JGP Global Gestao de Recursos

JGP Global Gestao de Recursos as of Dec. 31, 2023

Portfolio Holdings for JGP Global Gestao de Recursos

JGP Global Gestao de Recursos holds 54 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Byd Co Ltd-h Common Stock (BYD) 38.6 $64M 300k 214.40
Nu Holdings Ltd/cayman Isl-a Common Stock (NU) 14.9 $25M 3.0M 8.33
Daiichi Sankyo Common Stock (DSKYF) 11.3 $19M 4.8k 3872.00
Xp Inc - Class A Common Stock (XP) 11.1 $19M 713k 26.07
Ishares Msci Brazil Capped E Etp (EWZ) 4.2 $7.0M 200k 34.96
Sigma Lithium Corp Common Stock (SGML) 3.5 $5.9M 186k 31.53
Lithium Ionic Corp Common Stock (LTHCF) 2.3 $3.9M 2.2M 1.75
Incyte Corp Common Stock (INCY) 1.2 $2.0M 31k 62.79
Beigene Ltd- Adr (ONC) 1.1 $1.8M 9.8k 180.36
Unitedhealth Group Common Stock (UNH) 1.0 $1.6M 3.1k 526.47
Eli Lilly & Co Common Stock (LLY) 0.8 $1.4M 2.3k 582.92
Market Vectors Gold Miners Etp (GDX) 0.8 $1.3M 42k 31.01
Acadia Pharmaceuticals Common Stock (ACAD) 0.7 $1.1M 36k 31.31
Thermo Fisher Scientific Common Stock (TMO) 0.6 $994k 1.9k 530.79
Genmab A/s Common Stock (GNMSF) 0.5 $841k 390.00 2155.00
Intuitive Surgical Common Stock (ISRG) 0.4 $724k 2.1k 337.36
Regeneron Pharmaceuticals Common Stock (REGN) 0.4 $718k 817.00 878.29
Merck & Co Common Stock (MRK) 0.4 $673k 6.2k 109.02
Astrazeneca Plc-spons Adr (AZN) 0.4 $658k 9.8k 67.35
Danaher Corp Common Stock (DHR) 0.4 $652k 2.8k 231.34
Vertex Pharmaceuticals Common Stock (VRTX) 0.4 $607k 1.5k 406.89
Elevance Health Common Stock (ELV) 0.3 $561k 1.2k 471.56
Stryker Corp Common Stock (SYK) 0.3 $540k 1.8k 299.46
S&p Global Common Stock (SPGI) 0.3 $485k 1.1k 440.52
Humana Common Stock (HUM) 0.2 $380k 831.00 457.81
Argenx Se - Adr (ARGX) 0.2 $379k 996.00 380.43
Agilent Technologies Common Stock (A) 0.2 $367k 2.6k 139.03
Alnylam Pharmaceuticals Common Stock (ALNY) 0.2 $354k 1.9k 191.41
Becton Dickinson And Common Stock (BDX) 0.2 $336k 1.4k 243.83
Vinci Partners Investments-a Common Stock (VINP) 0.2 $332k 30k 10.95
Ubs Ag-reg Common Stock 0.2 $331k 11k 30.90
Molina Healthcare Common Stock (MOH) 0.2 $329k 910.00 361.31
Abbvie Common Stock (ABBV) 0.2 $320k 2.1k 154.97
Biomarin Pharmaceutical Common Stock (BMRN) 0.2 $302k 3.1k 96.42
Madrigal Pharmaceuticals Common Stock (MDGL) 0.2 $302k 1.3k 231.38
Centene Corp Common Stock (CNC) 0.2 $295k 4.0k 74.21
Freeport-mcmoran Copper Common Stock (FCX) 0.2 $293k 6.9k 42.57
Shell Plc- Adr (SHEL) 0.2 $262k 4.0k 65.80
Rhythm Pharmaceuticals Common Stock (RYTM) 0.2 $262k 5.7k 45.97
Jacobs Solutions Common Stock (J) 0.2 $258k 2.0k 129.80
Cigna Corp Common Stock (CI) 0.2 $255k 850.00 299.45
Pfizer Common Stock (PFE) 0.1 $247k 8.6k 28.79
Immunocore Holdings Plc- Adr (IMCR) 0.1 $230k 3.4k 68.32
Karuna Therapeutics Common Stock 0.1 $222k 701.00 316.51
Penumbra Common Stock (PEN) 0.1 $207k 824.00 251.54
Hca Holdings Common Stock (HCA) 0.1 $205k 757.00 270.68
Oi Sa- Adr (OIBZQ) 0.1 $104k 575k 0.18
Abcellera Biologics Common Stock (ABCL) 0.1 $100k 17k 5.71
Spinnova Oyj Common Stock 0.0 $82k 34k 2.40
Biocryst Pharmaceuticals Common Stock (BCRX) 0.0 $64k 11k 5.99
Kodiak Sciences Common Stock (KOD) 0.0 $46k 15k 3.04
Cerus Corp Common Stock (CERS) 0.0 $31k 14k 2.16
Dbv Technologies Sa- Adr 0.0 $11k 12k 0.95
Sberbank Pjsc - Adr 0.0 $0 160k 0.00