Fund HoldingsJGP Global Gestao de Recursos Ltda.

Total Portfolio Value
$51.24M
Total Bought
$23.03M
Total Sold
$52.16M
Net Transaction
-$29.13M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
NEW GOLD INC123,5275,087,997+4,964,47024114,65328.60%+14,413
RHYTHM PHARMACEUTICALS INC(RYTM)5,81456,378+50,5642392,9545.76%+2,715
ITAU UNIBANCO HLDNG-PREF ADR(ITUB)0197,897+197,89701,3162.57%+1,316
BEIGENE LTD-ADR(ONC)10,4649,375-1,0891,4932,1054.11%+612
INSMED INC(INSM)06,123+6,12304470.87%+447
SUMMIT THERAPEUTICS INC(SMMT)017,080+17,08003740.73%+374
REVOLUTION MEDICINES INC(RVMD)07,706+7,70603490.68%+349
MARKET VECTORS GOLD MINERS
GOLD MINERS ETF
07,871+7,87103130.61%+313
BOSTON SCIENTIFIC CORP(BSX)03,608+3,60803020.59%+302
KYMERA THERAPEUTICS INC(KYMR)05,992+5,99202840.55%+284
HCA HOLDINGS INC(HCA)0583+58302370.46%+237
DANAHER CORP(DHR)1,8612,474+6134656881.34%+223
REGENERON PHARMACEUTICALS(REGN)329539+2103465671.11%+221
BLUEPRINT MEDICINES CORP02,204+2,20402040.40%+204
BECTON DICKINSON AND CO(BDX)0841+84102030.40%+203
SIGMA LITHIUM CORP(SGML)(Put)05,000+5,0000175+175
ELI LILLY & CO(LLY)2,1522,389+2371,9482,1174.13%+168
INTUITIVE SURGICAL INC1,7641,932+1687859491.85%+164
ARGENX SE - ADR(ARGX)8871,003+1163815441.06%+162
ALNYLAM PHARMACEUTICALS INC(ALNY)1,2331,548+3153004260.83%+126
THERMO FISHER SCIENTIFIC INC(TMO)1,3881,423+357688801.72%+113
AMGEN INC(AMGN)1,0481,362+3143274390.86%+111
CIGNA CORP(CI)636912+2762103160.62%+106
UNITEDHEALTH GROUP INC(UNH)2,4012,262-1391,2231,3232.58%+100
STRYKER CORP(SYK)1,6891,864+1755756731.31%+99
AGNICO-EAGLE MINES LTD(AEM)6,4976,49704255231.02%+98
ASTRAZENECA PLC-SPONS ADR(AZN)4,6315,768+1,1373614490.88%+88
ALAMOS GOLD INC-CLASS A15,45215,45202423080.60%+66
MADRIGAL PHARMACEUTICALS INC(MDGL)1,3331,993+6603734230.83%+50
MERCK & CO. INC.(MRK)4,9955,700+7056186471.26%+29
NOVO-NORDISK A/S-SPONS ADR(NVO)1,6492,171+5222352590.50%+23
ABCELLERA BIOLOGICS INC(ABCL)17,77922,598+4,81953590.11%+6
ELEVANCE HEALTH INC(ELV)1,1701,227+576346381.25%+4
CERUS CORP14,53915,963+1,42426280.05%+2
SBERBANK PJSC - SPONSORED ADR160,0000-160,000000
KODIAK SCIENCES INC(KOD)14,95712,950-2,00735340.07%-1
OI SA-ADR575,0000-575,00010-1
MOLINA HEALTHCARE INC(MOH)769608-1612292090.41%-19
VERTEX PHARMACEUTICALS INC(VRTX)1,046969-774904510.88%-40
SPINNOVA OYJ34,0890-34,089550-55
ACADIA PHARMACEUTICALS INC36,74034,620-2,1205975321.04%-65
BIOCRYST PHARMACEUTICALS INC(BCRX)10,8650-10,865670-67
ROIVANT SCIENCES LTD(ROIV)10,0360-10,0361060-106
INCYTE CORP(INCY)31,43424,633-6,8011,9061,6283.18%-277
BIOMARIN PHARMACEUTICAL INC(BMRN)4,2130-4,2133470-347
EXXON MOBIL CORP3,0660-3,0663530-353
LITHIUM IONIC CORP713,2470-713,2473780-378
S&P GLOBAL INC(SPGI)5,0000-5,0002,2300-2,230
DAIICHI SANKYO CO LTD1,2620-1,2626,9710-6,971
STONECO LTD-A(STNE)2,024,0801,084,358-939,72224,26912,21023.83%-12,059
CHINA COMMUNICATIONS SERVI-H3,000,0000-3,000,00012,6300-12,630
NU HOLDINGS LTD/CAYMAN ISL-A(NU)1,229,3000-1,229,30015,8460-15,846
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