JGP Global Gestao de Recursos

JGP Global Gestao de Recursos as of June 30, 2025

Portfolio Holdings for JGP Global Gestao de Recursos

JGP Global Gestao de Recursos holds 45 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Stoneco Ltd-a Common Stock (STNE) 35.7 $73M 4.6M 16.04
New Gold Common Stock (NGD) 25.6 $52M 11M 4.95
Xp Inc - Class A Common Stock (XP) 8.4 $17M 854k 20.20
Kratos Defense & Security Common Stock (KTOS) 6.4 $13M 280k 46.45
Ishares Bitcoin Trust Etp (IBIT) 6.0 $12M 200k 61.21
Nu Holdings Ltd/cayman Isl-a Common Stock (NU) 5.2 $11M 769k 13.72
Perpetua Resources Corp Common Stock (PPTA) 2.7 $5.5M 450k 12.14
Beigene Ltd- Adr (ONC) 1.4 $2.9M 12k 242.07
Incyte Corp Common Stock (INCY) 0.6 $1.3M 19k 68.10
Telefonica Brasil- Adr (VIV) 0.6 $1.1M 100k 11.40
Nvidia Corp Common Stock (NVDA) 0.5 $1.1M 7.1k 157.99
Eli Lilly & Co Common Stock (LLY) 0.5 $1.0M 1.3k 779.53
Alphabet Inc-cl C Common Stock (GOOG) 0.5 $933k 5.3k 177.39
Cohen Circle Acquisition Cor Common Stock (CCIR) 0.4 $829k 76k 10.97
Softbank Group Corp-unsp Adr (SFTBY) 0.4 $791k 22k 36.43
Brookfield Corp Common Stock (BN) 0.4 $787k 13k 61.85
Marvell Technology Group Common Stock (MRVL) 0.4 $773k 10k 77.40
Abbvie Common Stock (ABBV) 0.3 $621k 3.3k 185.62
Acadia Pharmaceuticals Common Stock (ACAD) 0.3 $581k 27k 21.57
Micron Technology Common Stock (MU) 0.2 $511k 4.1k 123.25
Taiwan Semiconductor-sp Adr (TSM) 0.2 $490k 2.2k 226.49
Abbott Laboratories Common Stock (ABT) 0.2 $454k 3.3k 136.01
Intuitive Surgical Common Stock (ISRG) 0.2 $442k 813.00 543.41
Alamos Gold Inc-class A Common Stock (AGI) 0.2 $411k 16k 26.56
Agnico-eagle Mines Common Stock (AEM) 0.2 $386k 3.2k 118.93
Boston Scientific Corp Common Stock (BSX) 0.2 $383k 3.6k 107.41
Madrigal Pharmaceuticals Common Stock (MDGL) 0.2 $376k 1.2k 302.64
Johnson & Johnson Common Stock (JNJ) 0.2 $352k 2.3k 152.75
Summit Therapeutics Common Stock (SMMT) 0.2 $327k 15k 21.28
Insmed Common Stock (INSM) 0.2 $317k 3.1k 100.64
Bristol-myers Squibb Common Stock (BMY) 0.2 $311k 6.7k 46.29
Thermo Fisher Scientific Common Stock (TMO) 0.2 $309k 763.00 405.46
Unitedhealth Group Common Stock (UNH) 0.2 $307k 984.00 311.97
Zoetis Common Stock (ZTS) 0.1 $306k 2.0k 155.95
Gilead Sciences Common Stock (GILD) 0.1 $282k 2.5k 110.87
Danaher Corp Common Stock (DHR) 0.1 $267k 1.4k 197.54
Vertex Pharmaceuticals Common Stock (VRTX) 0.1 $259k 581.00 445.20
Rhythm Pharmaceuticals Common Stock (RYTM) 0.1 $242k 3.8k 63.19
Pony Ai Inc.- Adr (PONY) 0.1 $236k 18k 13.20
Mckesson Corp Common Stock (MCK) 0.1 $227k 310.00 732.78
Idexx Laboratories Common Stock (IDXX) 0.1 $201k 374.00 536.34
Abcellera Biologics Common Stock (ABCL) 0.0 $60k 17k 3.43
Kodiak Sciences Common Stock (KOD) 0.0 $41k 11k 3.73
Cerus Corp Common Stock (CERS) 0.0 $17k 12k 1.41
Oi Sa- Adr (OIBZQ) 0.0 $13k 50k 0.26