Jgp Global Gestao De Recursos Ltda. Top Holdings and 13F Report (2024) About Jgp Global Gestao De Recursos Ltda.Investment ActivityJgp Global Gestao De Recursos Ltda. has $51.24 million in total holdings as of September 30, 2024.Jgp Global Gestao De Recursos Ltda. owns shares of 40 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 44.27% of the portfolio was purchased this quarter.About 98.51% of the portfolio was sold this quarter.This quarter, Jgp Global Gestao De Recursos Ltda. has purchased 41 new stocks and bought additional shares in 19 stocks.Jgp Global Gestao De Recursos Ltda. sold shares of 8 stocks and completely divested from 12 stocks this quarter.Largest Holdings NEW GOLD INC $14,653,431StoneCo $12,209,871Rhythm Pharmaceuticals $2,953,643Eli Lilly and Company $2,116,511BeiGene $2,104,781 Largest New Holdings this Quarter Itaú Unibanco $1,316,015 HoldingInsmed $446,979 HoldingSummit Therapeutics $374,052 HoldingRevolution Medicines $349,467 HoldingVanEck Gold Miners ETF $313,423 Holding Largest Purchases this Quarter NEW GOLD INC 4,964,470 shares (about $14.30M)Rhythm Pharmaceuticals 50,564 shares (about $2.65M)Itaú Unibanco 197,897 shares (about $1.32M)Insmed 6,123 shares (about $446.98K)Summit Therapeutics 17,080 shares (about $374.05K) Largest Sales this Quarter StoneCo 939,722 shares (about $10.58M)Incyte 6,801 shares (about $449.55K)BeiGene 1,089 shares (about $244.49K)UnitedHealth Group 139 shares (about $81.27K)Molina Healthcare 161 shares (about $55.47K) Sector Allocation Over TimeMap of 500 Largest Holdings ofJgp Global Gestao De Recursos Ltda. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNEW GOLD INC$14,653,431$14,297,673 ▲4,018.9%5,087,99728.6%Common StockSTNEStoneCo$12,209,871$10,581,270 ▼-46.4%1,084,35823.8%Computer and TechnologyRYTMRhythm Pharmaceuticals$2,953,643$2,649,048 ▲869.7%56,3785.8%MedicalLLYEli Lilly and Company$2,116,511$209,968 ▲11.0%2,3894.1%MedicalBGNEBeiGene$2,104,781$244,491 ▼-10.4%9,3754.1%MedicalINCYIncyte$1,628,241$449,546 ▼-21.6%24,6333.2%MedicalUNHUnitedHealth Group$1,322,546$81,271 ▼-5.8%2,2622.6%MedicalITUBItaú Unibanco$1,316,015$1,316,015 ▲New Holding197,8972.6%FinanceISRGIntuitive Surgical$949,134$82,533 ▲9.5%1,9321.9%MedicalTMOThermo Fisher Scientific$880,225$21,650 ▲2.5%1,4231.7%MedicalDHRDanaher$687,821$170,426 ▲32.9%2,4741.3%Multi-Sector ConglomeratesSYKStryker$673,389$63,221 ▲10.4%1,8641.3%MedicalMRKMerck & Co., Inc.$647,292$80,060 ▲14.1%5,7001.3%MedicalELVElevance Health$638,040$29,640 ▲4.9%1,2271.2%MedicalREGNRegeneron Pharmaceuticals$566,618$220,760 ▲63.8%5391.1%MedicalARGXargenx$543,706$62,881 ▲13.1%1,0031.1%MedicalACADACADIA Pharmaceuticals$532,456$32,606 ▼-5.8%34,6201.0%MedicalAEMAgnico Eagle Mines$523,3980.0%6,4971.0%Basic MaterialsVRTXVertex Pharmaceuticals$450,663$35,811 ▼-7.4%9690.9%MedicalAZNAstraZeneca$449,385$88,584 ▲24.6%5,7680.9%MedicalINSMInsmed$446,979$446,979 ▲New Holding6,1230.9%MedicalAMGNAmgen$438,850$101,174 ▲30.0%1,3620.9%MedicalALNYAlnylam Pharmaceuticals$425,746$86,634 ▲25.5%1,5480.8%MedicalMDGLMadrigal Pharmaceuticals$422,954$140,065 ▲49.5%1,9930.8%MedicalSMMTSummit Therapeutics$374,052$374,052 ▲New Holding17,0800.7%MedicalRVMDRevolution Medicines$349,467$349,467 ▲New Holding7,7060.7%MedicalCIThe Cigna Group$315,953$95,617 ▲43.4%9120.6%MedicalGDXVanEck Gold Miners ETF$313,423$313,423 ▲New Holding7,8710.6%ETFAGIAlamos Gold$308,1130.0%15,4520.6%Basic MaterialsBSXBoston Scientific$302,350$302,350 ▲New Holding3,6080.6%MedicalKYMRKymera Therapeutics$283,601$283,601 ▲New Holding5,9920.6%MedicalNVONovo Nordisk A/S$258,501$62,155 ▲31.7%2,1710.5%MedicalHCAHCA Healthcare$236,949$236,949 ▲New Holding5830.5%MedicalMOHMolina Healthcare$209,492$55,474 ▼-20.9%6080.4%MedicalBPMCBlueprint Medicines$203,870$203,870 ▲New Holding2,2040.4%MedicalBDXBecton, Dickinson and Company$202,765$202,765 ▲New Holding8410.4%MedicalSGMLSigma Lithium$175,000$175,000 ▲New Holding5,0000.3%Computer and TechnologyABCLAbCellera Biologics$58,755$12,529 ▲27.1%22,5980.1%MedicalKODKodiak Sciences$33,800$5,238 ▼-13.4%12,9500.1%MedicalCERSCerus$27,776$2,478 ▲9.8%15,9630.1%MedicalNUNU$0$15,845,677 ▼-100.0%00.0%Business ServicesCHINA COMMUNICATIONS SERVI-H$0$12,630,000 ▼-100.0%00.0%Common StockDAIICHI SANKYO CO LTD$0$6,971,288 ▼-100.0%00.0%Common StockSPGIS&P Global$0$2,230,000 ▼-100.0%00.0%Business ServicesLTHCFLithium Ionic$0$378,021 ▼-100.0%00.0%Basic MaterialsXOMExxon Mobil$0$352,958 ▼-100.0%00.0%Oils/EnergyBMRNBioMarin Pharmaceutical$0$346,856 ▼-100.0%00.0%MedicalROIVRoivant Sciences$0$106,081 ▼-100.0%00.0%MedicalBCRXBioCryst Pharmaceuticals$0$67,146 ▼-100.0%00.0%MedicalSPINNOVA OYJ$0$54,542 ▼-100.0%00.0%Common StockOI SA-ADR$0$1,495 ▼-100.0%00.0%ADRSBERBANK PJSC - SPONSORED ADR$0-100.0%00.0%ADRShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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