JGP Global Gestao de Recursos

JGP Global Gestao de Recursos as of March 31, 2025

Portfolio Holdings for JGP Global Gestao de Recursos

JGP Global Gestao de Recursos holds 35 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Stoneco Ltd-a Common Stock (STNE) 35.8 $47M 4.5M 10.48
New Gold Common Stock (NGD) 30.3 $40M 11M 3.71
Abrdn Physical Platinum Shrs Etp (PPLT) 9.8 $13M 140k 91.37
Xp Inc - Class A Common Stock (XP) 8.4 $11M 795k 13.75
Capri Holdings Common Stock 2.9 $3.8M 190k 19.73
Beigene Ltd- Adr (ONC) 2.5 $3.3M 12k 272.17
Prosus Nv - Adr (PROSY) 1.9 $2.4M 264k 9.26
Incyte Corp Common Stock (INCY) 0.9 $1.2M 19k 60.55
Eli Lilly & Co Common Stock (LLY) 0.8 $1.1M 1.3k 825.91
Softbank Group Corp-unsp Adr (SFTBY) 0.7 $932k 37k 25.22
Agnico-eagle Mines Common Stock (AEM) 0.5 $704k 6.5k 108.41
Abbvie Common Stock (ABBV) 0.5 $703k 3.4k 209.52
Unitedhealth Group Common Stock (UNH) 0.4 $517k 987.00 523.75
Acadia Pharmaceuticals Common Stock (ACAD) 0.3 $448k 27k 16.61
Abbott Laboratories Common Stock (ABT) 0.3 $444k 3.3k 132.65
Alamos Gold Inc-class A Common Stock (AGI) 0.3 $413k 16k 26.74
Madrigal Pharmaceuticals Common Stock (MDGL) 0.3 $411k 1.2k 331.23
Bristol-myers Squibb Common Stock (BMY) 0.3 $411k 6.7k 60.99
Intuitive Surgical Common Stock (ISRG) 0.3 $404k 815.00 495.27
Johnson & Johnson Common Stock (JNJ) 0.3 $384k 2.3k 165.84
Thermo Fisher Scientific Common Stock (TMO) 0.3 $381k 765.00 497.60
Boston Scientific Corp Common Stock (BSX) 0.3 $360k 3.6k 100.88
Zoetis Common Stock (ZTS) 0.2 $324k 2.0k 164.65
Summit Therapeutics Common Stock (SMMT) 0.2 $296k 15k 19.29
Gilead Sciences Common Stock (GILD) 0.2 $286k 2.6k 112.05
Vertex Pharmaceuticals Common Stock (VRTX) 0.2 $283k 583.00 484.82
Danaher Corp Common Stock (DHR) 0.2 $278k 1.4k 205.00
Insmed Common Stock (INSM) 0.2 $240k 3.1k 76.29
Mckesson Corp Common Stock (MCK) 0.2 $209k 311.00 672.99
Rhythm Pharmaceuticals Common Stock (RYTM) 0.2 $203k 3.8k 52.97
Taiwan Semiconductor-sp Adr Call Option (TSM) 0.0 $48k 150.00 320.00
Abcellera Biologics Common Stock (ABCL) 0.0 $39k 17k 2.23
Kodiak Sciences Common Stock (KOD) 0.0 $31k 11k 2.81
Cerus Corp Common Stock (CERS) 0.0 $17k 12k 1.39
Oi Sa- Adr (OIBZQ) 0.0 $13k 50k 0.26