HoldingsChannel.com
All Stocks Held By JGP Global Gestao de Recursos Ltda.
As of  12/31/2023, we find all stocks held by JGP Global Gestao de Recursos Ltda. to be as follows, presented in the table below with each row detailing each JGP Global Gestao de Recursos Ltda. position, ordered by largest to smallest position size. The all-stocks-held-by-JGP Global Gestao de Recursos Ltda. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by JGP Global Gestao de Recursos Ltda. as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
NU HOLDINGS LTD CAYMAN ISL A 2,977,959 +1,406,372 $24,806
     NU2,977,959+1,406,372$24,806
DAIICHI SANKYO CO LTD      $18,764
     Common Stock4,846UNCH$18,764
XP INC CLASS A 713,164 -412,699 $18,592
     XP713,164-413,749$18,592
ISHARES MSCI BRAZIL CAPPED E (EWZ) 200,000 +200,000 $6,992
     EWZ200,000+200,000$6,992
SIGMA LITHIUM CORP 185,767 -366,843 $5,857
     SGML185,767-368,843$5,857
LITHIUM IONIC CORP      $3,878
     Common Stock2,216,147-840,000$3,878
INCYTE CORP 31,306 +18,849 $1,966
     INCY31,306+18,849$1,966
BEIGENE LTD ADR 9,845 +5,665 $1,776
     BGNE9,845+5,665$1,776
UNITEDHEALTH GROUP INC 3,126 -10 $1,646
     UNH3,126-10$1,646
ELI LILLY & CO 2,339 -7 $1,363
     LLY2,339-7$1,363
MARKET VECTORS GOLD MINERS 42,184 +16,601 $1,308
     GDX42,184+16,601$1,308
ACADIA PHARMACEUTICALS INC 36,110 +19,757 $1,131
     ACAD36,110+19,757$1,131
THERMO FISHER SCIENTIFIC INC 1,873 -6 $994
     TMO1,873-6$994
GENMAB A S      $840
     Common Stock390UNCH$840
INTUITIVE SURGICAL INC 2,146 -7 $724
     ISRG2,146-7$724
REGENERON PHARMACEUTICALS 817 -2 $718
     REGN817-2$718
MERCK & CO. INC. 6,175 -20 $673
     MRK6,175-20$673
ASTRAZENECA PLC SPONS ADR 9,766 -31 $658
     AZN9,766-31$658
DANAHER CORP 2,819 -9 $652
     DHR2,819-9$652
VERTEX PHARMACEUTICALS INC 1,492 -5 $607
     VRTX1,492-5$607
ELEVANCE HEALTH INC 1,189 -4 $561
     ELV1,189-4$561
STRYKER CORP 1,804 -6 $540
     SYK1,804-6$540
S&P GLOBAL INC 1,100 +1,100 $485
     SPGI1,100+1,100$485
HUMANA INC 831 -2 $380
     HUM831-2$380
ARGENX SE ADR 996 -279 $379
     ARGX996-279$379
AGILENT TECHNOLOGIES INC 2,642 -9 $367
     A2,642-9$367
ALNYLAM PHARMACEUTICALS INC 1,850 -6 $354
     ALNY1,850-6$354
BECTON DICKINSON AND CO 1,379 -4 $336
     BDX1,379-4$336
VINCI PARTNERS INVESTMENTS A 30,300 +13,950 $332
     VINP30,300+13,950$332
UBS AG REG      $331
     Common Stock10,723+10,723$331
MOLINA HEALTHCARE INC 910 -3 $329
     MOH910-3$329
ABBVIE INC 2,065 -7 $320
     ABBV2,065-7$320
BIOMARIN PHARMACEUTICAL INC 3,132 +419 $302
     BMRN3,132+419$302
MADRIGAL PHARMACEUTICALS INC 1,305 +1,305 $302
     MDGL1,305+1,305$302
CENTENE CORP 3,981 -13 $295
     CNC3,981-13$295
FREEPORT MCMORAN COPPER 6,888 +6,888 $293
     FCX6,888+6,888$293
SHELL PLC ADR 3,975 UNCH $262
     SHEL3,975UNCH$262
RHYTHM PHARMACEUTICALS INC 5,688 +5,688 $261
     RYTM5,688+5,688$261
JACOBS SOLUTIONS INC 1,984 UNCH $258
     J1,984UNCH$258
CIGNA CORP 850 -3 $255
     CI850-3$255
PFIZER INC 8,564 -27 $247
     PFE8,564-27$247
IMMUNOCORE HOLDINGS PLC ADR 3,371 +3,371 $230
     IMCR3,371+3,371$230
KARUNA THERAPEUTICS INC 701 +701 $222
     KRTX701+701$222
PENUMBRA INC 824 +824 $207
     PEN824+824$207
HCA HOLDINGS INC 757 +757 $205
     HCA757+757$205
OI SA ADR      $104
     ADR575,000UNCH$104
ABCELLERA BIOLOGICS INC 17,417 +17,417 $99
     ABCL17,417+17,417$99
SPINNOVA OYJ      $82
     Common Stock34,089UNCH$82
BIOCRYST PHARMACEUTICALS INC 10,650 +10,650 $64
     BCRX10,650+10,650$64
KODIAK SCIENCES INC 15,079 +15,079 $46
     KOD15,079+15,079$46
CERUS CORP 14,231 +14,231 $31
     CERS14,231+14,231$31
BYD CO LTD H 300,000 +300,000 $19
     BYD300,000+300,000$19
DBV TECHNOLOGIES SA SPON ADR 11,658 +11,658 $11
     DBVT11,658+11,658$11
SBERBANK PJSC SPONSORED ADR 160,000 +0 $0
     ADR160,000UNCH$0
ASCENDIS PHARMA ADR $0 (exited)
     ASND0-2,305$0
ACTIVISION BLIZZARD INC $0 (exited)
     ATVI0-53,000$0
GRUPO FINANCIERO GALICIA ADR $0 (exited)
     GGAL0-12,200$0
HESS CORP $0 (exited)
     Put0-2,400$0
ITAU UNIBANCO HLDNG PREF ADR $0 (exited)
     ITUB0-26,771$0
MERCADOLIBRE INC $0 (exited)
     MELI0-14,939$0
OSISKO MINING INC $0 (exited)
     Common Stock0-2,000,000$0
SEAGEN INC $0 (exited)
     SGEN0-17,598$0
SPROTT PHYSICAL URANIUM TRUS $0 (exited)
     Closed End Fund0-400,000$0
STONECO LTD A $0 (exited)
     STNE0-1,556,011$0
TELECOM ARGENTINA SA SP ADR $0 (exited)
     TEO0-37,500$0
UBS AG REG $0 (exited)
     UBS0-10,723$0
YPF S.A. SPONSORED ADR 0 -15,300 $0 (exited)
     YPF0-15,300$0

