JGP Global Gestao de Recursos as of Dec. 31, 2019
Portfolio Holdings for JGP Global Gestao de Recursos
JGP Global Gestao de Recursos holds 61 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MercadoLibre (MELI) | 19.5 | $55M | 96k | 571.94 | |
| Vaneck Vectors Gold Miners mutual (GDX) | 15.6 | $44M | 1.5M | 29.28 | |
| iShares MSCI Emerging Markets Indx (EEM) | 12.7 | $36M | 800k | 44.87 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 8.2 | $23M | 680k | 34.16 | |
| Xp Inc cl a (XP) | 8.1 | $23M | 593k | 38.52 | |
| Energy Select Sector SPDR (XLE) | 7.5 | $21M | 350k | 60.04 | |
| Arco Platform Cl A Ord | 6.1 | $17M | 390k | 44.20 | |
| Arcos Dorados Holdings (ARCO) | 2.7 | $7.6M | 937k | 8.10 | |
| Afya Ltd cl a (AFYA) | 2.5 | $7.2M | 265k | 27.12 | |
| Anheuser-Busch InBev NV (BUD) | 1.5 | $4.1M | 51k | 82.03 | |
| Amazon (AMZN) | 1.1 | $3.0M | 1.6k | 1847.87 | |
| Oi Sa - (OIBZQ) | 1.0 | $2.9M | 3.1M | 0.93 | |
| Seattle Genetics | 0.9 | $2.7M | 23k | 114.26 | |
| Expedia (EXPE) | 0.9 | $2.5M | 23k | 108.15 | |
| Facebook Inc cl a (META) | 0.7 | $2.1M | 10k | 205.25 | |
| UnitedHealth (UNH) | 0.7 | $1.8M | 6.3k | 294.04 | |
| Fidelity National Information Services (FIS) | 0.6 | $1.6M | 12k | 139.12 | |
| Comcast Corporation (CMCSA) | 0.6 | $1.6M | 35k | 44.97 | |
| Incyte Corporation (INCY) | 0.6 | $1.5M | 18k | 87.34 | |
| Walt Disney Company (DIS) | 0.5 | $1.5M | 10k | 144.66 | |
| Intuitive Surgical (ISRG) | 0.5 | $1.4M | 2.3k | 590.95 | |
| Becton, Dickinson and (BDX) | 0.4 | $1.2M | 4.5k | 271.91 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $1.1M | 5.1k | 218.96 | |
| Dollar Tree (DLTR) | 0.4 | $1.1M | 11k | 94.02 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $992k | 3.1k | 324.93 | |
| Viacomcbs (PARA) | 0.3 | $947k | 23k | 41.97 | |
| ACADIA Pharmaceuticals (ACAD) | 0.3 | $940k | 22k | 42.80 | |
| Beigene (BGNE) | 0.3 | $937k | 5.7k | 165.75 | |
| Alexion Pharmaceuticals | 0.3 | $816k | 7.5k | 108.09 | |
| Anthem (ELV) | 0.3 | $748k | 2.5k | 302.10 | |
| Stryker Corporation (SYK) | 0.3 | $734k | 3.5k | 210.01 | |
| Mondelez Int (MDLZ) | 0.3 | $729k | 13k | 55.05 | |
| Cigna Corp (CI) | 0.2 | $682k | 3.3k | 204.56 | |
| Pfizer (PFE) | 0.2 | $636k | 16k | 39.20 | |
| Agilent Technologies Inc C ommon (A) | 0.2 | $590k | 6.9k | 85.25 | |
| Danaher Corporation (DHR) | 0.2 | $578k | 3.8k | 153.60 | |
| Eli Lilly & Co. (LLY) | 0.2 | $537k | 4.1k | 131.46 | |
| Amarin Corporation (AMRN) | 0.2 | $541k | 25k | 21.46 | |
| Hca Holdings (HCA) | 0.2 | $507k | 3.4k | 147.90 | |
| BioMarin Pharmaceutical (BMRN) | 0.2 | $468k | 5.5k | 84.51 | |
| Ascendis Pharma A S (ASND) | 0.2 | $474k | 3.4k | 139.21 | |
| Bristol Myers Squibb (BMY) | 0.1 | $421k | 6.6k | 64.18 | |
| Humana (HUM) | 0.1 | $423k | 1.2k | 366.23 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $385k | 1.0k | 375.61 | |
| AstraZeneca (AZN) | 0.1 | $383k | 7.7k | 49.88 | |
| Merck & Co (MRK) | 0.1 | $382k | 4.2k | 90.97 | |
| Centene Corporation (CNC) | 0.1 | $405k | 6.4k | 62.84 | |
| Neurocrine Biosciences (NBIX) | 0.1 | $337k | 3.1k | 107.53 | |
| EXACT Sciences Corporation (EXAS) | 0.1 | $341k | 3.7k | 92.36 | |
| Hologic (HOLX) | 0.1 | $320k | 6.1k | 52.18 | |
| WellCare Health Plans | 0.1 | $320k | 969.00 | 330.24 | |
| Amgen (AMGN) | 0.1 | $299k | 1.2k | 241.13 | |
| Sarepta Therapeutics (SRPT) | 0.1 | $319k | 2.5k | 128.89 | |
| Argenx Se (ARGX) | 0.1 | $299k | 1.9k | 160.32 | |
| Mirati Therapeutics | 0.1 | $269k | 2.1k | 128.89 | |
| Kodiak Sciences (KOD) | 0.1 | $280k | 3.9k | 72.02 | |
| Cooper Companies | 0.1 | $251k | 782.00 | 320.97 | |
| Teleflex Incorporated (TFX) | 0.1 | $253k | 671.00 | 377.05 | |
| Sage Therapeutics (SAGE) | 0.1 | $263k | 3.6k | 72.15 | |
| Allegan | 0.1 | $223k | 1.2k | 190.76 | |
| Oi S.a. spn adr p (OIBRQ) | 0.0 | $4.0k | 17k | 0.24 |
