JGP Global Gestao de Recursos

JGP Global Gestao de Recursos as of Dec. 31, 2024

Portfolio Holdings for JGP Global Gestao de Recursos

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
New Gold Common Stock (NGD) 36.7 $16M 6.5M 2.48
Stoneco Ltd-a Common Stock (STNE) 13.9 $6.1M 765k 7.97
Eli Lilly & Co Common Stock (LLY) 4.2 $1.8M 2.4k 772.00
Beigene Ltd- Adr (ONC) 3.9 $1.7M 9.4k 184.71
Incyte Corp Common Stock (INCY) 3.9 $1.7M 25k 69.07
Intuitive Surgical Common Stock (ISRG) 3.3 $1.5M 2.8k 521.96
Telecom Argentina Sa-sp Adr (TEO) 1.9 $853k 68k 12.59
Banco Macro Sa- Adr (BMA) 1.9 $834k 8.6k 96.76
Grupo Financiero Galicia- Adr (GGAL) 1.9 $820k 13k 62.32
Ypf S.a.- Adr (YPF) 1.9 $817k 19k 42.51
Loma Negra Cia Ind- Adr (LOMA) 1.8 $786k 66k 11.94
Thermo Fisher Scientific Common Stock (TMO) 1.7 $740k 1.4k 520.23
Unitedhealth Group Common Stock (UNH) 1.6 $698k 1.4k 505.86
Stryker Corp Common Stock (SYK) 1.5 $670k 1.9k 360.05
Acadia Pharmaceuticals Common Stock (ACAD) 1.4 $635k 35k 18.35
Argenx Se - Adr (ARGX) 1.4 $616k 1.0k 615.00
Madrigal Pharmaceuticals Common Stock (MDGL) 1.4 $615k 2.0k 308.57
Danaher Corp Common Stock (DHR) 1.3 $567k 2.5k 229.55
Merck & Co Common Stock (MRK) 1.3 $567k 5.7k 99.48
Agnico-eagle Mines Common Stock (AEM) 1.2 $508k 6.5k 78.21
Elevance Health Common Stock (ELV) 1.0 $452k 1.2k 368.90
Insmed Common Stock (INSM) 1.0 $423k 6.1k 69.04
Vertex Pharmaceuticals Common Stock (VRTX) 0.9 $390k 968.00 402.70
Regeneron Pharmaceuticals Common Stock (REGN) 0.9 $383k 538.00 712.33
Astrazeneca Plc-spons Adr (AZN) 0.9 $378k 5.8k 65.52
Alnylam Pharmaceuticals Common Stock (ALNY) 0.8 $364k 1.5k 235.31
Amgen Common Stock (AMGN) 0.8 $355k 1.4k 260.64
Revolution Medicines Common Stock (RVMD) 0.8 $337k 7.7k 43.74
Boston Scientific Corp Common Stock (BSX) 0.7 $322k 3.6k 89.32
Summit Therapeutics Common Stock (SMMT) 0.7 $305k 17k 17.84
Rhythm Pharmaceuticals Common Stock (RYTM) 0.7 $301k 5.4k 55.98
Alamos Gold Inc-class A Common Stock (AGI) 0.6 $285k 16k 18.44
Cigna Corp Common Stock (CI) 0.6 $252k 911.00 276.14
Kymera Therapeutics Common Stock (KYMR) 0.5 $241k 6.0k 40.23
Penumbra Common Stock (PEN) 0.5 $214k 901.00 237.48
Kodiak Sciences Common Stock (KOD) 0.3 $129k 13k 9.95
Abcellera Biologics Common Stock (ABCL) 0.2 $66k 23k 2.93
Sigma Lithium Corp Common Stock Put Option (SGML) 0.1 $25k 5.0k 5.00
Cerus Corp Common Stock (CERS) 0.1 $25k 16k 1.54
Oi Sa- Adr (OIBZQ) 0.0 $13k 50k 0.26