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JGP Global Gestao de Recursos

Latest statistics and disclosures from JGP Global Gestao de Recursos's latest quarterly 13F-HR filing:

Top 5 stock holdings are STNE, XP, NU, LLY, SOLS, and represent 73.31% of JGP Global Gestao de Recursos's stock portfolio.
Added to shares of these 10 stocks: XP, EEM, ARM, LLY, ABT, ABBV, ISRG, TMO, VRTX, JNJ.
Started 2 new stock positions in EEM, ARM.
Reduced shares in these 10 stocks: SOLS (-$83M), New Gold Inc Cda (-$80M), STNE (-$31M), , EWZ, MICC, IBB, SCHL, , .
Sold out of its positions in ACAD, GOOG, BBAR, BMA, AVGO, GGAL, IDXX, EWZ, IBB, KTOS. New Gold Inc Cda, RRC, RVMD, RYTM, XME, SCHL, SCCO, TCEHY, VEON, INTR, MICC.
JGP Global Gestao de Recursos was a net seller of stock by $-217M.
JGP Global Gestao de Recursos has $23M in assets under management (AUM), dropping by -86.38%.
Central Index Key (CIK): 0001536562

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Portfolio Holdings for JGP Global Gestao de Recursos

JGP Global Gestao de Recursos holds 26 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Stoneco Ltd-a Common Stock (STNE)	29.1	$6.7M	-82%	476k	14.12	View chart
Xp Inc - Class A Common Stock (XP)	21.4	$4.9M	+3%	260k	19.04	View chart
Nu Holdings Ltd/cayman Isl-a Common Stock (NU)	14.6	$3.4M	-19%	236k	14.37	View chart
Eli Lilly & Co Common Stock (LLY)	4.9	$1.1M		1.2k	919.77	View chart
Solstice Adv Materials Common Stock Put Option (SOLS)	3.3	$760k	-99%	2.0k	380.00	View chart
Abbvie Common Stock (ABBV)	2.9	$668k		3.1k	217.49	View chart
Incyte Corp Common Stock (INCY)	2.3	$529k	-38%	5.6k	94.12	View chart
Johnson & Johnson Common Stock (JNJ)	2.3	$521k		2.1k	244.44	View chart
Beigene Ltd- Adr (ONC)	2.2	$508k	-33%	1.7k	296.97	View chart
Bristol-myers Squibb Common Stock (BMY)	1.6	$374k		6.2k	60.65	View chart
Taiwan Semiconductor-sp Adr (TSM)	1.5	$351k	-30%	1.0k	337.95	View chart
Thermo Fisher Scientific Common Stock (TMO)	1.5	$346k		704.00	491.53	View chart
Intuitive Surgical Common Stock (ISRG)	1.5	$346k		750.00	460.99	View chart
Gilead Sciences Common Stock (GILD)	1.4	$325k		2.3k	139.37	View chart
Abbott Laboratories Common Stock (ABT)	1.4	$318k		3.1k	102.67	View chart
Nvidia Corp Common Stock (NVDA)	1.1	$265k	-36%	1.5k	174.40	View chart
Mckesson Corp Common Stock (MCK)	1.1	$246k		284.00	865.36	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	1.0	$240k		537.00	446.54	View chart
Madrigal Pharmaceuticals Common Stock (MDGL)	1.0	$227k	-30%	433.00	523.47	View chart
Zoetis Common Stock (ZTS)	0.9	$212k		1.8k	118.21	View chart
Insmed Common Stock (INSM)	0.9	$212k	-48%	1.3k	163.52	View chart
Vnet Group Inc- Adr (VNET)	0.9	$208k	-51%	25k	8.39	View chart
Boston Scientific Corp Common Stock (BSX)	0.9	$205k		3.3k	62.75	View chart
Ishares Msci Emerging Market Etp Call Option (EEM)	0.2	$41k	NEW	3.1k	13.50	View chart
Arm Holdings Plc- Adr Call Option (ARM)	0.1	$16k	NEW	130.00	120.00	View chart
Oi Sa- Adr (OIBZQ)	0.1	$13k		50k	0.26	View chart

Past Filings by JGP Global Gestao de Recursos

SEC 13F filings are viewable for JGP Global Gestao de Recursos going back to 2014

JGP Global Gestao de Recursos 2026 Q1 filed May 8, 2026
JGP Global Gestao de Recursos 2025 Q4 filed Jan. 26, 2026
JGP Global Gestao de Recursos 2025 Q3 filed Oct. 24, 2025
JGP Global Gestao de Recursos 2025 Q2 filed July 22, 2025
JGP Global Gestao de Recursos 2025 Q1 filed May 9, 2025
JGP Global Gestao de Recursos 2024 Q4 filed Jan. 24, 2025
JGP Global Gestao de Recursos 2024 Q3 filed Nov. 1, 2024
JGP Global Gestao de Recursos 2024 Q2 filed Aug. 2, 2024
JGP Global Gestao de Recursos 2024 Q1 filed May 9, 2024
JGP Global Gestao de Recursos 2023 Q4 filed Jan. 19, 2024
JGP Global Gestao de Recursos 2023 Q3 filed Nov. 1, 2023
JGP Global Gestao de Recursos 2023 Q2 filed Aug. 4, 2023
JGP Global Gestao de Recursos 2023 Q1 filed May 5, 2023
JGP Global Gestao de Recursos 2022 Q4 filed Jan. 25, 2023
JGP Global Gestao de Recursos 2022 Q3 filed Nov. 4, 2022
JGP Global Gestao de Recursos 2022 Q2 filed Aug. 1, 2022

View all past filings

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