0001172661-15-000224.txt : 20150203 0001172661-15-000224.hdr.sgml : 20150203 20150203160309 ACCESSION NUMBER: 0001172661-15-000224 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150203 DATE AS OF CHANGE: 20150203 EFFECTIVENESS DATE: 20150203 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-16384 FILM NUMBER: 15571018 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/A 1 primary_doc.xml 13F-HR/A LIVE false true false 0001536562 XXXXXXXX 12-31-2014 12-31-2014 true 1 RESTATEMENT 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 02-03-2015 0 32 1296142 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 82160 500000 SH SOLE 500000 0 0 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 11842 105428 SH SOLE 105428 0 0 APPLE INC COM 037833100 607 5500 SH SOLE 5500 0 0 BANCO MACRO SA SPON ADR B 05961W105 2997 68521 SH SOLE 68521 0 0 BBVA BANCO FRANCES S A SPONSORED ADR 07329M100 25194 1826947 SH SOLE 1826947 0 0 BLACKROCK INC COM 09247X101 3397 9500 SH SOLE 9500 0 0 CARTER INC COM 146229109 8101 92790 SH SOLE 92790 0 0 CUMMINS INC COM 231021106 923 6400 SH SOLE 6400 0 0 DISCOVER FINL SVCS COM 254709108 295 4500 SH SOLE 4500 0 0 DISNEY WALT CO COM DISNEY 254687106 1695 18000 SH SOLE 18000 0 0 EMPRESA DIST Y COMERCIAL NOR SPON ADR 29244A102 101 10752 SH SOLE 10752 0 0 GENERAL DYNAMICS CORP COM 369550108 454 3300 SH SOLE 3300 0 0 GOOGLE INC CL C 38259P706 1842 3500 SH SOLE 3500 0 0 HOME DEPOT INC COM 437076102 651 6200 SH SOLE 6200 0 0 HONEYWELL INTL INC COM 438516106 899 9000 SH SOLE 9000 0 0 ISHARES MSCI BRZ CAP ETF 464286400 14737 403000 SH Put SOLE 403000 0 0 JOHNSON & JOHNSON COM 478160104 1067 10200 SH SOLE 10200 0 0 MASTERCARD INC CL A 57636Q104 2886 33498 SH SOLE 33498 0 0 MICROSOFT CORP COM 594918104 1069 23000 SH SOLE 23000 0 0 MOODYS CORP COM 615369105 1293 13500 SH SOLE 13500 0 0 PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 744 98132 SH SOLE 98132 0 0 PPG INDS INC COM 693506107 2068 8947 SH SOLE 8947 0 0 RIO TINTO PLC SPONSORED ADR 767204100 9779 212290 SH SOLE 212290 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 6574 135580 SH SOLE 135580 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1190 16500 SH SOLE 16500 0 0 SHIRE PLC SPONSORED ADR 82481R106 4516 21246 SH SOLE 21246 0 0 SMUCKER J M CO COM NEW 832696405 251 2489 SH SOLE 2489 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 4797 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 324 16719 SH SOLE 16719 0 0 V F CORP COM 918204108 41755 557479 SH SOLE 557479 0 0 YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 50596 1911450 SH SOLE 1911450 0 0