HoldingsChannel.com
JGP Global Gestao de Recursos Ltda. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
MARKET VECTORS GOLD MINERS      $43,923
     GDX1,500,000UNCH$43,920
     Call800+800$3
MERCADOLIBRE INC 62,035 -34,059 $30,309
     MELI62,035-34,059$30,309
ARCO PLATFORM LTD CLASS A 543,768 +153,657 $23,737
     ARCE543,768+153,657$23,737
XP INC CLASS A 592,921 UNCH $22,839
     XP592,921UNCH$22,839
ENERGY SELECT SECTOR SPDR (XLE) 350,000 UNCH $21,014
     XLE350,000UNCH$21,014
VALE SA SP ADR 1,924,003 +1,924,003 $15,950
     VALE1,924,003+1,924,003$15,950
ISHARES MSCI BRAZIL CAPPED E (EWZ) 365,000 +365,000 $8,599
     EWZ365,000+365,000$8,599
AFYA LTD CLASS A 409,037 +409,037 $8,203
     STNE409,037+409,037$8,203
ARCOS DORADOS HOLDINGS INC A 936,772 UNCH $7,588
     ARCO936,772UNCH$7,588
PAGSEGURO DIGITAL LTD CL A 382,128 -298,141 $7,387
     PAGS382,128-298,141$7,387
BARRICK GOLD 200,000 +200,000 $3,664
     GOLD200,000+200,000$3,664
UNITEDHEALTH GROUP INC 10,955 +4,677 $3,012
     UNH10,955+4,677$3,012
AMAZON.COM INC 1,617 UNCH $2,988
     AMZN1,617UNCH$2,988
SEATTLE GENETICS INC 23,525 +235 $2,714
     SGEN23,525+235$2,714
EXPEDIA INC 22,793 UNCH $2,465
     EXPE22,793UNCH$2,465
VERTEX PHARMACEUTICALS INC 9,936 +4,789 $2,267
     VRTX9,936+4,789$2,267
THERMO FISHER SCIENTIFIC INC 5,932 +2,879 $1,808
     TMO5,932+2,879$1,808
FIDELITY NATIONAL INFO SERV 11,738 UNCH $1,633
     FIS11,738UNCH$1,633
COMCAST CORP CLASS A 35,116 UNCH $1,579
     CMCSA35,116UNCH$1,579
WALT DISNEY CO THE 10,300 UNCH $1,490
     DIS10,300UNCH$1,490
STRYKER CORP 6,729 +3,234 $1,272
     SYK6,729+3,234$1,272
INCYTE CORP 16,971 -730 $1,243
     INCY16,971-730$1,243
OI SA ADR      $1,224
     OIBR.C2,788,720-325,842$1,224
INTUITIVE SURGICAL INC 2,095 -203 $1,037
     ISRG2,095-203$1,037
ACADIA PHARMACEUTICALS INC 22,847 +884 $965
     ACAD22,847+884$965
VIACOMCBS INC CLASS B 22,565 UNCH $947
     CBS22,565UNCH$947
BECTON DICKINSON AND CO 4,118 -343 $946
     BDX4,118-343$946
TELEFLEX INC 671 UNCH $734
     TFX671UNCH$734
BEIGENE LTD ADR 5,550 -103 $683
     BGNE5,550-103$683
ALEXION PHARMACEUTICALS INC 6,486 -1,063 $582
     ALXN6,486-1,063$582
DANAHER CORP 3,593 -170 $497
     DHR3,593-170$497
AMGEN INC 2,432 +1,192 $493
     AMGN2,432+1,192$493
REGENERON PHARMACEUTICALS 950 -75 $464
     REGN950-75$464
BIOMARIN PHARMACEUTICAL INC 5,326 -212 $450
     BMRN5,326-212$450
CENTENE CORP 7,422 +977 $441
     CNC7,422+977$441
CIGNA CORP 2,357 -977 $418
     CI2,357-977$418
ASCENDIS PHARMA ADR 3,675 +270 $414
     ASND3,675+270$414
BRISTOL MYERS SQUIBB CO 6,824 +264 $380
     BMY6,824+264$380
AGILENT TECHNOLOGIES INC 5,021 -1,900 $360
     A5,021-1,900$360
MERCK & CO. INC. 4,428 +229 $341
     MRK4,428+229$341
ASTRAZENECA PLC SPONS ADR 7,482 -196 $334
     AZN7,482-196$334
HUMANA INC 1,056 -99 $332
     HUM1,056-99$332
DEXCOM INC 1,206 +1,206 $325
     DXCM1,206+1,206$325
WELLCARE HEALTH PLANS INC 969 UNCH $320
     WCG969UNCH$320
SAREPTA THERAPEUTICS INC 2,475 UNCH $319
     SRPT2,475UNCH$319
ABBVIE INC 4,097 +4,097 $312
     ABBV4,097+4,097$312
ANTHEM INC 1,338 -1,138 $304
     ANTM1,338-1,138$304
HCA HOLDINGS INC 3,373 -55 $303
     HCA3,373-55$303
ELI LILLY & CO 1,935 -2,150 $268
     LLY1,935-2,150$268
NEUROCRINE BIOSCIENCES INC 3,047 -87 $264
     NBIX3,047-87$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

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

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