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JGP Global Gestao de Recursos

Latest statistics and disclosures from JGP Global Gestao de Recursos's latest quarterly 13F-HR filing:

Top 5 stock holdings are BYDDF, XP, STNE, NU, NGD, and represent 71.94% of JGP Global Gestao de Recursos's stock portfolio.
Added to shares of these 10 stocks: BYDDF (+$40M), STNE (+$18M), XP (+$12M), NGD (+$6.5M), SRUUF (+$6.1M), RYTM, China Communications Servi-h, LTHCF, INTR, SPGI.
Started 20 new stock positions in China Communications Servi-h, NVO, ROIV, XOM, AGI, SRUUF, ITUB, AMZN, YPF, NGD. INTR, BYDDF, GGAL, AEM, UBS, TXT, STNE, STT, KYMR, AMGN.
Reduced shares in these 10 stocks: BYD (-$64M), NU (-$18M), DSKYF (-$17M), EWZ (-$7.0M), SGML (-$5.9M), GDX, GNMSF, REGN, HUM, .
Sold out of its positions in ABBV, A, ALNY, BYD, CNC, FCX, HCA, HUM, EWZ, Karuna Therapeutics Ord. PEN, PFE, SGML, VINP, Ubs Ag-reg.
JGP Global Gestao de Recursos was a net seller of stock by $-24M.
JGP Global Gestao de Recursos has $156M in assets under management (AUM), dropping by -6.64%.
Central Index Key (CIK): 0001536562

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Portfolio Holdings for JGP Global Gestao de Recursos

