HoldingsChannel.com
| Entity | Amount | Change
06/30/2019 to 09/30/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MERCADOLIBRE INC |
$54,935 | ||
| MELI | 99,820 | +62,460 | $55,024 |
| Put | 50 | +50 | $218 |
| Call | 45 | +45 | $129 |
 PAGSEGURO DIGITAL LTD CL A |
538,558 | +113,558 | $24,941 |
| PAGS | 538,558 | +113,558 | $24,941 |
| WELLS FARGO & CO |
$20,068 | ||
| WFC | 400,000 | +400,000 | $20,176 |
| Put | 4,000 | +4,000 | $108 |
| AVON PRODUCTS INC |
3,884,427 | +1,184,427 | $17,091 |
| AVP | 3,884,427 | +1,184,427 | $17,091 |
| STONECO LTD A |
464,360 | +464,360 | $16,150 |
| STNE | 464,360 | +464,360 | $16,150 |
| AFYA LTD CLASS A |
310,496 | +310,496 | $7,961 |
| AFYA | 310,496 | +310,496 | $7,961 |
| OI SA ADR |
$3,316 | ||
| OIBR.C | 3,014,562 | -169,997 | $3,316 |
| ISHARES MSCI EMERGING MARKET (EEM) |
$3,246 | ||
| EEM | 80,000 | +80,000 | $3,270 |
| Put | 3,000 | +3,000 | $24 |
| SEATTLE GENETICS INC |
23,170 | +5,185 | $1,979 |
| SGEN | 23,170 | +5,185 | $1,979 |
| ANHEUSER BUSCH INBEV SPN ADR |
17,602 | +17,602 | $1,675 |
| BUD | 17,602 | +17,602 | $1,675 |
| MSCI INC |
6,528 | +6,528 | $1,421 |
| MSCI | 6,528 | +6,528 | $1,421 |
| UNITEDHEALTH GROUP INC |
6,202 | +120 | $1,348 |
| UNH | 6,202 | +120 | $1,348 |
| INCYTE CORP |
17,505 | +3,519 | $1,299 |
| INCY | 17,505 | +3,519 | $1,299 |
| INTUITIVE SURGICAL INC |
2,270 | +44 | $1,226 |
| ISRG | 2,270 | +44 | $1,226 |
| BECTON DICKINSON AND CO |
4,407 | +90 | $1,115 |
| BDX | 4,407 | +90 | $1,115 |
| HOME DEPOT INC |
4,399 | +4,399 | $1,021 |
| HD | 4,399 | +4,399 | $1,021 |
| VALE SA SP ADR |
87,526 | -1,304,348 | $1,007 |
| VALE | 87,526 | -1,304,348 | $1,007 |
| THERMO FISHER SCIENTIFIC INC |
3,016 | +59 | $878 |
| TMO | 3,016 | +59 | $878 |
| VERTEX PHARMACEUTICALS INC |
5,085 | +99 | $862 |
| VRTX | 5,085 | +99 | $862 |
| TJX Cost Inc New |
15,258 | +15,258 | $850 |
| TJX | 15,258 | +15,258 | $850 |
| DOLLAR TREE INC |
7,056 | +7,056 | $806 |
| DLTR | 7,056 | +7,056 | $806 |
| CBOE GLOBAL MARKETS INC |
6,920 | +6,920 | $795 |
| CBOE | 6,920 | +6,920 | $795 |
| ACADIA PHARMACEUTICALS INC |
21,796 | +4,099 | $784 |
| ACAD | 21,796 | +4,099 | $784 |
| STRYKER CORP |
3,453 | +68 | $747 |
| SYK | 3,453 | +68 | $747 |
| ALEXION PHARMACEUTICALS INC |
7,465 | +941 | $731 |
| ALXN | 7,465 | +941 | $731 |
| BEIGENE LTD ADR |
5,585 | +1,220 | $684 |
| BGNE | 5,585 | +1,220 | $684 |
| ALPHABET INC CL C |
500 | +500 | $610 |
| GOOG | 500 | +500 | $610 |
| MONDELEZ INTERNATIONAL INC A |
10,648 | +10,648 | $589 |
| MDLZ | 10,648 | +10,648 | $589 |
| ANTHEM INC |
2,446 | +47 | $587 |
| ANTM | 2,446 | +47 | $587 |
| PFIZER INC |
16,030 | +310 | $576 |
| PFE | 16,030 | +310 | $576 |
| CSX CORP |
$570 | ||
| CSX | 7,907 | +7,907 | $548 |
| Call | 300 | +300 | $22 |
| DANAHER CORP |
3,718 | +74 | $537 |
| DHR | 3,718 | +74 | $537 |
| AGILENT TECHNOLOGIES INC |
6,838 | +134 | $524 |
| A | 6,838 | +134 | $524 |
| SAGE THERAPEUTICS INC |
3,601 | +71 | $505 |
| SAGE | 3,601 | +71 | $505 |
| ISHARES RUSSELL 1000 VALUE E (IWD) |
3,913 | +3,913 | $502 |
| IWD | 3,913 | +3,913 | $502 |
| CIGNA CORP |
3,294 | +65 | $500 |
| CI | 3,294 | +65 | $500 |
| FACEBOOK INC A |
2,600 | -47,400 | $463 |
| FB | 2,600 | -47,400 | $463 |
| NORFOLK SOUTHERN CORP |
2,520 | +2,520 | $453 |
| NSC | 2,520 | +2,520 | $453 |
| ELI LILLY & CO |
4,036 | +79 | $451 |
| LLY | 4,036 | +79 | $451 |
| HCA HOLDINGS INC |
3,387 | +67 | $408 |
| HCA | 3,387 | +67 | $408 |
| LABORATORY CRP OF AMER HLDGS |
2,317 | +2,317 | $389 |
| LH | 2,317 | +2,317 | $389 |
| AMARIN CORP PLC ADR |
24,915 | +4,490 | $378 |
| AMRN | 24,915 | +4,490 | $378 |
| FAIR ISAAC CORP |
1,231 | +1,231 | $374 |
| FICO | 1,231 | +1,231 | $374 |
| BIOMARIN PHARMACEUTICAL INC |
5,478 | +809 | $369 |
| BMRN | 5,478 | +809 | $369 |
| MERCK & CO. INC. |
4,148 | +81 | $349 |
| MRK | 4,148 | +81 | $349 |
| ASTRAZENECA PLC SPONS ADR |
7,585 | +153 | $338 |
| AZN | 7,585 | +153 | $338 |
| ASCENDIS PHARMA ADR |
3,360 | +379 | $324 |
| ASND | 3,360 | +379 | $324 |
| HOLOGIC INC |
6,059 | +118 | $306 |
| HOLX | 6,059 | +118 | $306 |
| HUMANA INC |
1,141 | +22 | $292 |
| HUM | 1,141 | +22 | $292 |
| GENOMIC HEALTH INC |
4,266 | +4,266 | $289 |
| GHDX | 4,266 | +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 |
