Filer Name: JGP GLOBAL GESTAO DE RECURSOS LTDA.
CIK: 1536562
Period: 2024-12-31
Filed At: 2025-01-24
Number of Holdings: 40
Portfolio Value: $0.04B

Jgp Global Gestao De Recursos Ltda. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
NGD US NEW GOLD INC 6,500,000 $16M 36.69% 27.8% -
STNE US STONECO LTD-A 764,797 $6M 13.87% -29.5% -
LLY US ELI LILLY & CO 2,387 $2M 4.19% -0.1% -
BGNE US BEIGENE LTD-ADR 9,374 $2M 3.94% 0.0% -
INCY US INCYTE CORP 24,633 $2M 3.87% - -
ISRG US INTUITIVE SURGICAL INC 2,810 $1M 3.34% 45.4% -
TEO US TELECOM ARGENTINA SA-SP ADR 67,751 $1M 1.94% 100.0% -
BMA US BANCO MACRO SA-ADR 8,617 $1M 1.90% 100.0% -
GGAL US GRUPO FINANCIERO GALICIA-ADR 13,150 $1M 1.87% 100.0% -
YPF US YPF S.A.-SPONSORED ADR 19,210 $1M 1.86% 100.0% -
LOMA US LOMA NEGRA CIA IND-SPON ADR 65,786 $1M 1.79% 100.0% -
TMO US THERMO FISHER SCIENTIFIC INC 1,422 $1M 1.68% -0.1% -
UNH US UNITEDHEALTH GROUP INC 1,380 $1M 1.59% -39.0% -
SYK US STRYKER CORP 1,862 $1M 1.53% -0.1% -
ACAD US ACADIA PHARMACEUTICALS INC 34,620 $1M 1.45% - -
ARGX US ARGENX SE - ADR 1,002 $1M 1.40% -0.1% -
MDGL US MADRIGAL PHARMACEUTICALS INC 1,993 $1M 1.40% - -
DHR US DANAHER CORP 2,472 $1M 1.29% -0.1% -
MRK US MERCK & CO. INC. 5,695 $1M 1.29% -0.1% -
AEM US AGNICO EAGLE MINES LTD 6,497 $1M 1.16% - -
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