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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, LLY, ONC, INCY, and represent 62.56% of JGP Global Gestao de Recursos's stock portfolio.
Added to shares of these 9 stocks: NGD, TEO, BMA, GGAL, YPF, LOMA, ISRG, PEN, OIBZQ.
Started 7 new stock positions in GGAL, TEO, YPF, OIBZQ, LOMA, BMA, PEN.
Reduced shares in these 10 stocks: RYTM, STNE, ITUB, UNH, GDX, NVO, , , BPMC, BDX.
Sold out of its positions in BDX, BPMC, HCA, ITUB, MOH, NVO, GDX.
JGP Global Gestao de Recursos was a net seller of stock by $-302k.
JGP Global Gestao de Recursos has $44M in assets under management (AUM), dropping by -14.24%.
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 December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
New Gold Common Stock (NGD)	36.7	$16M	+27%	6.5M	2.48	View chart
Stoneco Ltd-a Common Stock (STNE)	13.9	$6.1M	-29%	765k	7.97	View chart
Eli Lilly & Co Common Stock (LLY)	4.2	$1.8M		2.4k	772.00	View chart
Beigene Ltd- Adr (ONC)	3.9	$1.7M		9.4k	184.71	View chart
Incyte Corp Common Stock (INCY)	3.9	$1.7M		25k	69.07	View chart
Intuitive Surgical Common Stock (ISRG)	3.3	$1.5M	+45%	2.8k	521.96	View chart
Telecom Argentina Sa-sp Adr (TEO)	1.9	$853k	NEW	68k	12.59	View chart
Banco Macro Sa- Adr (BMA)	1.9	$834k	NEW	8.6k	96.76	View chart
Grupo Financiero Galicia- Adr (GGAL)	1.9	$820k	NEW	13k	62.32	View chart
Ypf S.a.- Adr (YPF)	1.9	$817k	NEW	19k	42.51	View chart
Loma Negra Cia Ind- Adr (LOMA)	1.8	$786k	NEW	66k	11.94	View chart
Thermo Fisher Scientific Common Stock (TMO)	1.7	$740k		1.4k	520.23	View chart
Unitedhealth Group Common Stock (UNH)	1.6	$698k	-38%	1.4k	505.86	View chart
Stryker Corp Common Stock (SYK)	1.5	$670k		1.9k	360.05	View chart
Acadia Pharmaceuticals Common Stock (ACAD)	1.4	$635k		35k	18.35	View chart
Argenx Se - Adr (ARGX)	1.4	$616k		1.0k	615.00	View chart
Madrigal Pharmaceuticals Common Stock (MDGL)	1.4	$615k		2.0k	308.57	View chart
Danaher Corp Common Stock (DHR)	1.3	$567k		2.5k	229.55	View chart
Merck & Co Common Stock (MRK)	1.3	$567k		5.7k	99.48	View chart
Agnico-eagle Mines Common Stock (AEM)	1.2	$508k		6.5k	78.21	View chart
Elevance Health Common Stock (ELV)	1.0	$452k		1.2k	368.90	View chart
Insmed Common Stock (INSM)	1.0	$423k		6.1k	69.04	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.9	$390k		968.00	402.70	View chart
Regeneron Pharmaceuticals Common Stock (REGN)	0.9	$383k		538.00	712.33	View chart
Astrazeneca Plc-spons Adr (AZN)	0.9	$378k		5.8k	65.52	View chart
Alnylam Pharmaceuticals Common Stock (ALNY)	0.8	$364k		1.5k	235.31	View chart
Amgen Common Stock (AMGN)	0.8	$355k		1.4k	260.64	View chart
Revolution Medicines Common Stock (RVMD)	0.8	$337k		7.7k	43.74	View chart
Boston Scientific Corp Common Stock (BSX)	0.7	$322k		3.6k	89.32	View chart
Summit Therapeutics Common Stock (SMMT)	0.7	$305k		17k	17.84	View chart
Rhythm Pharmaceuticals Common Stock (RYTM)	0.7	$301k	-90%	5.4k	55.98	View chart
Alamos Gold Inc-class A Common Stock (AGI)	0.6	$285k		16k	18.44	View chart
Cigna Corp Common Stock (CI)	0.6	$252k		911.00	276.14	View chart
Kymera Therapeutics Common Stock (KYMR)	0.5	$241k		6.0k	40.23	View chart
Penumbra Common Stock (PEN)	0.5	$214k	NEW	901.00	237.48	View chart
Kodiak Sciences Common Stock (KOD)	0.3	$129k		13k	9.95	View chart
Abcellera Biologics Common Stock (ABCL)	0.2	$66k		23k	2.93	View chart
Sigma Lithium Corp Common Stock Put Option (SGML)	0.1	$25k		5.0k	5.00	View chart
Cerus Corp Common Stock (CERS)	0.1	$25k		16k	1.54	View chart
Oi Sa- Adr (OIBZQ)	0.0	$13k	NEW	50k	0.26	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 Q4 filed Jan. 24, 2025
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

View all past filings

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