JGP Global Gestao de Recursos as of March 31, 2019
Portfolio Holdings for JGP Global Gestao de Recursos
JGP Global Gestao de Recursos holds 64 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 31.3 | $85M | 300k | 282.48 | |
| iShares MSCI Brazil Index (EWZ) | 14.4 | $39M | 950k | 40.99 | |
| iShares MSCI Emerging Markets Indx (EEM) | 12.7 | $34M | 800k | 42.92 | |
| Vaneck Vectors Semiconductor Etf semiconductor (SMH) | 7.9 | $21M | 200k | 106.33 | |
| Kraft Heinz (KHC) | 6.6 | $18M | 550k | 32.65 | |
| Vale (VALE) | 6.5 | $18M | 1.4M | 13.06 | |
| MercadoLibre (MELI) | 5.7 | $15M | 30k | 507.74 | |
| Stoneco (STNE) | 3.5 | $9.5M | 230k | 41.10 | |
| Oi Sa - (OIBZQ) | 2.2 | $6.1M | 3.2M | 1.88 | |
| UnitedHealth (UNH) | 0.6 | $1.6M | 6.5k | 247.24 | |
| Incyte Corporation (INCY) | 0.5 | $1.3M | 15k | 86.00 | |
| Seattle Genetics | 0.5 | $1.2M | 17k | 73.23 | |
| BioMarin Pharmaceutical (BMRN) | 0.4 | $1.2M | 13k | 88.82 | |
| Illumina (ILMN) | 0.4 | $1.0M | 3.2k | 310.79 | |
| Sarepta Therapeutics (SRPT) | 0.3 | $943k | 7.9k | 119.16 | |
| Alexion Pharmaceuticals | 0.3 | $924k | 6.8k | 135.15 | |
| Sage Therapeutics (SAGE) | 0.3 | $873k | 5.5k | 159.10 | |
| Humana (HUM) | 0.2 | $600k | 2.3k | 265.84 | |
| EXACT Sciences Corporation (EXAS) | 0.2 | $561k | 6.5k | 86.59 | |
| Bluebird Bio (BLUE) | 0.2 | $569k | 3.6k | 157.27 | |
| Bristol Myers Squibb (BMY) | 0.2 | $553k | 12k | 47.68 | |
| Abbott Laboratories (ABT) | 0.2 | $510k | 6.4k | 79.89 | |
| Boston Scientific Corporation (BSX) | 0.2 | $520k | 14k | 38.35 | |
| Cigna Corp (CI) | 0.2 | $506k | 3.1k | 160.74 | |
| Celgene Corporation | 0.2 | $474k | 5.0k | 94.25 | |
| Centene Corporation (CNC) | 0.2 | $488k | 9.2k | 53.08 | |
| Beigene (BGNE) | 0.2 | $496k | 3.8k | 132.02 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $456k | 2.5k | 183.80 | |
| Edwards Lifesciences (EW) | 0.2 | $467k | 2.4k | 191.47 | |
| Exelixis (EXEL) | 0.2 | $452k | 19k | 23.82 | |
| Dex (DXCM) | 0.2 | $452k | 3.8k | 119.23 | |
| Amicus Therapeutics (FOLD) | 0.2 | $455k | 34k | 13.59 | |
| Gw Pharmaceuticals Plc ads | 0.2 | $460k | 2.7k | 168.50 | |
| Merck & Co (MRK) | 0.2 | $433k | 5.2k | 83.14 | |
| Aerie Pharmaceuticals | 0.1 | $405k | 8.5k | 47.52 | |
| Allergan | 0.1 | $399k | 2.7k | 146.53 | |
| Eli Lilly & Co. (LLY) | 0.1 | $377k | 2.9k | 129.64 | |
| Anthem (ELV) | 0.1 | $373k | 1.3k | 286.92 | |
| Global Blood Therapeutics In | 0.1 | $337k | 6.4k | 52.90 | |
| Neurocrine Biosciences (NBIX) | 0.1 | $289k | 3.3k | 88.16 | |
| Genomic Health | 0.1 | $311k | 4.4k | 70.08 | |
| Abbvie (ABBV) | 0.1 | $308k | 3.8k | 80.69 | |
| Assembly Biosciences | 0.1 | $302k | 15k | 19.68 | |
| Argenx Se (ARGX) | 0.1 | $286k | 2.3k | 125.00 | |
| Align Technology (ALGN) | 0.1 | $267k | 939.00 | 284.35 | |
| Nevro (NVRO) | 0.1 | $262k | 4.2k | 62.54 | |
| Natera (NTRA) | 0.1 | $279k | 14k | 20.64 | |
| Audentes Therapeutics | 0.1 | $264k | 6.8k | 39.06 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $249k | 606.00 | 410.89 | |
| Intuitive Surgical (ISRG) | 0.1 | $243k | 426.00 | 570.42 | |
| Immunomedics | 0.1 | $252k | 13k | 19.24 | |
| ACADIA Pharmaceuticals (ACAD) | 0.1 | $247k | 9.2k | 26.84 | |
| Mirati Therapeutics | 0.1 | $242k | 3.3k | 73.42 | |
| Biogen Idec (BIIB) | 0.1 | $223k | 945.00 | 235.98 | |
| BioCryst Pharmaceuticals (BCRX) | 0.1 | $210k | 26k | 8.16 | |
| Amarin Corporation (AMRN) | 0.1 | $229k | 11k | 20.77 | |
| Proqr Thrapeutics N V shs euro (PRQR) | 0.1 | $228k | 16k | 13.87 | |
| Madrigal Pharmaceuticals (MDGL) | 0.1 | $207k | 1.7k | 125.38 | |
| Epizyme | 0.1 | $170k | 14k | 12.42 | |
| Glycomimetics (GLYC) | 0.1 | $126k | 10k | 12.49 | |
| Dbv Technologies S A (DBVT) | 0.0 | $84k | 11k | 7.68 | |
| Ocular Therapeutix (OCUL) | 0.0 | $55k | 14k | 3.96 | |
| Proteostasis Therapeutics In | 0.0 | $28k | 22k | 1.28 | |
| Oi S.a. spn adr p (OIBRQ) | 0.0 | $11k | 29k | 0.39 |
