JGP Global Gestao de Recursos Ltda. Quant / Systematic

CIK: 0001536562 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 25, 2023

Total Value ($000): $141 (100.0% shares, 0.0% debt)

Holdings (60)

XP XP INC - CLASS A 22.4%
Value ($000) $31 Shares 2,051,906 Est. Cost $30.56 Unrealized -42.8%
DSKYF DAIICHI SANKYO CO LTD 18.1%
Value ($000) $25 Shares 5,998 Est. Cost $30.01 Unrealized 0.0%
ACTIVISION BLIZZARD INC 15.1%
Value ($000) $21 Shares 277,000 Est. Cost $11.39 Unrealized
VALOR LATITUDE ACQUISITION C 7.9%
Value ($000) $11 Shares 1,100,000 Est. Cost $9.94 Unrealized
STNE ITIQUIRA ACQUISITION CORP 6.5%
Value ($000) $9 Shares 900,000 Est. Cost $22.61 Unrealized
SGML SIGMA LITHIUM CORP 3.4%
Value ($000) $5 Shares 166,982 Est. Cost $6.86 Unrealized +368.5%
EWZ ISHARES MSCI BRAZIL CAPPED E 3.0%
Value ($000) $4 Shares 150,000 Est. Cost $0.03 Unrealized
GGAL GRUPO FINANCIERO GALICIA-ADR 2.2%
Value ($000) $3 Shares 325,000 Est. Cost $0.01 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWA 1.7%
Value ($000) $2 Shares 9,100 Est. Cost $0.26 Unrealized
SEAGEN INC 1.6%
Value ($000) $2 Shares 17,728 Est. Cost $138.85 Unrealized
UNH UNITEDHEALTH GROUP INC 1.2%
Value ($000) $2 Shares 3,166 Est. Cost $250.33 Unrealized +99.9%
XP XP INC - CLASS A 1.0%
Value ($000) $1 Shares 18,000 Est. Cost $30.56 Unrealized -42.8%
GDX MARKET VECTORS GOLD MINERS 0.9%
Value ($000) $1 Shares 42,743 Est. Cost $0.03 Unrealized
SPGI S&P GLOBAL INC 0.9%
Value ($000) $1 Shares 3,600 Est. Cost $321.12 Unrealized 0.0%
GNMSF GENMAB A/S 0.8%
Value ($000) $1 Shares 389 Est. Cost $408.96 Unrealized 0.0%
INCY INCYTE CORP 0.8%
Value ($000) $1 Shares 13,188 Est. Cost $84.99 Unrealized -10.0%
TMO THERMO FISHER SCIENTIFIC INC 0.7%
Value ($000) $1 Shares 1,845 Est. Cost $473.11 Unrealized +11.0%
LLY ELI LILLY & CO 0.7%
Value ($000) $1 Shares 2,567 Est. Cost $156.45 Unrealized +121.0%
ONC BEIGENE LTD-ADR 0.7%
Value ($000) $1 Shares 4,169 Est. Cost $137.58 Unrealized
DHR DANAHER CORP 0.5%
Value ($000) $1 Shares 2,864 Est. Cost $155.25 Unrealized +46.9%
AMZN AMAZON.COM INC 0.5%
Value ($000) $1 Shares 8,500 Est. Cost $98.78 Unrealized 0.0%
DIS WALT DISNEY CO/THE 0.5%
Value ($000) $1 Shares 8,200 Est. Cost $137.12 Unrealized -31.9%
ISRG INTUITIVE SURGICAL INC 0.5%
Value ($000) $1 Shares 2,682 Est. Cost $286.85 Unrealized -15.0%
AZN ASTRAZENECA PLC-SPONS ADR 0.5%
Value ($000) $1 Shares 9,710 Est. Cost $49.49 Unrealized
ARGX ARGENX SE - ADR 0.4%
Value ($000) $1 Shares 1,495 Est. Cost $129.55 Unrealized
ELV ELEVANCE HEALTH INC 0.4%
Value ($000) $1 Shares 1,071 Est. Cost $291.93 Unrealized +66.0%
MRK MERCK & CO. INC. 0.4%
Value ($000) $1 Shares 4,730 Est. Cost $61.86 Unrealized +50.0%
VRTX VERTEX PHARMACEUTICALS INC 0.4%
Value ($000) $1 Shares 1,755 Est. Cost $204.22 Unrealized +49.2%
REGN REGENERON PHARMACEUTICALS 0.3%
