Jgp Global Gestao De Recursos Ltda. Top Holdings and 13F Report (2024) → The #1 Crypto That You Don’t Own… Yet (From Crypto 101 Media) (Ad) About Jgp Global Gestao De Recursos Ltda.Investment ActivityJgp Global Gestao De Recursos Ltda. has $155.61 million in total holdings as of March 31, 2024.Jgp Global Gestao De Recursos Ltda. owns shares of 59 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 61.70% of the portfolio was purchased this quarter.About 77.04% of the portfolio was sold this quarter.This quarter, Jgp Global Gestao De Recursos Ltda. has purchased 54 new stocks and bought additional shares in 15 stocks.Jgp Global Gestao De Recursos Ltda. sold shares of 20 stocks and completely divested from 16 stocks this quarter.Largest Holdings BYD $40,320,000XP $29,907,700StoneCo $17,782,527NU $17,417,800NEW GOLD INC $6,499,996 Largest New Holdings this Quarter BYD $40,320,000 HoldingStoneCo $17,782,527 HoldingNEW GOLD INC $6,499,996 HoldingSprott Physical Uranium Trust Fund $6,138,000 HoldingCHINA COMMUNICATIONS SERVI-H $1,825,000 Holding Largest Purchases this Quarter BYD 200,000 shares (about $40.32M)StoneCo 1,072,200 shares (about $17.78M)XP 454,136 shares (about $11.64M)NEW GOLD INC 3,823,527 shares (about $6.50M)Sprott Physical Uranium Trust Fund 220,000 shares (about $6.14M) Largest Sales this Quarter NU 1,517,959 shares (about $18.11M)DAIICHI SANKYO CO LTD 3,584 shares (about $17.20M)VanEck Gold Miners ETF 21,091 shares (about $666.90K)Genmab A/S 284 shares (about $591.86K)Regeneron Pharmaceuticals 484 shares (about $465.84K) 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 PortfolioSectorBYDDFBYD$40,320,000$40,320,000 ▲New Holding200,00025.9%Auto/Tires/TrucksXPXP$29,907,700$11,635,538 ▲63.7%1,167,30019.2%FinanceSTNEStoneCo$17,782,527$17,782,527 ▲New Holding1,072,20011.4%Computer and TechnologyNUNU$17,417,800$18,109,251 ▼-51.0%1,460,00011.2%Business ServicesNEW GOLD INC$6,499,996$6,499,996 ▲New Holding3,823,5274.2%Common StockSRUUFSprott Physical Uranium Trust Fund$6,138,000$6,138,000 ▲New Holding220,0003.9%EnergyDAIICHI SANKYO CO LTD$6,055,076$17,196,032 ▼-74.0%1,2623.9%Common StockRYTMRhythm Pharmaceuticals$4,584,921$4,338,460 ▲1,760.3%105,8142.9%MedicalLTHCFLithium Ionic$3,028,183$1,454,719 ▲92.5%4,265,0471.9%Basic MaterialsCHINA COMMUNICATIONS SERVI-H$1,825,000$1,825,000 ▲New Holding500,0001.2%Common StockINCYIncyte$1,791,137$7,634 ▲0.4%31,4401.2%MedicalLLYEli Lilly and Company$1,693,619$126,030 ▼-6.9%2,1771.1%MedicalBGNEBeiGene$1,637,560$97,900 ▲6.4%10,4711.1%MedicalINTRInter & Co, Inc.$1,308,572$1,308,572 ▲New Holding229,1720.8%Business ServicesSPGIS&P Global$1,276,350$808,355 ▲172.7%3,0000.8%Business ServicesUNHUnitedHealth Group$1,202,121$344,311 ▼-22.3%2,4300.8%MedicalTMOThermo Fisher Scientific$816,019$272,588 ▼-25.0%1,4040.5%MedicalISRGIntuitive Surgical$712,376$144,072 ▼-16.8%1,7850.5%MedicalACADACADIA Pharmaceuticals$679,600$11,926 ▲1.8%36,7550.4%MedicalGDXVanEck Gold Miners ETF$666,961$666,898 ▼-50.0%21,0930.4%ETFMRKMerck & Co., Inc.