline of $6.41 million). The filing shows a single holding (1 security, unchanged since the prior quarter). This is an extremely concentrated portfolio: 100.0% of reported 13F assets are invested in one equity position. The lack of diversification means the fund’s reported performance for the quarter is driven entirely by price...