0001172661-15-000216.txt : 20150202 0001172661-15-000216.hdr.sgml : 20150202 20150202170925 ACCESSION NUMBER: 0001172661-15-000216 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150202 DATE AS OF CHANGE: 20150202 EFFECTIVENESS DATE: 20150202 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JGP Global Gestao de Recursos Ltda. CENTRAL INDEX KEY: 0001536562 IRS NUMBER: 000000000 STATE OF INCORPORATION: D5 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16384 FILM NUMBER: 15568025 BUSINESS ADDRESS: STREET 1: R. HUMAITA 275, 11TH AND 12TH FLOOR CITY: RIO DE JANEIRO STATE: D5 ZIP: 22261-005 BUSINESS PHONE: 552135288300 MAIL ADDRESS: STREET 1: R. HUMAITA 275, 11TH AND 12TH FLOOR CITY: RIO DE JANEIRO STATE: D5 ZIP: 22261-005 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001536562 XXXXXXXX 12-31-2014 12-31-2014 false JGP Global Gestao de Recursos Ltda.

R. Humaita 275, 11th And 12th Floor Rio De Janeiro D5 22261-005

13F HOLDINGS REPORT 028-16384 N Roberto Vaimberg 5521-3528-8251 /s/ Roberto Vaimberg Rio De Janeiro D5 02-02-2015 0 36 1164633 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 9190 500000 SH SOLE 500000 0 0 AMERICAN EXPRESS CO COM 025816109 605 1150 SH SOLE 1150 0 0 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 11476 105428 SH SOLE 105428 0 0 APPLE INC COM 037833100 757 5500 SH SOLE 5500 0 0 BANCO BRADESCO S A SP ADR PFD NEW 059460303 612 7100 SH SOLE 7100 0 0 BANCO MACRO SA SPON ADR B 05961W105 3180 68521 SH SOLE 68521 0 0 BBVA BANCO FRANCES S A SPONSORED ADR 07329M100 16767 1826947 SH SOLE 1826947 0 0 BLACKROCK INC COM 09247X101 997 9500 SH SOLE 9500 0 0 CARTER INC COM 146229109 8384 92790 SH SOLE 92790 0 0 CUMMINS INC COM 231021106 669 6400 SH SOLE 6400 0 0 DISCOVER FINL SVCS COM 254709108 739 4500 SH SOLE 4500 0 0 DISNEY WALT CO COM DISNEY 254687106 836 18000 SH SOLE 18000 0 0 EMPRESA DIST Y COMERCIAL NOR SPON ADR 29244A102 472 10752 SH SOLE 10752 0 0 EOG RES INC COM 26875P101 684 600 SH SOLE 600 0 0 GENERAL DYNAMICS CORP COM 369550108 763 3300 SH SOLE 3300 0 0 GOOGLE INC CL C 38259P706 744 3500 SH SOLE 3500 0 0 HOME DEPOT INC COM 437076102 626 6200 SH SOLE 6200 0 0 HONEYWELL INTL INC COM 438516106 769 9000 SH SOLE 9000 0 0 ISHARES MSCI BRZ CAP ETF 464286400 14737 403000 SH Put SOLE 403000 0 0 JOHNSON & JOHNSON COM 478160104 764 10200 SH SOLE 10200 0 0 MASTERCARD INC CL A 57636Q104 2037 33498 SH SOLE 33498 0 0 MICROSOFT CORP COM 594918104 1141 23000 SH SOLE 23000 0 0 MOODYS CORP COM 615369105 740 13500 SH SOLE 13500 0 0 PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 10440 98132 SH SOLE 98132 0 0 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 521 6800 SH SOLE 6800 0 0 PPG INDS INC COM 693506107 1005 8947 SH SOLE 8947 0 0 RIO TINTO PLC SPONSORED ADR 767204100 18409 212290 SH SOLE 212290 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 9639 135580 SH SOLE 135580 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1163 16500 SH SOLE 16500 0 0 SHIRE PLC SPONSORED ADR 82481R106 1855 21246 SH SOLE 21246 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2192 23343 SH SOLE 23343 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1011338 4920400 SH Call SOLE 4920400 0 0 TELECOM ARGENTINA S A SPON ADR REP B 879273209 157 16719 SH SOLE 16719 0 0 TERNIUM SA SPON ADR 880890108 213 4386 SH SOLE 4386 0 0 V F CORP COM 918204108 15429 557479 SH SOLE 557479 0 0 YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 14583 1911450 SH SOLE 1911450 0 0