JGP Global Gestao de Recursos as of Dec. 31, 2015
Portfolio Holdings for JGP Global Gestao de Recursos
JGP Global Gestao de Recursos holds 28 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Moody's Corporation (MCO) | 12.8 | $15M | 150k | 100.34 | |
| V.F. Corporation (VFC) | 9.8 | $12M | 186k | 62.25 | |
| Allergan | 9.3 | $11M | 35k | 312.49 | |
| Carter's (CRI) | 8.7 | $10M | 115k | 89.03 | |
| Biogen Idec (BIIB) | 8.1 | $9.5M | 31k | 306.35 | |
| Gilead Sciences (GILD) | 7.2 | $8.5M | 84k | 101.19 | |
| Ypf Sa (YPF) | 6.7 | $7.9M | 500k | 15.72 | |
| Rio Tinto (RIO) | 3.8 | $4.5M | 155k | 29.12 | |
| Alphabet Inc Class C cs (GOOG) | 3.4 | $4.0M | 5.2k | 758.82 | |
| Ambev Sa- (ABEV) | 3.3 | $3.9M | 877k | 4.46 | |
| CIGNA Corporation | 3.0 | $3.5M | 24k | 146.34 | |
| Kraft Heinz (KHC) | 2.6 | $3.1M | 42k | 72.76 | |
| Valeant Pharmaceuticals Int | 2.6 | $3.1M | 30k | 101.67 | |
| Home Depot (HD) | 2.1 | $2.5M | 19k | 132.25 | |
| priceline.com Incorporated | 1.8 | $2.2M | 1.7k | 1275.15 | |
| L Brands | 1.8 | $2.1M | 22k | 95.83 | |
| Visa (V) | 1.8 | $2.1M | 27k | 77.57 | |
| Apple (AAPL) | 1.7 | $2.0M | 19k | 105.27 | |
| Shire | 1.6 | $1.9M | 9.2k | 205.05 | |
| Wells Fargo & Company (WFC) | 1.6 | $1.8M | 34k | 54.35 | |
| Equifax (EFX) | 1.5 | $1.8M | 16k | 111.36 | |
| Anheuser-Busch InBev NV (BUD) | 1.4 | $1.6M | 13k | 125.04 | |
| Aetna | 1.1 | $1.3M | 12k | 108.09 | |
| Humana (HUM) | 0.7 | $768k | 4.3k | 178.60 | |
| Alexion Pharmaceuticals | 0.7 | $763k | 4.0k | 190.65 | |
| Walt Disney Company (DIS) | 0.6 | $725k | 6.9k | 105.12 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.3 | $417k | 11k | 37.40 | |
| Vale (VALE) | 0.1 | $56k | 17k | 3.28 |
