JGP Global Gestao de Recursos

JGP Global Gestao de Recursos as of June 30, 2023

Portfolio Holdings for JGP Global Gestao de Recursos

JGP Global Gestao de Recursos holds 59 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Xp Inc - Class A Common Stock (XP) 35.9 $52M 2.2M 23.46
Daiichi Sankyo Common Stock (DSKYF) 15.3 $22M 4.8k 4550.00
Activision Blizzard Common Stock 7.1 $10M 122k 84.30
Nvidia Corp Common Stock (NVDA) 4.8 $6.9M 16k 423.02
Sigma Lithium Corp Common Stock (SGML) 4.5 $6.5M 160k 40.30
Microsoft Corp Common Stock (MSFT) 3.9 $5.6M 17k 340.54
Lithium Ionic Corp Common Stock (LTHCF) 3.8 $5.4M 2.2M 2.47
Seagen Common Stock 2.4 $3.4M 18k 192.46
Nu Holdings Ltd/cayman Isl-a Common Stock (NU) 1.4 $2.0M 253k 7.89
Alphabet Inc-cl C Common Stock (GOOG) 1.3 $1.8M 15k 120.97
Albemarle Corp Common Stock (ALB) 1.1 $1.6M 7.2k 223.09
Eli Lilly & Co Common Stock (LLY) 1.1 $1.6M 3.4k 468.98
Unitedhealth Group Common Stock (UNH) 1.1 $1.5M 3.2k 480.64
CRH PLC- Adr 1.0 $1.4M 25k 55.73
Quimica Y Minera Chil-sp Adr (SQM) 0.9 $1.2M 17k 72.62
Ishares Expanded Tech-softwa Etp (IGV) 0.7 $1.0M 3.0k 345.91
Genmab A/s Common Stock (GNMSF) 0.7 $1.0M 390.00 2580.00
Thermo Fisher Scientific Common Stock (TMO) 0.7 $991k 1.9k 521.75
Novo-nordisk A/s-spons Adr (NVO) 0.7 $971k 6.0k 161.83
Mercadolibre Common Stock (MELI) 0.5 $782k 660.00 1184.60
Incyte Corp Common Stock (INCY) 0.5 $776k 13k 62.25
Market Vectors Gold Miners Etp (GDX) 0.5 $770k 26k 30.11
Beigene Ltd- Adr 0.5 $746k 4.2k 178.30
Intuitive Surgical Common Stock (ISRG) 0.5 $744k 2.2k 341.94
Merck & Co Common Stock (MRK) 0.5 $723k 6.3k 115.39
Astrazeneca Plc-spons Adr (AZN) 0.5 $709k 9.9k 71.57
Danaher Corp Common Stock (DHR) 0.5 $686k 2.9k 240.00
Walt Disney Co/the Common Stock (DIS) 0.4 $625k 7.0k 89.28
Regeneron Pharmaceuticals Common Stock (REGN) 0.4 $594k 827.00 718.54
Stryker Corp Common Stock (SYK) 0.4 $558k 1.8k 305.09
Elevance Health Common Stock (ELV) 0.4 $536k 1.2k 444.29
Vertex Pharmaceuticals Common Stock (VRTX) 0.4 $532k 1.5k 351.91
Union Pacific Corp Common Stock (UNP) 0.4 $512k 2.5k 204.62
Argenx Se - Adr (ARGX) 0.3 $501k 1.3k 389.73
Arista Networks Common Stock (ANET) 0.3 $486k 3.0k 162.06
Acadia Pharmaceuticals Common Stock (ACAD) 0.3 $392k 16k 23.95
Blackrock Common Stock 0.3 $380k 550.00 691.14
Humana Common Stock (HUM) 0.3 $376k 841.00 447.13
Becton Dickinson And Common Stock (BDX) 0.3 $369k 1.4k 264.01
Alnylam Pharmaceuticals Common Stock (ALNY) 0.2 $356k 1.9k 189.94
Taiwan Semiconductor-sp Adr (TSM) 0.2 $353k 3.5k 100.92
Amazon.com Common Stock (AMZN) 0.2 $352k 2.7k 130.36
Cadence Design Sys Common Stock (CDNS) 0.2 $328k 1.4k 234.52
Agilent Technologies Common Stock (A) 0.2 $322k 2.7k 120.25
Pfizer Common Stock (PFE) 0.2 $319k 8.7k 36.68
Itau Unibanco Hldng-pref Adr (ITUB) 0.2 $295k 50k 5.90
Apple Common Stock (AAPL) 0.2 $291k 1.5k 193.97
Penumbra Common Stock (PEN) 0.2 $287k 834.00 344.06
Abbvie Common Stock (ABBV) 0.2 $282k 2.1k 134.73
Molina Healthcare Common Stock (MOH) 0.2 $278k 923.00 301.24
Centene Corp Common Stock (CNC) 0.2 $272k 4.0k 67.45
Cigna Corp Common Stock (CI) 0.2 $242k 862.00 280.60
Biomarin Pharmaceutical Common Stock (BMRN) 0.2 $235k 2.7k 86.68
Hca Holdings Common Stock (HCA) 0.2 $233k 767.00 303.48
Ishares Msci South Korea Cap Etp (EWY) 0.2 $222k 3.5k 63.38
Ascendis Pharma - Adr (ASND) 0.1 $207k 2.3k 89.25
Spinnova Oyj Common Stock 0.1 $182k 37k 4.91
Sberbank Pjsc - Adr 0.0 $7.2k 160k 0.05
Oi Sa- Adr (OIBZQ) 0.0 $2.1k 575k 0.00