JGP Global Gestao de Recursos

JGP Global Gestao de Recursos as of Sept. 30, 2020

Portfolio Holdings for JGP Global Gestao de Recursos

JGP Global Gestao de Recursos holds 61 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Mercadolibre Common Stock (MELI) 21.8 $40M 37k 1082.47
Ishares Msci Brazil Capped E Etp (EWZ) 20.3 $37M 1.3M 27.66
Vale Sa-sp Adr (VALE) 10.3 $19M 1.8M 10.58
Arco Platform Ltd - Class A Common Stock 9.0 $16M 403k 40.84
Cosan Ltd-class A Shares Common Stock 6.4 $12M 791k 14.85
Pretium Resources Common Stock 4.2 $7.7M 600k 12.84
Xp Inc - Class A Common Stock (XP) 4.2 $7.6M 183k 41.69
Seattle Genetics Common Stock 2.6 $4.7M 24k 195.67
Oi Sa- Adr (OIBZQ) 2.2 $4.0M 2.8M 1.45
Hpx Corp Unit 1.7 $3.1M 300k 10.20
Ishares Silver Trust Etp (SLV) 1.2 $2.2M 100k 21.64
Jpmorgan Chase & Co Common Stock (JPM) 1.1 $1.9M 20k 96.25
Beigene Ltd- Adr (BGNE) 0.9 $1.6M 5.6k 286.52
Incyte Corp Common Stock (INCY) 0.8 $1.5M 17k 89.76
Financial Select Sector Spdr Etp (XLF) 0.8 $1.5M 63k 24.06
Intuitive Surgical Common Stock (ISRG) 0.8 $1.4M 2.0k 709.37
Unitedhealth Group Common Stock (UNH) 0.8 $1.4M 4.4k 311.88
Ishares Nasdaq Biotechnology Etp (IBB) 0.7 $1.4M 10k 135.40
Vertex Pharmaceuticals Common Stock (VRTX) 0.7 $1.2M 4.5k 272.14
Thermo Fisher Scientific Common Stock (TMO) 0.7 $1.2M 2.7k 441.62
Acadia Pharmaceuticals Common Stock (ACAD) 0.5 $945k 23k 41.24
Becton Dickinson And Common Stock (BDX) 0.5 $903k 3.9k 232.55
Amazon.com Common Stock (AMZN) 0.4 $803k 255.00 3149.02
Alexion Pharmaceuticals Common Stock 0.4 $734k 6.4k 114.45
Danaher Corp Common Stock (DHR) 0.4 $730k 3.4k 215.47
Stryker Corp Common Stock (SYK) 0.3 $636k 3.1k 208.52
Amgen Common Stock (AMGN) 0.3 $583k 2.3k 254.14
Ascendis Pharma - Adr (ASND) 0.3 $553k 3.6k 154.30
Regeneron Pharmaceuticals Common Stock (REGN) 0.3 $501k 895.00 559.78
Argenx Se - Adr (ARGX) 0.3 $488k 1.9k 262.37
Agilent Technologies Common Stock (A) 0.3 $478k 4.7k 100.95
Dexcom Common Stock (DXCM) 0.3 $469k 1.1k 412.13
Humana Common Stock (HUM) 0.2 $412k 996.00 413.65
Abbvie Common Stock (ABBV) 0.2 $412k 4.7k 87.55
Centene Corp Common Stock (CNC) 0.2 $408k 7.0k 58.27
Biomarin Pharmaceutical Common Stock (BMRN) 0.2 $402k 5.3k 76.08
Mirati Therapeutics Common Stock 0.2 $398k 2.4k 166.11
Hca Holdings Common Stock (HCA) 0.2 $397k 3.2k 124.80
Bristol-myers Squibb Common Stock (BMY) 0.2 $388k 6.4k 60.27
Astrazeneca Plc-spons Adr (AZN) 0.2 $387k 7.1k 54.85
Cigna Corp Common Stock (CI) 0.2 $377k 2.2k 169.51
Hologic Common Stock (HOLX) 0.2 $356k 5.4k 66.48
Merck & Co Common Stock (MRK) 0.2 $346k 4.2k 82.85
Exact Sciences Corp Common Stock (EXAS) 0.2 $344k 3.4k 101.99
Anthem Common Stock (ELV) 0.2 $339k 1.3k 268.62
Quidel Corp Common Stock 0.2 $336k 1.5k 219.46
West Pharmaceutical Services Common Stock (WST) 0.2 $308k 1.1k 275.00
Visa Inc-class A Shares Common Stock (V) 0.2 $300k 1.5k 200.00
Paypal Holdings Common Stock (PYPL) 0.2 $296k 1.5k 197.33
Neurocrine Biosciences Common Stock (NBIX) 0.2 $280k 2.9k 96.15
Eli Lilly & Co Common Stock (LLY) 0.1 $270k 1.8k 147.95
Kodiak Sciences Common Stock (KOD) 0.1 $236k 4.0k 59.24
Myokardia Common Stock 0.1 $234k 1.7k 136.13
Sarepta Therapeutics Common Stock (SRPT) 0.1 $231k 1.6k 140.51
Bank Of America Corp Common Stock (BAC) 0.1 $217k 9.0k 24.11
Immunomedics Common Stock 0.1 $212k 2.5k 85.21
Alnylam Pharmaceuticals Common Stock (ALNY) 0.1 $208k 1.4k 145.86
Pfizer Common Stock (PFE) 0.1 $207k 5.6k 36.71
Cooper Cos Inc/the Common Stock 0.1 $202k 600.00 336.67
Amarin Corp Plc - Adr (AMRN) 0.1 $92k 22k 4.21
Oi Sa-adr/q Adr (OIBRQ) 0.0 $6.0k 17k 0.36