Jgp-Global-Gestao-De-Recursos-Ltda

AI_NATIVE detailed information: This accession holds the following tickers:[
  "INSM",
  "ACAD",
  "AGI.TO",
  "XP",
  "PPLT",
  "MDGL",
  "ABT",
  "ABBV",
  "ABCL",
  "BSX",
  "STNE",
  "SMMT",
  "GILD",
  "ISRG",
  null,
  null,
  "INCY",
  "UNH",
  "TMO",
  "RYTM",
  "TSM",
  "VRTX",
  "KOD",
  null,
  null,
  "AEM",
  "MCK",
  "NGD",
  null,
  "BMY",
  "CERS",
  "DHR",
  "JNJ",
  "LLY",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 35
Total Value: 130778003
Accession Number: 0001536562-25-000005
Form Type: 13F-HR
CIK: jgp-global-gestao-de-recursos-ltda
Manager Name: Jgp-Global-Gestao-De-Recursos-Ltda

Data Enrichment

86% identified

30 identified5 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

35 positions • $130.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 2

Sort by:

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:765

Value:$380.7K

% of Portfolio:0.3% ($380.7K/$130.8M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:3.6K

Value:$360.4K

% of Portfolio:0.3% ($360.4K/$130.8M)

Zoetis Inc.

ZTS|98978V103

Shares:2.0K

Value:$323.9K

% of Portfolio:0.2% ($323.9K/$130.8M)

Summit Therapeutics Inc.

SMMT|86627T108

Shares:15.4K

Value:$296.4K

% of Portfolio:0.2% ($296.4K/$130.8M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:2.6K

Value:$286.0K

% of Portfolio:0.2% ($286.0K/$130.8M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:583

Value:$282.6K

% of Portfolio:0.2% ($282.6K/$130.8M)

DANAHER CORP /DE/

DHR|235851102

Shares:1.4K

Value:$277.6K

% of Portfolio:0.2% ($277.6K/$130.8M)

INSMED Inc

INSM|457669307

Shares:3.1K

Value:$240.1K

% of Portfolio:0.2% ($240.1K/$130.8M)

MCKESSON CORP

MCK|58155Q103

Shares:311

Value:$209.3K

% of Portfolio:0.2% ($209.3K/$130.8M)

RHYTHM PHARMACEUTICALS, INC.

RYTM|76243J105

Shares:3.8K

Value:$202.6K

% of Portfolio:0.2% ($202.6K/$130.8M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:150

Value:$48.0K

% of Portfolio:0.0% ($48.0K/$130.8M)

AbCellera Biologics Inc.

ABCL|00288U106

Shares:17.3K

Value:$38.7K

% of Portfolio:0.0% ($38.7K/$130.8M)

Kodiak Sciences Inc.

KOD|50015M109

Shares:10.9K

Value:$30.6K

% of Portfolio:0.0% ($30.6K/$130.8M)

CERUS CORP

CERS|157085101

Shares:12.3K

Value:$17.0K

% of Portfolio:0.0% ($17.0K/$130.8M)

670851500

Shares:50.3K

Value:$13.1K

% of Portfolio:0.0% ($13.1K/$130.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	765	QoQ -46.20% (-657) YoY -45.51% (-639)	All Managers (Combined)	$380.7K	0.3% ($380.7K/$130.8M)	QoQ -48.54% (-$359.1K) YoY -53.35% (-$435.4K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	3.6K	QoQ -0.88% (-32) YoY NEW(+3.6K)	All Managers (Combined)	$360.4K	0.3% ($360.4K/$130.8M)	QoQ +11.93% (-$38.4K) YoY NEW(+$360.4K)
Zoetis Inc.(ZTScusip98978V103)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$323.9K	0.2% ($323.9K/$130.8M)	QoQ NEW(+$323.9K) YoY NEW(+$323.9K)
Summit Therapeutics Inc.(SMMTcusip86627T108)	15.4K	QoQ -10.03% (-1.7K) YoY NEW(+15.4K)	All Managers (Combined)	$296.4K	0.2% ($296.4K/$130.8M)	QoQ -2.75% (-$8.4K) YoY NEW(+$296.4K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$286.0K	0.2% ($286.0K/$130.8M)	QoQ NEW(+$286.0K) YoY NEW(+$286.0K)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	583	QoQ -39.77% (-385) YoY -44.89% (-475)	All Managers (Combined)	$282.6K	0.2% ($282.6K/$130.8M)	QoQ -27.49% (-$107.2K) YoY -36.08% (-$159.6K)
DANAHER CORP /DE/(DHRcusip235851102)	1.4K	QoQ -45.22% (-1.1K) YoY -28.09% (-529)	All Managers (Combined)	$277.6K	0.2% ($277.6K/$130.8M)	QoQ -51.08% (-$289.9K) YoY -40.97% (-$192.7K)
INSMED Inc(INSMcusip457669307)	3.1K	QoQ -48.57% (-3.0K) YoY NEW(+3.1K)	All Managers (Combined)	$240.1K	0.2% ($240.1K/$130.8M)	QoQ -43.17% (-$182.4K) YoY NEW(+$240.1K)
MCKESSON CORP(MCKcusip58155Q103)	311	QoQ NEW(+311) YoY NEW(+311)	All Managers (Combined)	$209.3K	0.2% ($209.3K/$130.8M)	QoQ NEW(+$209.3K) YoY NEW(+$209.3K)
RHYTHM PHARMACEUTICALS, INC.(RYTMcusip76243J105)	3.8K	QoQ -28.89% (-1.6K) YoY -96.38% (-102.0K)	All Managers (Combined)	$202.6K	0.2% ($202.6K/$130.8M)	QoQ -32.71% (-$98.5K) YoY -95.58% (-$4.4M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	150	QoQ NEW(+150) YoY NEW(+150)	All Managers (Combined)	$48.0K	0.0% ($48.0K/$130.8M)	QoQ NEW(+$48.0K) YoY NEW(+$48.0K)
AbCellera Biologics Inc.(ABCLcusip00288U106)	17.3K	QoQ -23.24% (-5.3K) YoY -2.43% (-433)	All Managers (Combined)	$38.7K	0.0% ($38.7K/$130.8M)	QoQ -41.57% (-$27.5K) YoY -51.97% (-$41.9K)
Kodiak Sciences Inc.(KODcusip50015M109)	10.9K	QoQ -15.79% (-2.0K) YoY -27.09% (-4.1K)	All Managers (Combined)	$30.6K	0.0% ($30.6K/$130.8M)	QoQ -76.26% (-$98.3K) YoY -61.12% (-$48.1K)
CERUS CORP(CERScusip157085101)	12.3K	QoQ -23.17% (-3.7K) YoY -15.64% (-2.3K)	All Managers (Combined)	$17.0K	0.0% ($17.0K/$130.8M)	QoQ -30.65% (-$7.5K) YoY -37.96% (-$10.4K)
(cusip670851500)✕	50.3K	QoQ 0.00% (+0) YoY -91.25% (-524.7K)	All Managers (Combined)	$13.1K	0.0% ($13.1K/$130.8M)	QoQ 0.00% (+$0) YoY +2743.04% (-$12.6K)