JGP Global Gestao de Recursos as of Dec. 31, 2017
Portfolio Holdings for JGP Global Gestao de Recursos
JGP Global Gestao de Recursos holds 19 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kraft Heinz (KHC) | 40.4 | $83M | 1.1M | 77.76 | |
| Banco Macro SA (BMA) | 14.9 | $31M | 264k | 115.88 | |
| Facebook Inc cl a (META) | 13.4 | $27M | 155k | 176.46 | |
| iShares MSCI Brazil Index (EWZ) | 12.6 | $26M | 96k | 268.53 | |
| Loma Negra Compania Industrial Argentina Sa (LOMA) | 10.5 | $22M | 936k | 23.04 | |
| Spdr S&p 500 Etf (SPY) | 1.5 | $3.0M | 75k | 40.45 | |
| Arcelormittal Cl A Ny Registry (MT) | 1.1 | $2.2M | 70k | 32.31 | |
| Incyte Corporation (INCY) | 1.0 | $2.1M | 22k | 94.70 | |
| Nucor Corporation (NUE) | 0.8 | $1.7M | 27k | 63.59 | |
| BioMarin Pharmaceutical (BMRN) | 0.7 | $1.5M | 17k | 89.18 | |
| Banco Itau Holding Financeira (ITUB) | 0.6 | $1.3M | 100k | 13.00 | |
| Seattle Genetics | 0.5 | $1.1M | 21k | 53.49 | |
| Pos (PKX) | 0.4 | $781k | 10k | 78.10 | |
| Aerie Pharmaceuticals | 0.4 | $748k | 13k | 59.76 | |
| Exelixis (EXEL) | 0.3 | $609k | 20k | 30.42 | |
| Assembly Biosciences | 0.3 | $597k | 13k | 45.24 | |
| Amicus Therapeutics (FOLD) | 0.2 | $491k | 34k | 14.38 | |
| ACADIA Pharmaceuticals (ACAD) | 0.2 | $370k | 12k | 30.15 | |
| Boston Scientific Corporation (BSX) | 0.2 | $343k | 14k | 24.79 |