$666,743$148,048 ▼-18.2%5,0530.4%MedicalELVElevance Health$613,951$2,593 ▼-0.4%1,1840.4%MedicalSYKStryker$611,600$33,998 ▼-5.3%1,7090.4%MedicalJJacobs Solutions$555,888$250,888 ▲82.3%3,6160.4%Business ServicesYPFYPF Sociedad Anónima$495,000$495,000 ▲New Holding25,0000.3%Oils/EnergyDHRDanaher$470,223$233,738 ▼-33.2%1,8830.3%Multi-Sector ConglomeratesVRTXVertex Pharmaceuticals$442,255$181,417 ▼-29.1%1,0580.3%MedicalBMRNBioMarin Pharmaceutical$369,012$95,463 ▲34.9%4,2250.2%MedicalMDGLMadrigal Pharmaceuticals$355,964$7,477 ▲2.1%1,3330.2%MedicalARGXargenx$352,773$39,372 ▼-10.0%8960.2%MedicalUBSUBS Group$329,411$329,411 ▲New Holding10,7230.2%FinanceREGNRegeneron Pharmaceuticals$320,509$465,845 ▼-59.2%3330.2%MedicalMOHMolina Healthcare$319,626$54,230 ▼-14.5%7780.2%MedicalAZNAstraZeneca$317,477$344,171 ▼-52.0%4,6860.2%MedicalAMGNAmgen$301,379$301,379 ▲New Holding1,0600.2%MedicalXOMExxon Mobil$292,111$292,111 ▲New Holding2,5130.2%Oils/EnergySTTState Street$287,862$287,862 ▲New Holding3,7230.2%FinanceIMCRImmunocore$276,445$57,330 ▲26.2%4,2530.2%MedicalAMZNAmazon.com$275,801$275,801 ▲New Holding1,5290.2%Retail/WholesaleSHELShell$266,4840.0%3,9750.2%Oils/EnergyGGALGrupo Financiero Galicia$254,200$254,200 ▲New Holding10,0000.2%FinanceCIThe Cigna Group$233,531$75,180 ▼-24.4%6430.2%MedicalAGIAlamos Gold$227,917$227,917 ▲New Holding15,4520.1%Basic MaterialsAEMAgnico Eagle Mines$224,582$224,582 ▲New Holding3,7650.1%Basic MaterialsGNMSFGenmab A/S$220,904$591,856 ▼-72.8%1060.1%MedicalNVONovo Nordisk A/S$214,171$214,171 ▲New Holding1,6680.1%MedicalKYMRKymera Therapeutics$208,357$208,357 ▲New Holding5,1830.1%MedicalBDXBecton, Dickinson and Company$203,404$137,830 ▼-40.4%8220.1%MedicalITUBItaú Unibanco$121,157$121,157 ▲New Holding17,4830.1%FinanceROIVRoivant Sciences$105,779$105,779 ▲New Holding10,0360.1%MedicalABCLAbCellera Biologics$80,539$1,640 ▲2.1%17,7790.1%MedicalKODKodiak Sciences$78,674$642 ▼-0.8%14,9570.1%MedicalSPINNOVA OYJ$59,3150.0%34,0890.0%Common StockBCRXBioCryst Pharmaceuticals$55,194$1,092 ▲2.0%10,8650.0%MedicalCERSCerus$27,479$582 ▲2.2%14,5390.0%MedicalTXTTextron$25,000$25,000 ▲New Holding2,0000.0%AerospaceDBVTDBV Technologies$8,920$187 ▲2.1%11,9070.0%MedicalOI SA-ADR$4600.0%575,0000.0%ADRSBERBANK PJSC - SPONSORED ADR$00.0%160,0000.0%ADRBYDBoyd Gaming$0$64,320,000 ▼-100.0%00.0%Consumer DiscretionaryEWZiShares MSCI Brazil ETF$0$6,992,000 ▼-100.0%00.0%ETFSGMLSigma Lithium$0$5,857,234 ▼-100.0%00.0%Computer and TechnologyHUMHumana$0$380,440 ▼-100.0%00.0%MedicalAAgilent Technologies$0$367,317 ▼-100.0%00.0%Computer and TechnologyALNYAlnylam Pharmaceuticals$0$354,109 ▼-100.0%00.0%MedicalVINPVinci Partners Investments$0$331,785 ▼-100.0%00.0%FinanceUBS AG-REG$0$331,341 ▼-100.0%00.0%Common StockABBVAbbVie$0$320,013 ▼-100.0%00.0%MedicalCNCCentene$0$295,430 ▼-100.0%00.0%MedicalFCXFreeport-McMoRan$0$293,222 ▼-100.0%00.0%Basic MaterialsPFEPfizer$0$246,558 ▼-100.0%00.0%MedicalKRTXKaruna Therapeutics$0$221,874 ▼-100.0%00.0%MedicalPENPenumbra$0$207,269 ▼-100.0%00.0%MedicalHCAHCA Healthcare$0$204,905 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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