JGP Global Gestao de Recursos

JGP Global Gestao de Recursos as of June 30, 2024

Portfolio Holdings for JGP Global Gestao de Recursos

JGP Global Gestao de Recursos holds 41 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Stoneco Ltd-a Common Stock (STNE) 30.8 $24M 2.0M 11.99
Nu Holdings Ltd/cayman Isl-a Common Stock (NU) 20.1 $16M 1.2M 12.89
China Communications Servi-h Common Stock (CUCSF) 16.0 $13M 3.0M 4.21
Daiichi Sankyo Common Stock (DSKYF) 8.8 $7.0M 1.3k 5524.00
S&p Global Common Stock (SPGI) 2.8 $2.2M 5.0k 446.00
Eli Lilly & Co Common Stock (LLY) 2.5 $1.9M 2.2k 905.38
Incyte Corp Common Stock (INCY) 2.4 $1.9M 31k 60.62
Beigene Ltd- Adr (BGNE) 1.9 $1.5M 11k 142.67
Unitedhealth Group Common Stock (UNH) 1.6 $1.2M 2.4k 509.26
Intuitive Surgical Common Stock (ISRG) 1.0 $785k 1.8k 444.85
Thermo Fisher Scientific Common Stock (TMO) 1.0 $768k 1.4k 553.00
Elevance Health Common Stock (ELV) 0.8 $634k 1.2k 541.86
Merck & Co Common Stock (MRK) 0.8 $618k 5.0k 123.80
Acadia Pharmaceuticals Common Stock (ACAD) 0.8 $597k 37k 16.25
Stryker Corp Common Stock (SYK) 0.7 $575k 1.7k 340.25
Vertex Pharmaceuticals Common Stock (VRTX) 0.6 $490k 1.0k 468.72
Danaher Corp Common Stock (DHR) 0.6 $465k 1.9k 249.85
Agnico-eagle Mines Common Stock (AEM) 0.5 $425k 6.5k 65.40
Argenx Se - Adr (ARGX) 0.5 $381k 887.00 430.04
Lithium Ionic Corp Common Stock (LTHCF) 0.5 $378k 713k 0.53
Madrigal Pharmaceuticals Common Stock (MDGL) 0.5 $374k 1.3k 280.16
Astrazeneca Plc-spons Adr (AZN) 0.5 $361k 4.6k 77.99
Exxon Mobil Corp Common Stock (XOM) 0.4 $353k 3.1k 115.12
Biomarin Pharmaceutical Common Stock (BMRN) 0.4 $347k 4.2k 82.33
Regeneron Pharmaceuticals Common Stock (REGN) 0.4 $346k 329.00 1051.03
Amgen Common Stock (AMGN) 0.4 $327k 1.0k 312.45
Alnylam Pharmaceuticals Common Stock (ALNY) 0.4 $300k 1.2k 243.00
Alamos Gold Inc-class A Common Stock (AGI) 0.3 $242k 16k 15.68
New Gold Common Stock (NGD) 0.3 $241k 124k 1.95
Rhythm Pharmaceuticals Common Stock (RYTM) 0.3 $239k 5.8k 41.06
Novo-nordisk A/s-spons Adr (NVO) 0.3 $235k 1.6k 142.74
Molina Healthcare Common Stock (MOH) 0.3 $229k 769.00 297.30
Cigna Corp Common Stock (CI) 0.3 $210k 636.00 330.57
Roivant Sciences Common Stock (ROIV) 0.1 $106k 10k 10.57
Biocryst Pharmaceuticals Common Stock (BCRX) 0.1 $67k 11k 6.18
Spinnova Oyj Common Stock 0.1 $55k 34k 1.60
Abcellera Biologics Common Stock (ABCL) 0.1 $53k 18k 2.96
Kodiak Sciences Common Stock (KOD) 0.0 $35k 15k 2.35
Cerus Corp Common Stock (CERS) 0.0 $26k 15k 1.76
Oi Sa- Adr (OIBZQ) 0.0 $1.5k 575k 0.00
Sberbank Pjsc - Adr 0.0 $0 160k 0.00