JGP Global Gestao de Recursos

JGP Global Gestao de Recursos as of March 31, 2021

Portfolio Holdings for JGP Global Gestao de Recursos

JGP Global Gestao de Recursos holds 49 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Stoneco Ltd-a Common Stock (STNE) 33.3 $72M 1.2M 61.22
Mercadolibre Common Stock (MELI) 17.3 $37M 25k 1472.14
Xp Inc - Class A Common Stock (XP) 13.9 $30M 795k 37.67
Pagseguro Digital Ltd-cl A Common Stock (PAGS) 6.5 $14M 302k 46.30
Myt Netherlands Parent Bv Adr (MYTE) 5.2 $11M 400k 28.26
Arco Platform Ltd - Class A Common Stock 3.1 $6.8M 268k 25.34
Facebook Inc-a Common Stock (META) 3.1 $6.6M 22k 294.55
Visa Inc-class A Shares Common Stock (V) 2.0 $4.2M 20k 211.75
Oi Sa- Adr (OIBZQ) 1.8 $3.8M 2.3M 1.66
Alphabet Inc-cl C Common Stock (GOOG) 1.6 $3.5M 1.7k 2068.57
Elanco Animal Health Common Stock (ELAN) 1.2 $2.5M 87k 29.45
Seagen Common Stock 1.2 $2.5M 18k 138.85
Pretium Resources Common Stock 1.0 $2.1M 200k 10.37
Beigene Ltd- Adr (BGNE) 0.8 $1.8M 5.1k 348.00
Petroleo Brasileiro S.a.- Adr (PBR) 0.7 $1.5M 172k 8.48
Unitedhealth Group Common Stock (UNH) 0.6 $1.2M 3.3k 372.21
Incyte Corp Common Stock (INCY) 0.5 $1.1M 14k 81.30
Itau Unibanco Hldng-pref Adr (ITUB) 0.5 $1.0M 203k 4.96
Wells Fargo & Co Common Stock (WFC) 0.4 $810k 21k 39.05
Alexion Pharmaceuticals Common Stock 0.3 $752k 4.9k 152.97
Intuitive Surgical Common Stock (ISRG) 0.3 $750k 1.0k 738.92
Kodiak Sciences Common Stock (KOD) 0.3 $628k 5.5k 113.38
Merck & Co Common Stock (MRK) 0.3 $563k 7.3k 77.04
Vertex Pharmaceuticals Common Stock (VRTX) 0.2 $495k 2.3k 214.94
Danaher Corp Common Stock (DHR) 0.2 $493k 2.2k 225.01
Eli Lilly & Co Common Stock (LLY) 0.2 $466k 2.5k 186.85
Stryker Corp Common Stock (SYK) 0.2 $451k 1.9k 243.78
Acadia Pharmaceuticals Common Stock (ACAD) 0.2 $451k 18k 25.81
Amazon.com Common Stock (AMZN) 0.2 $449k 145.00 3096.55
Becton Dickinson And Common Stock (BDX) 0.2 $448k 1.8k 243.35
Cigna Corp Common Stock (CI) 0.2 $381k 1.6k 241.90
Humana Common Stock (HUM) 0.2 $378k 901.00 419.53
Argenx Se - Adr (ARGX) 0.2 $369k 1.3k 275.58
Amgen Common Stock (AMGN) 0.2 $354k 1.4k 248.77
Agilent Technologies Common Stock (A) 0.2 $350k 2.7k 127.32
Centene Corp Common Stock (CNC) 0.2 $341k 5.3k 63.82
Walt Disney Co/the Common Stock (DIS) 0.2 $332k 1.8k 184.44
Expedia Common Stock (EXPE) 0.2 $327k 1.9k 172.11
Abbvie Common Stock (ABBV) 0.1 $317k 2.9k 108.38
Astrazeneca Plc-spons Adr (AZN) 0.1 $309k 6.2k 49.72
Ascendis Pharma - Adr (ASND) 0.1 $300k 2.3k 128.70
Hca Holdings Common Stock (HCA) 0.1 $294k 1.6k 188.22
Exact Sciences Corp Common Stock (EXAS) 0.1 $293k 2.2k 131.80
Regeneron Pharmaceuticals Common Stock (REGN) 0.1 $290k 613.00 473.08
Anthem Common Stock (ELV) 0.1 $261k 726.00 359.50
Hologic Common Stock (HOLX) 0.1 $252k 3.4k 74.49
Biomarin Pharmaceutical Common Stock (BMRN) 0.1 $235k 3.1k 75.59
Acceleron Pharma Common Stock 0.1 $234k 1.7k 135.65
Amarin Corp Plc - Adr (AMRN) 0.0 $77k 12k 6.22