JGP Global Gestao de Recursos Ltda. - Q1 2019 holdings

$271 Million is the total value of JGP Global Gestao de Recursos Ltda.'s 76 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 0.0% .

 Value Shares↓ Weighting
KHC  KRAFT HEINZ CO/THEput$17,958,000
-24.1%
550,0000.0%6.64%
-76.9%
SGEN  SEATTLE GENETICS INC$1,210,000
+29.3%
16,5240.0%0.45%
-60.7%
BGNE  BEIGENE LTD-ADRadr$496,000
-5.9%
3,7570.0%0.18%
-71.4%
GHDX  GENOMIC HEALTH INC$311,000
+8.7%
4,4380.0%0.12%
-66.9%
AMRN  AMARIN CORP PLC -ADRadr$229,000
+52.7%
11,0240.0%0.08%
-53.3%
OIBRQ  OI SA-ADRadr$11,000
+57.1%
28,5670.0%0.00%
-55.6%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2019-04-24
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
BMRN30Q3 20232.8%
INCYTE CORP28Q3 20233.9%
VERTEX PHARMACEUTICALS INC26Q3 20233.9%
LILLY ELI & CO26Q3 20231.3%
REGENERON PHARMACEUTICALS26Q3 20231.6%
UNITEDHEALTH GROUP INC24Q3 20235.9%
ACADIA PHARMACEUTICALS INC24Q3 20230.7%
THERMO FISHER SCIENTIFIC INC21Q3 20234.7%
ABBVIE INC21Q3 20231.9%
HUMANA INC21Q3 20231.6%

View JGP Global Gestao de Recursos Ltda.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-09
13F-HR2024-01-19
13F-HR2023-11-01
13F-HR2023-08-04
13F-HR2023-05-05
13F-HR2023-01-25
13F-HR2022-11-04
13F-HR2022-08-01
13F-HR2022-05-05
SC 13G2022-02-11

View JGP Global Gestao de Recursos Ltda.'s complete filings history.

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