Fund HoldingsJGP Global Gestao de Recursos Ltda.

Total Portfolio Value
$43.94M
Total Bought
$6.32M
Total Sold
$14.01M
Net Transaction
-$7.69M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
NEW GOLD INC5,087,9976,500,000+1,412,00314,65316,12036.69%+1,467
TELECOM ARGENTINA SA-SP ADR(TEO)067,751+67,75108531.94%+853
BANCO MACRO SA-ADR(BMA)08,617+8,61708341.90%+834
GRUPO FINANCIERO GALICIA-ADR(GGAL)013,150+13,15008201.87%+820
YPF S.A.-SPONSORED ADR(YPF)019,210+19,21008171.86%+817
LOMA NEGRA CIA IND-SPON ADR065,786+65,78607851.79%+785
INTUITIVE SURGICAL INC1,9322,810+8789491,4673.34%+518
PENUMBRA INC(PEN)0901+90102140.49%+214
MADRIGAL PHARMACEUTICALS INC(MDGL)1,9931,99304236151.40%+192
ACADIA PHARMACEUTICALS INC34,62034,62005326351.45%+103
KODIAK SCIENCES INC(KOD)12,95012,9500341290.29%+95
INCYTE CORP(INCY)24,63324,63301,6281,7013.87%+73
ARGENX SE - ADR(ARGX)1,0031,002-15446161.40%+73
BOSTON SCIENTIFIC CORP(BSX)3,6083,605-33023220.73%+20
OI SA-ADR050,301+50,3010130.03%+13
ABCELLERA BIOLOGICS INC(ABCL)22,59822,598059660.15%+7
STRYKER CORP(SYK)1,8641,862-26736701.53%-3
CERUS CORP15,96315,963028250.06%-3
REVOLUTION MEDICINES INC(RVMD)7,7067,704-23493370.77%-12
AGNICO-EAGLE MINES LTD(AEM)6,4976,49705235081.16%-15
ALAMOS GOLD INC-CLASS A15,45215,45203082850.65%-23
INSMED INC(INSM)6,1236,120-34474230.96%-24
KYMERA THERAPEUTICS INC(KYMR)5,9925,991-12842410.55%-43
VERTEX PHARMACEUTICALS INC(VRTX)969968-14513900.89%-61
ALNYLAM PHARMACEUTICALS INC(ALNY)1,5481,546-24263640.83%-62
CIGNA CORP(CI)912911-13162520.57%-64
SUMMIT THERAPEUTICS INC(SMMT)17,08017,08003743050.69%-69
ASTRAZENECA PLC-SPONS ADR(AZN)5,7685,762-64493780.86%-72
MERCK & CO. INC.(MRK)5,7005,695-56475671.29%-81
AMGEN INC(AMGN)1,3621,361-14393550.81%-84
DANAHER CORP(DHR)2,4742,472-26885671.29%-120
THERMO FISHER SCIENTIFIC INC(TMO)1,4231,422-18807401.68%-140
SIGMA LITHIUM CORP(SGML)(Put)5,0005,000017525-150
REGENERON PHARMACEUTICALS(REGN)539538-15673830.87%-183
ELEVANCE HEALTH INC(ELV)1,2271,226-16384521.03%-186
BECTON DICKINSON AND CO(BDX)8410-8412030-203
BLUEPRINT MEDICINES CORP2,2040-2,2042040-204
MOLINA HEALTHCARE INC(MOH)6080-6082090-209
HCA HOLDINGS INC(HCA)5830-5832370-237
NOVO-NORDISK A/S-SPONS ADR(NVO)2,1710-2,1712590-259
ELI LILLY & CO(LLY)2,3892,387-22,1171,8434.19%-274
MARKET VECTORS GOLD MINERS
GOLD MINERS ETF
7,8710-7,8713130-313
BEIGENE LTD-ADR(ONC)9,3759,374-12,1051,7313.94%-373
UNITEDHEALTH GROUP INC(UNH)2,2621,380-8821,3236981.59%-624
ITAU UNIBANCO HLDNG-PREF ADR(ITUB)197,8970-197,8971,3160-1,316
RHYTHM PHARMACEUTICALS INC(RYTM)56,3785,378-51,0002,9543010.69%-2,653
STONECO LTD-A(STNE)1,084,358764,797-319,56112,2106,09513.87%-6,114
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