JGP Global Gestao de Recursos

JGP Global Gestao de Recursos as of Sept. 30, 2024

Portfolio Holdings for JGP Global Gestao de Recursos

JGP Global Gestao de Recursos holds 40 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
New Gold Common Stock (NGD) 28.6 $15M 5.1M 2.88
Stoneco Ltd-a Common Stock (STNE) 23.8 $12M 1.1M 11.26
Rhythm Pharmaceuticals Common Stock (RYTM) 5.8 $3.0M 56k 52.39
Eli Lilly & Co Common Stock (LLY) 4.1 $2.1M 2.4k 885.94
Beigene Ltd- Adr (ONC) 4.1 $2.1M 9.4k 224.51
Incyte Corp Common Stock (INCY) 3.2 $1.6M 25k 66.10
Unitedhealth Group Common Stock (UNH) 2.6 $1.3M 2.3k 584.68
Itau Unibanco Hldng-pref Adr (ITUB) 2.6 $1.3M 198k 6.65
Intuitive Surgical Common Stock (ISRG) 1.9 $949k 1.9k 491.27
Thermo Fisher Scientific Common Stock (TMO) 1.7 $880k 1.4k 618.57
Danaher Corp Common Stock (DHR) 1.3 $688k 2.5k 278.02
Stryker Corp Common Stock (SYK) 1.3 $673k 1.9k 361.26
Merck & Co Common Stock (MRK) 1.3 $647k 5.7k 113.56
Elevance Health Common Stock (ELV) 1.2 $638k 1.2k 520.00
Regeneron Pharmaceuticals Common Stock (REGN) 1.1 $567k 539.00 1051.24
Argenx Se - Adr (ARGX) 1.1 $544k 1.0k 542.08
Acadia Pharmaceuticals Common Stock (ACAD) 1.0 $533k 35k 15.38
Agnico-eagle Mines Common Stock (AEM) 1.0 $523k 6.5k 80.56
Vertex Pharmaceuticals Common Stock (VRTX) 0.9 $451k 969.00 465.08
Astrazeneca Plc-spons Adr (AZN) 0.9 $449k 5.8k 77.91
Insmed Common Stock (INSM) 0.9 $447k 6.1k 73.00
Amgen Common Stock (AMGN) 0.9 $439k 1.4k 322.21
Alnylam Pharmaceuticals Common Stock (ALNY) 0.8 $426k 1.5k 275.03
Madrigal Pharmaceuticals Common Stock (MDGL) 0.8 $423k 2.0k 212.22
Summit Therapeutics Common Stock (SMMT) 0.7 $374k 17k 21.90
Revolution Medicines Common Stock (RVMD) 0.7 $350k 7.7k 45.35
Cigna Corp Common Stock (CI) 0.6 $316k 912.00 346.44
Market Vectors Gold Miners Etp (GDX) 0.6 $313k 7.9k 39.82
Alamos Gold Inc-class A Common Stock (AGI) 0.6 $308k 16k 19.94
Boston Scientific Corp Common Stock (BSX) 0.6 $302k 3.6k 83.80
Kymera Therapeutics Common Stock (KYMR) 0.6 $284k 6.0k 47.33
Novo-nordisk A/s-spons Adr (NVO) 0.5 $259k 2.2k 119.07
Hca Holdings Common Stock (HCA) 0.5 $237k 583.00 406.43
Molina Healthcare Common Stock (MOH) 0.4 $210k 608.00 344.56
Blueprint Medicines Corp Common Stock (BPMC) 0.4 $204k 2.2k 92.50
Becton Dickinson And Common Stock (BDX) 0.4 $203k 841.00 241.10
Sigma Lithium Corp Common Stock Put Option (SGML) 0.3 $175k 5.0k 35.00
Abcellera Biologics Common Stock (ABCL) 0.1 $59k 23k 2.60
Kodiak Sciences Common Stock (KOD) 0.1 $34k 13k 2.61
Cerus Corp Common Stock (CERS) 0.1 $28k 16k 1.74