JGP Global Gestao de Recursos as of Sept. 30, 2018
Portfolio Holdings for JGP Global Gestao de Recursos
JGP Global Gestao de Recursos holds 22 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kraft Heinz (KHC) | 26.3 | $16M | 280k | 55.52 | |
| Petroleo Brasileiro SA (PBR) | 20.3 | $12M | 872k | 13.75 | |
| iShares MSCI Brazil Index (EWZ) | 10.8 | $6.4M | 175k | 36.40 | |
| Oi Sa - (OIBZQ) | 9.5 | $5.6M | 2.1M | 2.73 | |
| Anheuser-Busch InBev NV (BUD) | 9.1 | $5.4M | 61k | 87.57 | |
| Berkshire Hathaway (BRK.B) | 4.0 | $2.4M | 11k | 214.11 | |
| iShares MSCI Emerging Markets Indx (EEM) | 3.6 | $2.1M | 50k | 42.92 | |
| Seattle Genetics | 3.0 | $1.8M | 23k | 77.13 | |
| BioMarin Pharmaceutical (BMRN) | 2.8 | $1.6M | 17k | 96.95 | |
| Incyte Corporation (INCY) | 2.3 | $1.3M | 20k | 69.10 | |
| Technipfmc (FTI) | 1.6 | $923k | 30k | 31.24 | |
| Bristol Myers Squibb (BMY) | 1.2 | $684k | 11k | 62.06 | |
| Assembly Biosciences | 0.9 | $542k | 15k | 37.11 | |
| Boston Scientific Corporation (BSX) | 0.8 | $496k | 13k | 38.49 | |
| Amicus Therapeutics (FOLD) | 0.7 | $385k | 32k | 12.10 | |
| Exelixis (EXEL) | 0.6 | $323k | 18k | 17.71 | |
| Natera (NTRA) | 0.5 | $309k | 13k | 23.97 | |
| Proqr Thrapeutics N V shs euro (PRQR) | 0.5 | $302k | 16k | 19.34 | |
| ACADIA Pharmaceuticals (ACAD) | 0.5 | $266k | 13k | 20.74 | |
| Dbv Technologies S A (DBVT) | 0.5 | $265k | 12k | 22.48 | |
| Immunomedics | 0.4 | $259k | 12k | 20.87 | |
| BioCryst Pharmaceuticals (BCRX) | 0.3 | $202k | 26k | 7.64 |
