JGP Global Gestao de Recursos

JGP Global Gestao de Recursos as of June 30, 2020

Portfolio Holdings for JGP Global Gestao de Recursos

JGP Global Gestao de Recursos holds 60 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vale Sa-sp Adr (VALE) 25.5 $43M 4.2M 10.31
Mercadolibre Common Stock (MELI) 20.5 $35M 35k 985.78
Alphabet Inc-cl C Common Stock (GOOG) 12.5 $21M 15k 1413.60
Ishares Nasdaq Biotechnology Etp (IBB) 8.9 $15M 110k 136.69
Arco Platform Ltd - Class A Common Stock 8.6 $15M 333k 43.48
Xp Inc - Class A Common Stock (XP) 3.2 $5.4M 128k 42.01
Seattle Genetics Common Stock 2.4 $4.0M 24k 169.90
Oi Sa- Adr (OIBZQ) 1.7 $2.9M 2.8M 1.05
Jpmorgan Chase & Co Common Stock (JPM) 1.1 $1.9M 20k 94.05
Incyte Corp Common Stock (INCY) 1.0 $1.8M 17k 103.94
Vertex Pharmaceuticals Common Stock (VRTX) 0.8 $1.4M 4.8k 290.25
Unitedhealth Group Common Stock (UNH) 0.8 $1.4M 4.7k 294.85
Intuitive Surgical Common Stock (ISRG) 0.7 $1.2M 2.1k 569.93
Acadia Pharmaceuticals Common Stock (ACAD) 0.7 $1.1M 23k 48.45
Beigene Ltd- Adr (BGNE) 0.6 $1.0M 5.6k 188.47
Thermo Fisher Scientific Common Stock (TMO) 0.6 $1.0M 2.9k 362.28
Becton Dickinson And Common Stock (BDX) 0.6 $985k 4.1k 239.19
Paypal Holdings Common Stock (PYPL) 0.5 $788k 4.5k 174.14
Alexion Pharmaceuticals Common Stock 0.4 $728k 6.5k 112.24
Amazon.com Common Stock (AMZN) 0.4 $703k 255.00 2756.86
Biomarin Pharmaceutical Common Stock (BMRN) 0.4 $657k 5.3k 123.36
Danaher Corp Common Stock (DHR) 0.4 $635k 3.6k 176.73
Regeneron Pharmaceuticals Common Stock (REGN) 0.4 $592k 950.00 623.16
Stryker Corp Common Stock (SYK) 0.3 $583k 3.2k 180.27
Amgen Common Stock (AMGN) 0.3 $574k 2.4k 236.02
Ascendis Pharma - Adr (ASND) 0.3 $544k 3.7k 148.03
Abbvie Common Stock (ABBV) 0.3 $490k 5.0k 98.20
Dexcom Common Stock (DXCM) 0.3 $489k 1.2k 405.47
Centene Corp Common Stock (CNC) 0.3 $472k 7.4k 63.59
Agilent Technologies Common Stock (A) 0.3 $444k 5.0k 88.43
Cigna Corp Common Stock (CI) 0.3 $442k 2.4k 187.53
Argenx Se - Adr (ARGX) 0.3 $436k 1.9k 225.32
Humana Common Stock (HUM) 0.2 $409k 1.1k 387.31
Bristol-myers Squibb Common Stock (BMY) 0.2 $401k 6.8k 58.76
Astrazeneca Plc-spons Adr (AZN) 0.2 $396k 7.5k 52.93
Neurocrine Biosciences Common Stock (NBIX) 0.2 $372k 3.0k 122.09
Quidel Corp Common Stock 0.2 $363k 1.6k 223.52
Anthem Common Stock (ELV) 0.2 $352k 1.3k 263.08
Merck & Co Common Stock (MRK) 0.2 $342k 4.4k 77.24
Coca-cola Co/the Common Stock (KO) 0.2 $328k 7.4k 44.63
Hca Holdings Common Stock (HCA) 0.2 $327k 3.4k 96.95
Transunion Common Stock (TRU) 0.2 $326k 3.7k 87.05
Hologic Common Stock (HOLX) 0.2 $324k 5.7k 57.06
Eli Lilly & Co Common Stock (LLY) 0.2 $318k 1.9k 164.34
Mastercard Inc-class A Common Stock (MA) 0.2 $296k 1.0k 296.00
Exact Sciences Corp Common Stock (EXAS) 0.2 $296k 3.4k 86.80
Sarepta Therapeutics Common Stock (SRPT) 0.2 $279k 1.7k 160.07
Mirati Therapeutics Common Stock 0.2 $275k 2.4k 114.25
West Pharmaceutical Services Common Stock (WST) 0.2 $270k 1.2k 227.27
Berkshire Hathaway Inc-cl B Common Stock (BRK.B) 0.2 $268k 1.5k 178.67
Visa Inc-class A Shares Common Stock (V) 0.2 $262k 1.4k 193.36
Alphabet Inc-cl A Common Stock (GOOGL) 0.1 $234k 165.00 1418.18
Teleflex Common Stock (TFX) 0.1 $224k 616.00 363.64
Home Depot Common Stock (HD) 0.1 $224k 895.00 250.28
Alnylam Pharmaceuticals Common Stock (ALNY) 0.1 $224k 1.5k 148.05
Charter Communications Inc-a Common Stock (CHTR) 0.1 $219k 430.00 509.30
Kodiak Sciences Common Stock (KOD) 0.1 $210k 3.9k 54.01
Molina Healthcare Common Stock (MOH) 0.1 $206k 1.2k 178.20
Amarin Corp Plc - Adr (AMRN) 0.1 $150k 22k 6.94
Oi Sa-adr/q Adr (OIBRQ) 0.0 $4.0k 17k 0.24