JGP Global Gestao de Recursos as of Sept. 30, 2017
Portfolio Holdings for JGP Global Gestao de Recursos
JGP Global Gestao de Recursos holds 24 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kraft Heinz (KHC) | 27.1 | $26M | 340k | 77.55 | |
| Grupo Financiero Galicia (GGAL) | 16.3 | $16M | 307k | 51.54 | |
| iShares MSCI Brazil Index (EWZ) | 11.4 | $11M | 266k | 41.69 | |
| MercadoLibre (MELI) | 9.4 | $9.2M | 35k | 258.93 | |
| New Gold Inc Cda (NGD) | 8.4 | $8.2M | 2.2M | 3.71 | |
| Vale (VALE) | 5.9 | $5.7M | 571k | 10.07 | |
| Alamos Gold Inc New Class A (AGI) | 4.2 | $4.1M | 600k | 6.76 | |
| Incyte Corporation (INCY) | 2.8 | $2.7M | 23k | 116.75 | |
| Banco Macro SA (BMA) | 2.5 | $2.5M | 21k | 117.37 | |
| Netshoes Cayman | 1.8 | $1.7M | 133k | 13.15 | |
| BioMarin Pharmaceutical (BMRN) | 1.8 | $1.7M | 19k | 93.05 | |
| Azul Sa (AZUL) | 1.6 | $1.5M | 55k | 27.45 | |
| Technipfmc | 1.4 | $1.4M | 50k | 27.92 | |
| Seattle Genetics | 1.1 | $1.1M | 21k | 54.41 | |
| Aerie Pharmaceuticals | 0.7 | $673k | 14k | 48.61 | |
| Bristol Myers Squibb (BMY) | 0.7 | $659k | 10k | 63.73 | |
| Amicus Therapeutics (FOLD) | 0.6 | $570k | 38k | 15.09 | |
| Exelixis (EXEL) | 0.6 | $534k | 22k | 24.25 | |
| Assembly Biosciences | 0.5 | $510k | 15k | 34.94 | |
| Boston Scientific Corporation (BSX) | 0.5 | $446k | 15k | 29.15 | |
| ACADIA Pharmaceuticals (ACAD) | 0.5 | $437k | 12k | 37.65 | |
| Epizyme | 0.3 | $292k | 15k | 19.04 | |
| Barclays Bk Plc Ipath S&p500 Vix etf | 0.2 | $180k | 4.6k | 39.13 | |
| Market Vectors Gold Miners ETF | 0.1 | $51k | 2.2k | 23.18 |