JGP Global Gestao de Recursos holds 59 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Byd Co Ltd-h Common Stock (BYDDF)	25.9	$40M	NEW	200k	201.60	View chart
Xp Inc - Class A Common Stock (XP)	19.2	$30M	+63%	1.2M	25.66	View chart
Stoneco Ltd-a Common Stock (STNE)	11.4	$18M	NEW	1.1M	16.61	View chart
Nu Holdings Ltd/cayman Isl-a Common Stock (NU)	11.2	$17M	-50%	1.5M	11.93	View chart
New Gold Common Stock (NGD)	4.2	$6.5M	NEW	3.8M	1.70	View chart
Sprott Physical Uranium Trus Closed-End Fund (SRUUF)	3.9	$6.1M	NEW	220k	27.90	View chart
Daiichi Sankyo Common Stock (DSKYF)	3.9	$6.1M	-73%	1.3k	4798.00	View chart
Rhythm Pharmaceuticals Common Stock (RYTM)	2.9	$4.6M	+1760%	106k	43.33	View chart
Lithium Ionic Corp Common Stock (LTHCF)	1.9	$3.0M	+92%	4.3M	0.71	View chart
China Communications Servi-h Common Stock	1.2	$1.8M	NEW	500k	3.65	View chart
Incyte Corp Common Stock (INCY)	1.2	$1.8M		31k	56.97	View chart
Eli Lilly & Co Common Stock (LLY)	1.1	$1.7M	-6%	2.2k	777.96	View chart
Beigene Ltd- Adr (BGNE)	1.1	$1.6M	+6%	11k	156.39	View chart
Inter & Co Inc - Cl A Common Stock (INTR)	0.8	$1.3M	NEW	229k	5.71	View chart
S&p Global Common Stock (SPGI)	0.8	$1.3M	+172%	3.0k	425.45	View chart
Unitedhealth Group Common Stock (UNH)	0.8	$1.2M	-22%	2.4k	494.70	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.5	$816k	-25%	1.4k	581.21	View chart
Intuitive Surgical Common Stock (ISRG)	0.5	$712k	-16%	1.8k	399.09	View chart
Acadia Pharmaceuticals Common Stock (ACAD)	0.4	$680k		37k	18.49	View chart
Market Vectors Gold Miners Etp (GDX)	0.4	$667k	-49%	21k	31.62	View chart
Merck & Co Common Stock (MRK)	0.4	$667k	-18%	5.1k	131.95	View chart
Elevance Health Common Stock (ELV)	0.4	$614k		1.2k	518.54	View chart
Stryker Corp Common Stock (SYK)	0.4	$612k	-5%	1.7k	357.87	View chart
Jacobs Solutions Common Stock (J)	0.4	$556k	+82%	3.6k	153.73	View chart
Ypf S.a.- Adr (YPF)	0.3	$495k	NEW	25k	19.80	View chart
Danaher Corp Common Stock (DHR)	0.3	$470k	-33%	1.9k	249.72	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.3	$442k	-29%	1.1k	418.01	View chart
Biomarin Pharmaceutical Common Stock (BMRN)	0.2	$369k	+34%	4.2k	87.34	View chart
Madrigal Pharmaceuticals Common Stock (MDGL)	0.2	$356k	+2%	1.3k	267.04	View chart
Argenx Se - Adr (ARGX)	0.2	$353k	-10%	896.00	393.72	View chart
Ubs Ag-reg Common Stock (UBS)	0.2	$329k	NEW	11k	30.72	View chart
Regeneron Pharmaceuticals Common Stock (REGN)	0.2	$321k	-59%	333.00	962.49	View chart
Molina Healthcare Common Stock (MOH)	0.2	$320k	-14%	778.00	410.83	View chart
Astrazeneca Plc-spons Adr (AZN)	0.2	$318k	-52%	4.7k	67.75	View chart
Amgen Common Stock (AMGN)	0.2	$301k	NEW	1.1k	284.32	View chart
Exxon Mobil Corp Common Stock (XOM)	0.2	$292k	NEW	2.5k	116.24	View chart
State Street Corp Common Stock (STT)	0.2	$288k	NEW	3.7k	77.32	View chart
Immunocore Holdings Plc- Adr (IMCR)	0.2	$276k	+26%	4.3k	65.00	View chart
Amazon.com Common Stock (AMZN)	0.2	$276k	NEW	1.5k	180.38	View chart
Shell Plc- Adr (SHEL)	0.2	$267k		4.0k	67.04	View chart
Grupo Financiero Galicia- Adr (GGAL)	0.2	$254k	NEW	10k	25.42	View chart
Cigna Corp Common Stock (CI)	0.2	$234k	-24%	643.00	363.19	View chart
Alamos Gold Inc-class A Common Stock (AGI)	0.1	$228k	NEW	16k	14.75	View chart
Agnico-eagle Mines Common Stock (AEM)	0.1	$225k	NEW	3.8k	59.65	View chart
Genmab A/s Common Stock (GNMSF)	0.1	$221k	-72%	106.00	2084.00	View chart
Novo-nordisk A/s-spons Adr (NVO)	0.1	$214k	NEW	1.7k	128.40	View chart
Kymera Therapeutics Common Stock (KYMR)	0.1	$208k	NEW	5.2k	40.20	View chart
Becton Dickinson And Common Stock (BDX)	0.1	$203k	-40%	822.00	247.45	View chart
Itau Unibanco Hldng-pref Adr (ITUB)	0.1	$121k	NEW	18k	6.93	View chart
Roivant Sciences Common Stock (ROIV)	0.1	$106k	NEW	10k	10.54	View chart
Abcellera Biologics Common Stock (ABCL)	0.1	$81k	+2%	18k	4.53	View chart
Kodiak Sciences Common Stock (KOD)	0.1	$79k		15k	5.26	View chart
Spinnova Oyj Common Stock	0.0	$59k		34k	1.74	View chart
Biocryst Pharmaceuticals Common Stock (BCRX)	0.0	$55k	+2%	11k	5.08	View chart
Cerus Corp Common Stock (CERS)	0.0	$28k	+2%	15k	1.89	View chart
Textron Common Stock Put Option (TXT)	0.0	$25k	NEW	2.0k	12.50	View chart
Dbv Technologies Sa- Adr (DBVT)	0.0	$8.9k	+2%	12k	0.75	View chart
Oi Sa- Adr (OIBZQ)	0.0	$460.000000		575k	0.00	View chart
Sberbank Pjsc - Adr	0.0	$0		160k	0.00	View chart

Past Filings by JGP Global Gestao de Recursos

SEC 13F filings are viewable for JGP Global Gestao de Recursos going back to 2014

JGP Global Gestao de Recursos 2024 Q1 filed May 9, 2024
JGP Global Gestao de Recursos 2023 Q4 filed Jan. 19, 2024
JGP Global Gestao de Recursos 2023 Q3 filed Nov. 1, 2023
JGP Global Gestao de Recursos 2023 Q2 filed Aug. 4, 2023
JGP Global Gestao de Recursos 2023 Q1 filed May 5, 2023
JGP Global Gestao de Recursos 2022 Q4 filed Jan. 25, 2023
JGP Global Gestao de Recursos 2022 Q3 filed Nov. 4, 2022
JGP Global Gestao de Recursos 2022 Q2 filed Aug. 1, 2022
JGP Global Gestao de Recursos 2022 Q1 filed May 5, 2022
JGP Global Gestao de Recursos 2021 Q4 filed Feb. 3, 2022
JGP Global Gestao de Recursos 2021 Q3 filed Nov. 4, 2021
JGP Global Gestao de Recursos 2021 Q2 filed Aug. 9, 2021
JGP Global Gestao de Recursos 2021 Q1 filed May 11, 2021
JGP Global Gestao de Recursos 2020 Q4 filed Jan. 27, 2021
JGP Global Gestao de Recursos 2020 Q3 filed Nov. 12, 2020
JGP Global Gestao de Recursos 2020 Q2 filed Aug. 10, 2020

View all past filings

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