HoldingsChannel.com
| Entity | Amount | Change
12/31/2019 to 03/31/2020 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MARKET VECTORS GOLD MINERS |
$43,923 | ||
| GDX | 1,500,000 | UNCH | $43,920 |
| Call | 800 | +800 | $3 |
 MERCADOLIBRE INC |
62,035 | -34,059 | $30,309 |
| MELI | 62,035 | -34,059 | $30,309 |
| ARCO PLATFORM LTD CLASS A |
543,768 | +153,657 | $23,737 |
| ARCE | 543,768 | +153,657 | $23,737 |
| XP INC CLASS A |
592,921 | UNCH | $22,839 |
| XP | 592,921 | UNCH | $22,839 |
| ENERGY SELECT SECTOR SPDR (XLE) |
350,000 | UNCH | $21,014 |
| XLE | 350,000 | UNCH | $21,014 |
| VALE SA SP ADR |
1,924,003 | +1,924,003 | $15,950 |
| VALE | 1,924,003 | +1,924,003 | $15,950 |
| ISHARES MSCI BRAZIL CAPPED E (EWZ) |
365,000 | +365,000 | $8,599 |
| EWZ | 365,000 | +365,000 | $8,599 |
| AFYA LTD CLASS A |
409,037 | +409,037 | $8,203 |
| STNE | 409,037 | +409,037 | $8,203 |
| ARCOS DORADOS HOLDINGS INC A |
936,772 | UNCH | $7,588 |
| ARCO | 936,772 | UNCH | $7,588 |
| PAGSEGURO DIGITAL LTD CL A |
382,128 | -298,141 | $7,387 |
| PAGS | 382,128 | -298,141 | $7,387 |
| BARRICK GOLD |
200,000 | +200,000 | $3,664 |
| GOLD | 200,000 | +200,000 | $3,664 |
| UNITEDHEALTH GROUP INC |
10,955 | +4,677 | $3,012 |
| UNH | 10,955 | +4,677 | $3,012 |
| AMAZON.COM INC |
1,617 | UNCH | $2,988 |
| AMZN | 1,617 | UNCH | $2,988 |
| SEATTLE GENETICS INC |
23,525 | +235 | $2,714 |
| SGEN | 23,525 | +235 | $2,714 |
| EXPEDIA INC |
22,793 | UNCH | $2,465 |
| EXPE | 22,793 | UNCH | $2,465 |
| VERTEX PHARMACEUTICALS INC |
9,936 | +4,789 | $2,267 |
| VRTX | 9,936 | +4,789 | $2,267 |
| THERMO FISHER SCIENTIFIC INC |
5,932 | +2,879 | $1,808 |
| TMO | 5,932 | +2,879 | $1,808 |
| FIDELITY NATIONAL INFO SERV |
11,738 | UNCH | $1,633 |
| FIS | 11,738 | UNCH | $1,633 |
| COMCAST CORP CLASS A |
35,116 | UNCH | $1,579 |
| CMCSA | 35,116 | UNCH | $1,579 |
| WALT DISNEY CO THE |
10,300 | UNCH | $1,490 |
| DIS | 10,300 | UNCH | $1,490 |
| STRYKER CORP |
6,729 | +3,234 | $1,272 |
| SYK | 6,729 | +3,234 | $1,272 |
| INCYTE CORP |
16,971 | -730 | $1,243 |
| INCY | 16,971 | -730 | $1,243 |
| OI SA ADR |
$1,224 | ||
| OIBR.C | 2,788,720 | -325,842 | $1,224 |
| INTUITIVE SURGICAL INC |
2,095 | -203 | $1,037 |
| ISRG | 2,095 | -203 | $1,037 |
| ACADIA PHARMACEUTICALS INC |
22,847 | +884 | $965 |
| ACAD | 22,847 | +884 | $965 |
| VIACOMCBS INC CLASS B |
22,565 | UNCH | $947 |
| CBS | 22,565 | UNCH | $947 |
| BECTON DICKINSON AND CO |
4,118 | -343 | $946 |
| BDX | 4,118 | -343 | $946 |
| TELEFLEX INC |
671 | UNCH | $734 |
| TFX | 671 | UNCH | $734 |
| BEIGENE LTD ADR |
5,550 | -103 | $683 |
| BGNE | 5,550 | -103 | $683 |
| ALEXION PHARMACEUTICALS INC |
6,486 | -1,063 | $582 |
| ALXN | 6,486 | -1,063 | $582 |
| DANAHER CORP |
3,593 | -170 | $497 |
| DHR | 3,593 | -170 | $497 |
| AMGEN INC |
2,432 | +1,192 | $493 |
| AMGN | 2,432 | +1,192 | $493 |
| REGENERON PHARMACEUTICALS |
950 | -75 | $464 |
| REGN | 950 | -75 | $464 |
| BIOMARIN PHARMACEUTICAL INC |
5,326 | -212 | $450 |
| BMRN | 5,326 | -212 | $450 |
| CENTENE CORP |
7,422 | +977 | $441 |
| CNC | 7,422 | +977 | $441 |
| CIGNA CORP |
2,357 | -977 | $418 |
| CI | 2,357 | -977 | $418 |
| ASCENDIS PHARMA ADR |
3,675 | +270 | $414 |
| ASND | 3,675 | +270 | $414 |
| BRISTOL MYERS SQUIBB CO |
6,824 | +264 | $380 |
| BMY | 6,824 | +264 | $380 |
| AGILENT TECHNOLOGIES INC |
5,021 | -1,900 | $360 |
| A | 5,021 | -1,900 | $360 |
| MERCK & CO. INC. |
4,428 | +229 | $341 |
| MRK | 4,428 | +229 | $341 |
| ASTRAZENECA PLC SPONS ADR |
7,482 | -196 | $334 |
| AZN | 7,482 | -196 | $334 |
| HUMANA INC |
1,056 | -99 | $332 |
| HUM | 1,056 | -99 | $332 |
| DEXCOM INC |
1,206 | +1,206 | $325 |
| DXCM | 1,206 | +1,206 | $325 |
| WELLCARE HEALTH PLANS INC |
969 | UNCH | $320 |
| WCG | 969 | UNCH | $320 |
| SAREPTA THERAPEUTICS INC |
2,475 | UNCH | $319 |
| SRPT | 2,475 | UNCH | $319 |
| ABBVIE INC |
4,097 | +4,097 | $312 |
| ABBV | 4,097 | +4,097 | $312 |
| ANTHEM INC |
1,338 | -1,138 | $304 |
| ANTM | 1,338 | -1,138 | $304 |
| HCA HOLDINGS INC |
3,373 | -55 | $303 |
| HCA | 3,373 | -55 | $303 |
| ELI LILLY & CO |
1,935 | -2,150 | $268 |
| LLY | 1,935 | -2,150 | $268 |
| NEUROCRINE BIOSCIENCES INC |
3,047 | -87 | $264 |
| NBIX | 3,047 | -87 | $264 |
See Full List: All Stocks Held By JGP Global Gestao de Recursos Ltda.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By JGP Global Gestao de Recursos Ltda.
|
Size ($ in 1000's)
At 03/31/2020: $230,715 At 12/31/2019: $281,986 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 |
