JGP Global Gestao de Recursos

JGP Global Gestao de Recursos as of June 30, 2021

Portfolio Holdings for JGP Global Gestao de Recursos

JGP Global Gestao de Recursos holds 66 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Stoneco Ltd-a Common Stock (STNE) 24.8 $89M 1.3M 67.06
Mercadolibre Common Stock (MELI) 13.6 $49M 31k 1557.80
Xp Inc - Class A Common Stock (XP) 10.1 $36M 829k 43.55
Arco Platform Ltd - Class A Common Stock 7.3 $26M 848k 30.66
Dish Network Corp-a Common Stock 7.1 $26M 613k 41.80
Elanco Animal Health Common Stock (ELAN) 6.4 $23M 661k 34.69
Freeport-mcmoran Copper Common Stock (FCX) 4.7 $17M 453k 37.11
Myt Netherlands Parent Bv Adr (MYTE) 3.4 $12M 400k 30.43
Valor Latitude Acquisition C Unit 3.0 $11M 1.1M 9.94
Petroleo Brasileiro S.a.- Adr (PBR) 2.4 $8.7M 707k 12.23
Denali Therapeutics Common Stock (DNLI) 2.0 $7.2M 92k 78.44
Facebook Inc-a Common Stock (META) 1.9 $6.9M 20k 347.71
Visa Inc-class A Shares Common Stock (V) 1.5 $5.6M 24k 233.83
Ternium Sa- Adr (TX) 1.5 $5.6M 144k 38.46
Oi Sa- Adr (OIBZQ) 1.0 $3.4M 2.3M 1.49
Alphabet Inc-cl C Common Stock (GOOG) 0.9 $3.2M 1.3k 2506.17
Seagen Common Stock 0.8 $2.9M 18k 157.86
Pretium Resources Common Stock 0.5 $1.9M 200k 9.56
Beigene Ltd- Adr (BGNE) 0.5 $1.8M 5.1k 343.24
Alamos Gold Inc-class A Common Stock (AGI) 0.4 $1.5M 200k 7.65
Wells Fargo & Co Common Stock (WFC) 0.4 $1.4M 30k 45.28
Unitedhealth Group Common Stock (UNH) 0.4 $1.3M 3.3k 400.48
Incyte Corp Common Stock (INCY) 0.3 $1.2M 14k 84.11
Amazon.com Common Stock (AMZN) 0.3 $1.1M 318.00 3440.25
Intuitive Surgical Common Stock (ISRG) 0.3 $936k 1.0k 919.45
Alexion Pharmaceuticals Common Stock 0.3 $904k 4.9k 183.70
Thermo Fisher Scientific Common Stock (TMO) 0.2 $861k 1.7k 504.39
Ishares Nasdaq Biotechnology Etp (IBB) 0.2 $860k 5.3k 163.56
Twitter Common Stock 0.2 $623k 9.1k 68.78
Danaher Corp Common Stock (DHR) 0.2 $589k 2.2k 268.21
Eli Lilly & Co Common Stock (LLY) 0.2 $574k 2.5k 229.60
Merck & Co Common Stock (MRK) 0.2 $570k 7.3k 77.81
Ebay Common Stock (EBAY) 0.1 $522k 7.4k 70.19
Kodiak Sciences Common Stock (KOD) 0.1 $515k 5.5k 92.93
Ishares Msci Brazil Capped E Etp (EWZ) 0.1 $494k 12k 40.51
Stryker Corp Common Stock (SYK) 0.1 $482k 1.9k 259.84
Vertex Pharmaceuticals Common Stock (VRTX) 0.1 $466k 2.3k 201.82
Becton Dickinson And Common Stock (BDX) 0.1 $449k 1.8k 243.23
Acadia Pharmaceuticals Common Stock (ACAD) 0.1 $426k 18k 24.37
Agilent Technologies Common Stock (A) 0.1 $407k 2.8k 147.68
Argenx Se - Adr (ARGX) 0.1 $404k 1.3k 301.27
Humana Common Stock (HUM) 0.1 $400k 903.00 442.97
Centene Corp Common Stock (CNC) 0.1 $391k 5.4k 73.00
Cigna Corp Common Stock (CI) 0.1 $374k 1.6k 236.86
Astrazeneca Plc-spons Adr (AZN) 0.1 $373k 6.2k 59.86
Amgen Common Stock (AMGN) 0.1 $348k 1.4k 243.87
Regeneron Pharmaceuticals Common Stock (REGN) 0.1 $344k 615.00 559.35
Abbvie Common Stock (ABBV) 0.1 $330k 2.9k 112.55
Ascendis Pharma - Adr (ASND) 0.1 $325k 2.5k 131.53
Hca Holdings Common Stock (HCA) 0.1 $324k 1.6k 206.90
Anthem Common Stock (ELV) 0.1 $278k 728.00 381.87
Exact Sciences Corp Common Stock (EXAS) 0.1 $277k 2.2k 124.38
Walt Disney Co/the Common Stock (DIS) 0.1 $264k 1.5k 176.00
C4 Therapeutics Common Stock (CCCC) 0.1 $259k 6.9k 37.79
Taiwan Semiconductor-sp Adr (TSM) 0.1 $259k 2.2k 120.02
Biomarin Pharmaceutical Common Stock (BMRN) 0.1 $259k 3.1k 83.28
Target Corp Common Stock (TGT) 0.1 $242k 1.0k 242.00
Alnylam Pharmaceuticals Common Stock (ALNY) 0.1 $232k 1.4k 169.22
West Pharmaceutical Services Common Stock (WST) 0.1 $228k 634.00 359.62
Hologic Common Stock (HOLX) 0.1 $226k 3.4k 66.63
Biogen Common Stock (BIIB) 0.1 $224k 648.00 345.68
Acceleron Pharma Common Stock 0.1 $217k 1.7k 125.51
Shockwave Medical Common Stock 0.1 $215k 1.1k 189.76
Itau Unibanco Hldng-pref Adr (ITUB) 0.1 $210k 35k 6.00
Dexcom Common Stock (DXCM) 0.1 $206k 483.00 426.50
Amarin Corp Plc - Adr (AMRN) 0.0 $54k 12k 4.36