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

EntityShares/Amount
Change
Position Value
Change
EWZ +200,000+$6,992
SPGI +1,100+$485
UBS AG REG +10,723+$331
MDGL +1,305+$302
FCX +6,888+$293
RYTM +5,688+$261
IMCR +3,371+$230
KRTX +701+$222
PEN +824+$207
HCA +757+$205
EntityShares/Amount
Change
Position Value
Change
MELI -14,939-$18,941
STNE -1,556,011-$16,603
SPROTT PHYSICAL URANIUM TRUS -400,000-$9,272
ATVI -53,000-$4,962
OSISKO MINING INC -2,000,000-$4,920
SGEN -17,598-$3,733
UBS -10,723-$264
ASND -2,305-$216
YPF -15,300-$187
TEO -37,500-$180
EntityShares/Amount
Change
Position Value
Change
NU +1,406,372+$13,412
ACAD +19,757+$790
INCY +18,849+$1,246
GDX +16,601+$620
VINP +13,950+$165
BGNE +5,665+$1,024
BMRN +419+$62
DAIICHI SANKYO CO LTD UNCH-$1,134
GENMAB A S UNCH-$138
SHEL UNCH+$6
EntityShares/Amount
Change
Position Value
Change
LITHIUM IONIC CORP -840,000-$2,234
XP -412,699-$7,338
SGML -366,843-$11,795
ARGX -279-$248
AZN -31-$5
PFE -27-$38
MRK -20+$35
CNC -13+$20
UNH -10+$65
Size ($ in 1000's)
At 12/31/2023: $102,454
At 09/30/2023: $158,104

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

All Stocks Held By JGP Global Gestao de Recursos Ltda. | www.HoldingsChannel.com

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