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Institutional Investment Manager
JGP Global Gestao de Recursos Ltda.
JGP Global Gestao de Recursos Ltda. (CIK: 0001536562), located at R. Humaita 275, 11th And 12th Floor, Rio DE Janeiro, D5. Institutional holdings reported to the SEC.

Institutional Holdings (2017Q1)
Portfolio Summary: 16 holdings with a total value of $120,385,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 NEUROCRINE BIOSCIE COM USD0.001 6,903 299,000 0.25%
2 VERTEX PHARMACEUTICALS INC 3,339 365,000 0.30%
3 ISHARES 10,000 375,000 0.31% Put
4 SEATTLE GENETICS INC 6,433 404,000 0.34%
5 TESARO INCORPORATED 2,860 440,000 0.37%
6 REGENERON PHARMACEUTICALS 1,179 457,000 0.38%
7 LILLY ELI & CO 7,969 670,000 0.56%
8 ALEXION PHARMACEUTIC 9,245 1,121,000 0.93%
9 UNITEDHEALTH GROUP INC 9,772 1,603,000 1.33%
10 CELGENE CORP 14,131 1,758,000 1.46%
11 BIOMARIN PHARMACEUTICAL INC 21,624 1,898,000 1.58%
12 INCYTE CORP 15,188 2,030,000 1.69%
13 ISHARES 100,000 3,746,000 3.11% Call
14 ANHEUSER BUSCH INBEV SA/NV 109,700 12,041,000 10.00%
15 KRAFT HEINZ CO 506,888 46,030,000 38.24%
16 SPDR S&P 500 ETF TR 200,000 47,148,000 39.16% Put

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-17-000966, filed 2017.05.09).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.