JGP Global Gestao de Recursos

JGP Global Gestao de Recursos as of Dec. 31, 2022

Portfolio Holdings for JGP Global Gestao de Recursos

JGP Global Gestao de Recursos holds 57 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Xp Inc - Class A Common Stock (XP) 22.7 $32M 2.1M 15.34
Daiichi Sankyo Common Stock (DSKYF) 18.3 $26M 6.0k 4250.08
Activision Blizzard Common Stock 15.2 $21M 278k 76.55
Valor Latitude Acquisition C Unit 7.9 $11M 1.1M 10.07
Itiquira Acquisition Corp Unit (STNE) 6.6 $9.2M 900k 10.20
Sigma Lithium Corp Common Stock (SGML) 3.4 $4.7M 167k 28.22
Ishares Msci Brazil Capped E Etp (EWZ) 3.0 $4.2M 150k 27.97
Grupo Financiero Galicia- Adr (GGAL) 2.3 $3.2M 325k 9.73
Ishares Expanded Tech-softwa Etp (IGV) 1.7 $2.3M 9.1k 255.82
Seagen Common Stock 1.6 $2.3M 18k 128.50
Unitedhealth Group Common Stock (UNH) 1.2 $1.7M 3.2k 530.32
Market Vectors Gold Miners Etp (GDX) 0.9 $1.2M 43k 28.66
S&p Global Common Stock (SPGI) 0.9 $1.2M 3.6k 335.00
Genmab A/s Common Stock (GNMSF) 0.8 $1.1M 389.00 2940.87
Incyte Corp Common Stock (INCY) 0.8 $1.1M 13k 80.30
Thermo Fisher Scientific Common Stock (TMO) 0.7 $1.0M 1.8k 550.68
Eli Lilly & Co Common Stock (LLY) 0.7 $939k 2.6k 365.80
Beigene Ltd- Adr 0.7 $917k 4.2k 219.96
Danaher Corp Common Stock (DHR) 0.5 $760k 2.9k 265.36
Nvidia Corp Common Stock (NVDA) 0.5 $730k 5.0k 146.00
Amazon.com Common Stock (AMZN) 0.5 $714k 8.5k 84.00
Walt Disney Co/the Common Stock (DIS) 0.5 $712k 8.2k 86.83
Intuitive Surgical Common Stock (ISRG) 0.5 $712k 2.7k 265.47
Astrazeneca Plc-spons Adr (AZN) 0.5 $658k 9.7k 67.77
Argenx Se - Adr (ARGX) 0.4 $566k 1.5k 378.60
Elevance Health Common Stock (ELV) 0.4 $549k 1.1k 512.61
Merck & Co Common Stock (MRK) 0.4 $525k 4.7k 110.99
Vertex Pharmaceuticals Common Stock (VRTX) 0.4 $507k 1.8k 288.89
Regeneron Pharmaceuticals Common Stock (REGN) 0.3 $481k 666.00 722.22
Lvmh Moet Hennessy Louis Vui Common Stock (LVMHF) 0.3 $476k 700.00 680.00
Pfizer Common Stock (PFE) 0.3 $475k 9.3k 51.25
Humana Common Stock (HUM) 0.3 $468k 914.00 512.03
Stryker Corp Common Stock (SYK) 0.3 $462k 1.9k 244.57
Abbvie Common Stock (ABBV) 0.3 $429k 2.7k 161.52
Centene Corp Common Stock (CNC) 0.3 $425k 5.2k 81.97
Alnylam Pharmaceuticals Common Stock (ALNY) 0.3 $412k 1.7k 237.74
Agilent Technologies Common Stock (A) 0.3 $393k 2.6k 149.71
Becton Dickinson And Common Stock (BDX) 0.3 $359k 1.4k 254.07
Moderna Common Stock (MRNA) 0.2 $342k 1.9k 179.72
Expedia Common Stock (EXPE) 0.2 $324k 3.7k 87.57
Cigna Corp Common Stock (CI) 0.2 $305k 919.00 331.88
Utilities Select Sector Spdr Etp (XLU) 0.2 $292k 4.1k 70.46
Hologic Common Stock (HOLX) 0.2 $287k 3.8k 74.74
Biomarin Pharmaceutical Common Stock (BMRN) 0.2 $281k 2.7k 103.58
Molina Healthcare Common Stock (MOH) 0.2 $279k 845.00 330.18
Ascendis Pharma - Adr (ASND) 0.2 $278k 2.3k 122.14
Comm Serv Select Sector Spdr Etp (XLC) 0.2 $269k 5.6k 48.04
Acadia Pharmaceuticals Common Stock (ACAD) 0.2 $266k 17k 15.89
Black Knight Common Stock 0.2 $235k 3.8k 61.84
Shockwave Medical Common Stock 0.2 $232k 1.1k 205.49
Wuxi Biologics Cayman Common Stock (WXIBF) 0.2 $210k 3.5k 59.74
Bgc Partners Inc-cl A Common Stock 0.1 $207k 55k 3.76
Spinnova Oyj Common Stock 0.1 $202k 37k 5.44
Pagseguro Digital Ltd-cl A Common Stock (PAGS) 0.1 $101k 12k 8.78
Itau Unibanco Hldng-pref Adr (ITUB) 0.1 $101k 21k 4.72
Sberbank Pjsc - Adr 0.0 $7.0k 160k 0.04
Oi Sa- Adr (OIBZQ) 0.0 $2.0k 575k 0.00