Value ($000) $0 Shares 666 Est. Cost $414.67 Unrealized +77.0%
LVMHF LVMH MOET HENNESSY LOUIS VUI 0.3%
Value ($000) $0 Shares 700 Est. Cost $646.52 Unrealized 0.0%
PFE PFIZER INC 0.3%
Value ($000) $0 Shares 9,269 Est. Cost $41.24 Unrealized -2.5%
HUM HUMANA INC 0.3%
Value ($000) $0 Shares 914 Est. Cost $312.00 Unrealized +62.8%
SYK STRYKER CORP 0.3%
Value ($000) $0 Shares 1,889 Est. Cost $189.34 Unrealized +16.1%
NVDA NVIDIA CORP 0.3%
Value ($000) $0 Shares 3,000 Est. Cost $14.65 Unrealized 0.0%
ABBV ABBVIE INC 0.3%
Value ($000) $0 Shares 2,656 Est. Cost $72.36 Unrealized +89.6%
CNC CENTENE CORP 0.3%
Value ($000) $0 Shares 5,185 Est. Cost $63.03 Unrealized +29.6%
ALNY ALNYLAM PHARMACEUTICALS INC 0.3%
Value ($000) $0 Shares 1,733 Est. Cost $153.40 Unrealized +39.0%
A AGILENT TECHNOLOGIES INC 0.3%
Value ($000) $0 Shares 2,625 Est. Cost $70.72 Unrealized +97.5%
BDX BECTON DICKINSON AND CO 0.3%
Value ($000) $0 Shares 1,413 Est. Cost $215.60 Unrealized +3.5%
MRNA MODERNA INC 0.2%
Value ($000) $0 Shares 1,903 Est. Cost $314.05 Unrealized -47.9%
EXPE EXPEDIA INC 0.2%
Value ($000) $0 Shares 3,700 Est. Cost $131.63 Unrealized -28.7%
CI CIGNA CORP 0.2%
Value ($000) $0 Shares 919 Est. Cost $188.22 Unrealized +58.8%
XLU UTILITIES SELECT SECTOR SPDR 0.2%
Value ($000) $0 Shares 4,144 Est. Cost $0.07 Unrealized
HOLX HOLOGIC INC 0.2%
Value ($000) $0 Shares 3,840 Est. Cost $52.83 Unrealized +34.8%
BMRN BIOMARIN PHARMACEUTICAL INC 0.2%
Value ($000) $0 Shares 2,713 Est. Cost $95.76 Unrealized -2.0%
MOH MOLINA HEALTHCARE INC 0.2%
Value ($000) $0 Shares 845 Est. Cost $267.66 Unrealized +26.9%
ASND ASCENDIS PHARMA - ADR 0.2%
Value ($000) $0 Shares 2,276 Est. Cost $114.43 Unrealized
XLC COMM SERV SELECT SECTOR SPDR 0.2%
Value ($000) $0 Shares 5,600 Est. Cost $0.05 Unrealized
ACAD ACADIA PHARMACEUTICALS INC 0.2%
Value ($000) $0 Shares 16,739 Est. Cost $43.25 Unrealized -63.9%
BLACK KNIGHT INC 0.2%
Value ($000) $0 Shares 3,800 Est. Cost $0.06 Unrealized
SHOCKWAVE MEDICAL INC 0.2%
Value ($000) $0 Shares 1,129 Est. Cost $197.04 Unrealized
WXIBF WUXI BIOLOGICS CAYMAN INC 0.1%
Value ($000) $0 Shares 3,515 Est. Cost $6.31 Unrealized 0.0%
BGC PARTNERS INC-CL A 0.1%
Value ($000) $0 Shares 55,000 Est. Cost $0.00 Unrealized
SPINNOVA OYJ 0.1%
Value ($000) $0 Shares 37,127 Est. Cost $0.01 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $0 Shares 2,000 Est. Cost $14.65 Unrealized 0.0%
ITUB ITAU UNIBANCO HLDNG-PREF ADR 0.1%
Value ($000) $0 Shares 21,385 Est. Cost $3.04 Unrealized
PAGS PAGSEGURO DIGITAL LTD-CL A 0.1%
Value ($000) $0 Shares 11,500 Est. Cost $11.75 Unrealized 0.0%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $0 Shares 695 Est. Cost $11.39 Unrealized
SBERBANK PJSC - SPONSORED ADR 0.0%
Value ($000) $0 Shares 160,000 Est. Cost $0.04 Unrealized
OI SA-ADR 0.0%
Value ($000) $0 Shares 575,000 Est. Cost $0.62 Unrealized