JGP Global Gestao de Recursos

JGP Global Gestao de Recursos as of Sept. 30, 2023

Portfolio Holdings for JGP Global Gestao de Recursos

JGP Global Gestao de Recursos holds 51 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Xp Inc - Class A Common Stock (XP) 16.5 $26M 1.1M 23.05
Daiichi Sankyo Common Stock (DSKYF) 12.6 $20M 4.8k 4106.00
Mercadolibre Common Stock (MELI) 12.0 $19M 15k 1267.88
Sigma Lithium Corp Common Stock (SGML) 11.4 $18M 557k 32.44
Stoneco Ltd-a Common Stock (STNE) 10.5 $17M 1.6M 10.67
Nu Holdings Ltd/cayman Isl-a Common Stock (NU) 7.2 $11M 1.6M 7.25
Sprott Physical Uranium Trus Closed-End Fund (SRUUF) 5.9 $9.3M 400k 23.18
Lithium Ionic Corp Common Stock (LTHCF) 3.9 $6.1M 3.1M 2.00
Activision Blizzard Common Stock 3.1 $5.0M 53k 93.63
Osisko Mining Common Stock (OBNNF) 3.1 $4.9M 2.0M 2.46
Seagen Common Stock 2.4 $3.7M 18k 212.15
Unitedhealth Group Common Stock (UNH) 1.0 $1.6M 3.1k 504.19
Eli Lilly & Co Common Stock (LLY) 0.8 $1.3M 2.3k 537.13
Genmab A/s Common Stock (GNMSF) 0.6 $978k 390.00 2508.00
Thermo Fisher Scientific Common Stock (TMO) 0.6 $951k 1.9k 506.17
Beigene Ltd- Adr (BGNE) 0.5 $752k 4.2k 179.87
Incyte Corp Common Stock (INCY) 0.5 $720k 13k 57.77
Danaher Corp Common Stock (DHR) 0.4 $702k 2.8k 248.10
Market Vectors Gold Miners Etp (GDX) 0.4 $688k 26k 26.91
Regeneron Pharmaceuticals Common Stock (REGN) 0.4 $674k 819.00 822.96
Astrazeneca Plc-spons Adr (AZN) 0.4 $664k 9.8k 67.72
Merck & Co Common Stock (MRK) 0.4 $638k 6.2k 102.95
Intuitive Surgical Common Stock (ISRG) 0.4 $629k 2.2k 292.29
Argenx Se - Adr (ARGX) 0.4 $627k 1.3k 491.63
Vertex Pharmaceuticals Common Stock (VRTX) 0.3 $521k 1.5k 347.74
Elevance Health Common Stock (ELV) 0.3 $520k 1.2k 435.42
Stryker Corp Common Stock (SYK) 0.3 $495k 1.8k 273.27
Humana Common Stock (HUM) 0.3 $405k 833.00 486.52
Becton Dickinson And Common Stock (BDX) 0.2 $358k 1.4k 258.53
Acadia Pharmaceuticals Common Stock (ACAD) 0.2 $341k 16k 20.84
Alnylam Pharmaceuticals Common Stock (ALNY) 0.2 $329k 1.9k 177.10
Abbvie Common Stock (ABBV) 0.2 $309k 2.1k 149.06
Molina Healthcare Common Stock (MOH) 0.2 $299k 913.00 327.89
Agilent Technologies Common Stock (A) 0.2 $296k 2.7k 111.82
Pfizer Common Stock (PFE) 0.2 $285k 8.6k 33.17
Centene Corp Common Stock (CNC) 0.2 $275k 4.0k 68.88
Jacobs Solutions Common Stock (J) 0.2 $271k 2.0k 136.50
Ubs Ag-reg Common Stock (UBS) 0.2 $264k 11k 24.65
Shell Plc- Adr (SHEL) 0.2 $256k 4.0k 64.38
Cigna Corp Common Stock (CI) 0.2 $244k 853.00 286.07
Biomarin Pharmaceutical Common Stock (BMRN) 0.2 $240k 2.7k 88.48
Ascendis Pharma - Adr (ASND) 0.1 $216k 2.3k 93.64
Ypf S.a.- Adr (YPF) 0.1 $187k 15k 12.25
Telecom Argentina Sa-sp Adr (TEO) 0.1 $180k 38k 4.79
Hess Corp Common Stock Put Option (HES) 0.1 $174k 2.4k 72.50
Vinci Partners Investments-a Common Stock (VINP) 0.1 $167k 16k 10.20
Grupo Financiero Galicia- Adr (GGAL) 0.1 $159k 12k 13.05
Itau Unibanco Hldng-pref Adr (ITUB) 0.1 $144k 27k 5.37
Spinnova Oyj Common Stock 0.1 $112k 34k 3.29
Sberbank Pjsc - Adr 0.0 $7.2k 160k 0.05
Oi Sa- Adr (OIBZQ) 0.0 $977.500000 575k 0.00