JGP Global Gestao de Recursos as of March 31, 2018
Portfolio Holdings for JGP Global Gestao de Recursos
JGP Global Gestao de Recursos holds 18 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 72.7 | $183M | 700k | 261.12 | |
| Banco Macro SA (BMA) | 8.3 | $21M | 193k | 107.97 | |
| Vaneck Vectors Semiconductor Etf semiconductor (SMH) | 8.2 | $21M | 200k | 103.08 | |
| Kraft Heinz (KHC) | 4.8 | $12M | 200k | 60.86 | |
| Anheuser-Busch InBev NV (BUD) | 1.9 | $4.6M | 42k | 109.94 | |
| Incyte Corporation (INCY) | 0.7 | $1.7M | 20k | 83.32 | |
| BioMarin Pharmaceutical (BMRN) | 0.6 | $1.5M | 19k | 81.05 | |
| Technipfmc (FTI) | 0.6 | $1.5M | 50k | 29.45 | |
| Seattle Genetics | 0.5 | $1.2M | 22k | 52.34 | |
| Assembly Biosciences | 0.3 | $840k | 17k | 49.13 | |
| Aerie Pharmaceuticals | 0.3 | $751k | 14k | 54.25 | |
| Bristol Myers Squibb (BMY) | 0.3 | $654k | 10k | 63.25 | |
| Amicus Therapeutics (FOLD) | 0.2 | $568k | 38k | 15.04 | |
| Exelixis (EXEL) | 0.2 | $488k | 22k | 22.16 | |
| Boston Scientific Corporation (BSX) | 0.2 | $418k | 15k | 27.32 | |
| ACADIA Pharmaceuticals (ACAD) | 0.1 | $276k | 12k | 22.49 | |
| Epizyme | 0.1 | $272k | 15k | 17.74 | |
| Immunomedics | 0.1 | $226k | 16k | 14.61 |
