HoldingsChannel.com
JGP Global Gestao de Recursos Ltda. Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
MERCADOLIBRE INC      $54,935
     MELI99,820+62,460$55,024
     Put50+50$218
     Call45+45$129
PAGSEGURO DIGITAL LTD CL A 538,558 +113,558 $24,941
     PAGS538,558+113,558$24,941
WELLS FARGO & CO      $20,068
     WFC400,000+400,000$20,176
     Put4,000+4,000$108
AVON PRODUCTS INC 3,884,427 +1,184,427 $17,091
     AVP3,884,427+1,184,427$17,091
STONECO LTD A 464,360 +464,360 $16,150
     STNE464,360+464,360$16,150
AFYA LTD CLASS A 310,496 +310,496 $7,961
     AFYA310,496+310,496$7,961
OI SA ADR      $3,316
     OIBR.C3,014,562-169,997$3,316
ISHARES MSCI EMERGING MARKET (EEM)      $3,246
     EEM80,000+80,000$3,270
     Put3,000+3,000$24
SEATTLE GENETICS INC 23,170 +5,185 $1,979
     SGEN23,170+5,185$1,979
ANHEUSER BUSCH INBEV SPN ADR 17,602 +17,602 $1,675
     BUD17,602+17,602$1,675
MSCI INC 6,528 +6,528 $1,421
     MSCI6,528+6,528$1,421
UNITEDHEALTH GROUP INC 6,202 +120 $1,348
     UNH6,202+120$1,348
INCYTE CORP 17,505 +3,519 $1,299
     INCY17,505+3,519$1,299
INTUITIVE SURGICAL INC 2,270 +44 $1,226
     ISRG2,270+44$1,226
BECTON DICKINSON AND CO 4,407 +90 $1,115
     BDX4,407+90$1,115
HOME DEPOT INC 4,399 +4,399 $1,021
     HD4,399+4,399$1,021
VALE SA SP ADR 87,526 -1,304,348 $1,007
     VALE87,526-1,304,348$1,007
THERMO FISHER SCIENTIFIC INC 3,016 +59 $878
     TMO3,016+59$878
VERTEX PHARMACEUTICALS INC 5,085 +99 $862
     VRTX5,085+99$862
TJX Cost Inc New 15,258 +15,258 $850
     TJX15,258+15,258$850
DOLLAR TREE INC 7,056 +7,056 $806
     DLTR7,056+7,056$806
CBOE GLOBAL MARKETS INC 6,920 +6,920 $795
     CBOE6,920+6,920$795
ACADIA PHARMACEUTICALS INC 21,796 +4,099 $784
     ACAD21,796+4,099$784
STRYKER CORP 3,453 +68 $747
     SYK3,453+68$747
ALEXION PHARMACEUTICALS INC 7,465 +941 $731
     ALXN7,465+941$731
BEIGENE LTD ADR 5,585 +1,220 $684
     BGNE5,585+1,220$684
ALPHABET INC CL C 500 +500 $610
     GOOG500+500$610
MONDELEZ INTERNATIONAL INC A 10,648 +10,648 $589
     MDLZ10,648+10,648$589
ANTHEM INC 2,446 +47 $587
     ANTM2,446+47$587
PFIZER INC 16,030 +310 $576
     PFE16,030+310$576
CSX CORP      $570
     CSX7,907+7,907$548
     Call300+300$22
DANAHER CORP 3,718 +74 $537
     DHR3,718+74$537
AGILENT TECHNOLOGIES INC 6,838 +134 $524
     A6,838+134$524
SAGE THERAPEUTICS INC 3,601 +71 $505
     SAGE3,601+71$505
ISHARES RUSSELL 1000 VALUE E (IWD) 3,913 +3,913 $502
     IWD3,913+3,913$502
CIGNA CORP 3,294 +65 $500
     CI3,294+65$500
FACEBOOK INC A 2,600 -47,400 $463
     FB2,600-47,400$463
NORFOLK SOUTHERN CORP 2,520 +2,520 $453
     NSC2,520+2,520$453
ELI LILLY & CO 4,036 +79 $451
     LLY4,036+79$451
HCA HOLDINGS INC 3,387 +67 $408
     HCA3,387+67$408
LABORATORY CRP OF AMER HLDGS 2,317 +2,317 $389
     LH2,317+2,317$389
AMARIN CORP PLC ADR 24,915 +4,490 $378
     AMRN24,915+4,490$378
FAIR ISAAC CORP 1,231 +1,231 $374
     FICO1,231+1,231$374
BIOMARIN PHARMACEUTICAL INC 5,478 +809 $369
     BMRN5,478+809$369
MERCK & CO. INC. 4,148 +81 $349
     MRK4,148+81$349
ASTRAZENECA PLC SPONS ADR 7,585 +153 $338
     AZN7,585+153$338
ASCENDIS PHARMA ADR 3,360 +379 $324
     ASND3,360+379$324
HOLOGIC INC 6,059 +118 $306
     HOLX6,059+118$306
HUMANA INC 1,141 +22 $292
     HUM1,141+22$292
GENOMIC HEALTH INC 4,266 +4,266 $289
     GHDX4,266+4,266$289

See Full List: All Stocks Held By JGP Global Gestao de Recursos Ltda.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By JGP Global Gestao de Recursos Ltda.

Size ($ in 1000's)
At 09/30/2019: $180,870
At 06/30/2019: $254,215

JGP Global Gestao de Recursos Ltda. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from JGP Global Gestao de Recursos Ltda. 13F filings. Link to 13F filings: SEC filings

JGP Global Gestao de Recursos Ltda. Top Holdings 13F Filings | www.HoldingsChannel.com

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