$182 Million is the total value of JGP Global Gestao de Recursos Ltda.'s 26 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BIIB | New | BIOGEN INC | $16,895,000 | – | 57,898 | +100.0% | 9.27% | – |
| VALEP | New | VALE S Aadr repstg pfd | $13,063,000 | – | 3,899,380 | +100.0% | 7.17% | – |
| EWZ | New | ISHARESput | $7,219,000 | – | 328,900 | +100.0% | 3.96% | – |
| EWZ | New | ISHARESmsci brz cap etf | $4,081,000 | – | 185,938 | +100.0% | 2.24% | – |
| AGN | New | ALLERGAN PLC | $1,785,000 | – | 6,566 | +100.0% | 0.98% | – |
| EFX | New | EQUIFAX INC | $1,753,000 | – | 18,036 | +100.0% | 0.96% | – |
| KHC | New | KRAFT HEINZ CO | $1,681,000 | – | 23,824 | +100.0% | 0.92% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $1,639,000 | – | 50,000 | +100.0% | 0.90% | – |
| PBR | New | PETROLEO BRASILEIRO SA PETROsponsored adr | $1,305,000 | – | 300,000 | +100.0% | 0.72% | – |
| VRX | New | VALEANT PHARMACEUTICALS INTL | $751,000 | – | 4,212 | +100.0% | 0.41% | – |
| EDN | New | EMPRESA DIST Y COMERCIAL NORspon adr | $130,000 | – | 10,200 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-11-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BMRN | 30 | Q3 2023 | 2.8% |
| INCYTE CORP | 28 | Q3 2023 | 3.9% |
| VERTEX PHARMACEUTICALS INC | 26 | Q3 2023 | 3.9% |
| LILLY ELI & CO | 26 | Q3 2023 | 1.3% |
| REGENERON PHARMACEUTICALS | 26 | Q3 2023 | 1.6% |
| UNITEDHEALTH GROUP INC | 24 | Q3 2023 | 5.9% |
| ACADIA PHARMACEUTICALS INC | 24 | Q3 2023 | 0.7% |
| THERMO FISHER SCIENTIFIC INC | 21 | Q3 2023 | 4.7% |
| ABBVIE INC | 21 | Q3 2023 | 1.9% |
| HUMANA INC | 21 | Q3 2023 | 1.6% |
View JGP Global Gestao de Recursos Ltda.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-05-05 |
| SC 13G | 2022-02-11 |
View JGP Global Gestao de Recursos Ltda.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.