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JGP Global Gestao de Recursos

Latest statistics and disclosures from JGP Global Gestao de Recursos's latest quarterly 13F-HR filing:

Top 5 stock holdings are NGD, STNE, RYTM, LLY, BGNE, and represent 66.43% of JGP Global Gestao de Recursos's stock portfolio.
Added to shares of these 10 stocks: NGD (+$14M), RYTM, ITUB, INSM, SMMT, RVMD, GDX, BSX, KYMR, HCA.
Started 11 new stock positions in HCA, KYMR, SGML, BPMC, ITUB, BDX, GDX, INSM, RVMD, SMMT. BSX.
Reduced shares in these 10 stocks: NU (-$16M), CUCSF (-$13M), STNE (-$11M), DSKYF (-$7.0M), SPGI, INCY, LTHCF, , , BGNE.
Sold out of its positions in BCRX, BMRN, XOM, LTHCF, OIBZQ, SPGI, Sberbank Russia, NU, ROIV, DSKYF. Spinnova Oyj, CUCSF.
JGP Global Gestao de Recursos was a net seller of stock by $-28M.
JGP Global Gestao de Recursos has $51M in assets under management (AUM), dropping by -34.96%.
Central Index Key (CIK): 0001536562

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Portfolio Holdings for JGP Global Gestao de Recursos

JGP Global Gestao de Recursos holds 40 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
New Gold Common Stock (NGD)	28.6	$15M	+4018%	5.1M	2.88	View chart
Stoneco Ltd-a Common Stock (STNE)	23.8	$12M	-46%	1.1M	11.26	View chart
Rhythm Pharmaceuticals Common Stock (RYTM)	5.8	$3.0M	+869%	56k	52.39	View chart
Eli Lilly & Co Common Stock (LLY)	4.1	$2.1M	+11%	2.4k	885.94	View chart
Beigene Ltd- Adr (BGNE)	4.1	$2.1M	-10%	9.4k	224.51	View chart
Incyte Corp Common Stock (INCY)	3.2	$1.6M	-21%	25k	66.10	View chart
Unitedhealth Group Common Stock (UNH)	2.6	$1.3M	-5%	2.3k	584.68	View chart
Itau Unibanco Hldng-pref Adr (ITUB)	2.6	$1.3M	NEW	198k	6.65	View chart
Intuitive Surgical Common Stock (ISRG)	1.9	$949k	+9%	1.9k	491.27	View chart
Thermo Fisher Scientific Common Stock (TMO)	1.7	$880k	+2%	1.4k	618.57	View chart
Danaher Corp Common Stock (DHR)	1.3	$688k	+32%	2.5k	278.02	View chart
Stryker Corp Common Stock (SYK)	1.3	$673k	+10%	1.9k	361.26	View chart
Merck & Co Common Stock (MRK)	1.3	$647k	+14%	5.7k	113.56	View chart
Elevance Health Common Stock (ELV)	1.2	$638k	+4%	1.2k	520.00	View chart
Regeneron Pharmaceuticals Common Stock (REGN)	1.1	$567k	+63%	539.00	1051.24	View chart
Argenx Se - Adr (ARGX)	1.1	$544k	+13%	1.0k	542.08	View chart
Acadia Pharmaceuticals Common Stock (ACAD)	1.0	$533k	-5%	35k	15.38	View chart
Agnico-eagle Mines Common Stock (AEM)	1.0	$523k		6.5k	80.56	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.9	$451k	-7%	969.00	465.08	View chart
Astrazeneca Plc-spons Adr (AZN)	0.9	$449k	+24%	5.8k	77.91	View chart
Insmed Common Stock (INSM)	0.9	$447k	NEW	6.1k	73.00	View chart
Amgen Common Stock (AMGN)	0.9	$439k	+29%	1.4k	322.21	View chart
Alnylam Pharmaceuticals Common Stock (ALNY)	0.8	$426k	+25%	1.5k	275.03	View chart
Madrigal Pharmaceuticals Common Stock (MDGL)	0.8	$423k	+49%	2.0k	212.22	View chart
Summit Therapeutics Common Stock (SMMT)	0.7	$374k	NEW	17k	21.90	View chart
Revolution Medicines Common Stock (RVMD)	0.7	$350k	NEW	7.7k	45.35	View chart
Cigna Corp Common Stock (CI)	0.6	$316k	+43%	912.00	346.44	View chart
Market Vectors Gold Miners Etp (GDX)	0.6	$313k	NEW	7.9k	39.82	View chart
Alamos Gold Inc-class A Common Stock (AGI)	0.6	$308k		16k	19.94	View chart
Boston Scientific Corp Common Stock (BSX)	0.6	$302k	NEW	3.6k	83.80	View chart
Kymera Therapeutics Common Stock (KYMR)	0.6	$284k	NEW	6.0k	47.33	View chart
Novo-nordisk A/s-spons Adr (NVO)	0.5	$259k	+31%	2.2k	119.07	View chart
Hca Holdings Common Stock (HCA)	0.5	$237k	NEW	583.00	406.43	View chart
Molina Healthcare Common Stock (MOH)	0.4	$210k	-20%	608.00	344.56	View chart
Blueprint Medicines Corp Common Stock (BPMC)	0.4	$204k	NEW	2.2k	92.50	View chart
Becton Dickinson And Common Stock (BDX)	0.4	$203k	NEW	841.00	241.10	View chart
Sigma Lithium Corp Common Stock Put Option (SGML)	0.3	$175k	NEW	5.0k	35.00	View chart
Abcellera Biologics Common Stock (ABCL)	0.1	$59k	+27%	23k	2.60	View chart
Kodiak Sciences Common Stock (KOD)	0.1	$34k	-13%	13k	2.61	View chart
Cerus Corp Common Stock (CERS)	0.1	$28k	+9%	16k	1.74	View chart

Past Filings by JGP Global Gestao de Recursos

SEC 13F filings are viewable for JGP Global Gestao de Recursos going back to 2014

JGP Global Gestao de Recursos 2024 Q3 filed Nov. 1, 2024
JGP Global Gestao de Recursos 2024 Q2 filed Aug. 2, 2024
JGP Global Gestao de Recursos 2024 Q1 filed May 9, 2024
JGP Global Gestao de Recursos 2023 Q4 filed Jan. 19, 2024
JGP Global Gestao de Recursos 2023 Q3 filed Nov. 1, 2023
JGP Global Gestao de Recursos 2023 Q2 filed Aug. 4, 2023
JGP Global Gestao de Recursos 2023 Q1 filed May 5, 2023
JGP Global Gestao de Recursos 2022 Q4 filed Jan. 25, 2023
JGP Global Gestao de Recursos 2022 Q3 filed Nov. 4, 2022
JGP Global Gestao de Recursos 2022 Q2 filed Aug. 1, 2022
JGP Global Gestao de Recursos 2022 Q1 filed May 5, 2022
JGP Global Gestao de Recursos 2021 Q4 filed Feb. 3, 2022
JGP Global Gestao de Recursos 2021 Q3 filed Nov. 4, 2021
JGP Global Gestao de Recursos 2021 Q2 filed Aug. 9, 2021
JGP Global Gestao de Recursos 2021 Q1 filed May 11, 2021
JGP Global Gestao de Recursos 2020 Q4 filed Jan. 27, 2021

View all past filings

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