JGP Global Gestao de Recursos Ltda.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Rio De Janeiro, Brazil
CIK
0001536562
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 54 166,754 BYD, NU, DAIICHI SANKYO CO LTD, XP 13F-HR 1/19/2024 000153656224000001
Q3 2023 53 158,103 XP, DAIICHI SANKYO CO LTD, MELI, SGML 13F-HR 11/1/2023 000153656223000005
Q2 2023 66 143,170 XP, DAIICHI SANKYO CO LTD, ATVI, SGML 13F-HR 8/4/2023 000153656223000004
Q1 2023 63 96,399 ATVI, KWEB, DIS, SYK 13F-HR 5/5/2023 000153656223000003
Q4 2022 60 140,594 XP, DAIICHI SANKYO CO LTD, ATVI, VLATU 13F-HR 1/25/2023 000153656223000002
Q3 2022 56 118,454 XP, SGML, XLE, VLATU 13F-HR 11/4/2022 000153656222000006
Q2 2022 59 131,439 XP, SGML, MELI, XOP 13F-HR 8/1/2022 000153656222000005
Q1 2022 66 174,109 XP, SGML, SLB, OIH 13F-HR 5/5/2022 000153656222000004
Q4 2021 70 215,065 SGML, META, XP, PBR 13F-HR 2/3/2022 000153656222000001
Q3 2021 76 275,434 SGML, XLE, DISH, XP 13F-HR 11/4/2021 000153656221000007
Q2 2021 71 300,733 MELI, STNE, XP, ARCE 13F-HR 8/9/2021 000153656221000006
Q1 2021 51 161,152 MELI, STNE, XP, PAGS 13F-HR 5/11/2021 000153656221000005
Q4 2020 45 26,597 MSFT, UNH, ISRG, 49BA.SG 13F-HR 1/27/2021 000153656221000001
Q3 2020 61 182,863 MELI, EWZ, VALE, ARCE 13F-HR 11/12/2020 000153656220000004
Q2 2020 60 169,062 VALE, MELI, GOOG, IBB 13F-HR 8/10/2020 000153656220000003
Q1 2020 56 230,715 GDX, MELI, ARCE, XP 13F-HR 5/7/2020 000153656220000002
Q4 2019 61 281,986 MELI, GDX, EEM, PAGS 13F-HR 1/24/2020 000153656220000001
Q3 2019 69 180,870 MELI, PAGS, WFC, AVP 13F-HR 10/29/2019 000153656219000004
Q2 2019 52 254,215 SPY puts, MELI, SMH puts, VALE 13F-HR 7/19/2019 000153656219000003
Q1 2019 66 270,564 SPY calls, EEM calls, EWZ, SMH puts 13F-HR 4/24/2019 000153656219000002
Q4 2018 55 82,342 KHC puts, EWZ, GE, OIBZQ 13F-HR 1/23/2019 000153656219000001
Q3 2018 23 59,134 KHC calls, PBR calls, EWZ calls, OIBZQ 13F-HR 10/25/2018 000153656218000005
Q2 2018 10 62,472 EEM, XPH, BUD, BRK-B 13F-HR 8/10/2018 000153656218000004
Q1 2018 18 251,365 SPY, BMA, SMH, KHC 13F-HR 4/17/2018 000153656218000003
Q4 2017 20 204,765 KHC, BMA, META, EWZ 13F-HR 2/1/2018 000153656218000002
Q3 2017 27 97,441 KHC calls, GGAL, EWZ, KHC 13F-HR 11/9/2017 000153656217000004
Q2 2017 15 75,397 QQQ puts, SPY puts, EEM puts, INCY 13F-HR 8/4/2017 000153656217000003
Q1 2017 16 120,385 SPY puts, KHC, BUD, EWZ calls 13F-HR 5/9/2017 000117266117000966
Q4 2016 41 194,935 SPY puts, BUD, CRI, EWZ puts 13F-HR 2/13/2017 000117266117000442
Q3 2016 37 1,032,071 SPY puts, CRI, VFC, KHC 13F-HR 11/9/2016 000117266116004112
Q2 2016 35 519,718 SPY puts, NKE, VFC, GOOG 13F-HR 8/12/2016 000117266116003725
Q1 2016 33 238,819 SPY puts, EWZ calls, GOOG, SPY calls 13F-HR 5/12/2016 000117266116003235
Q4 2015 28 117,744 MCO, VFC, AGN, CRI 13F-HR 2/16/2016 000117266116002754
Q3 2015 26 182,178 SPY puts, GOOG, VFC, CRI 13F-HR 11/4/2015 000117266115001873
Q2 2015 23 428,161 SPY puts, VFC, SMH puts, BUD calls 13F-HR 8/6/2015 000117266115001446
Q1 2015 29 269,426 SPY puts, BUD calls, VFC, CRI 13F-HR 5/12/2015 000117266115001019
Q4 2014 32 1,296,142 SPY calls, MMM, REPYY, VFC RESTATEMENT 2/3/2015 000117266115000224
Additional filings from JGP Global Gestao de Recursos Ltda. that have since been restated