$183 Million is the total value of JGP Global Gestao de Recursos Ltda.'s 61 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MOH | Exit | MOLINA HEALTHCARE INC | $0 | – | -1,156 | -100.0% | -0.12% | – |
| CHTR | Exit | CHARTER COMMUNICATIONS INC-A | $0 | – | -430 | -100.0% | -0.13% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -895 | -100.0% | -0.13% | – |
| TFX | Exit | TELEFLEX INC | $0 | – | -616 | -100.0% | -0.13% | – |
| GOOGL | Exit | ALPHABET INC-CL A | $0 | – | -165 | -100.0% | -0.14% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC-CL B | $0 | – | -1,500 | -100.0% | -0.16% | – |
| MA | Exit | MASTERCARD INC-CLASS A | $0 | – | -1,000 | -100.0% | -0.18% | – |
| TRU | Exit | TRANSUNION | $0 | – | -3,745 | -100.0% | -0.19% | – |
| KO | Exit | COCA-COLA CO/THE | $0 | – | -7,350 | -100.0% | -0.19% | – |
| SGEN | Exit | SEATTLE GENETICS INC | $0 | – | -23,525 | -100.0% | -2.36% | – |
| Exit | ARCO PLATFORM LTD - CLASS A | $0 | – | -333,338 | -100.0% | -8.57% | – | |
| GOOG | Exit | ALPHABET INC-CL C | $0 | – | -15,000 | -100.0% | -12.54% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-12
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.