JGP Global Gestao de Recursos as of Sept. 30, 2025
Portfolio Holdings for JGP Global Gestao de Recursos
JGP Global Gestao de Recursos holds 34 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| New Gold Inc Cda (NGD) | 43.9 | $76M | 11M | 7.18 | |
| Stoneco Ltd-a Com Cl A (STNE) | 35.4 | $61M | 3.2M | 18.91 | |
| XP Cl A (XP) | 6.6 | $11M | 601k | 18.79 | |
| Nu Hldgs Ltd Ord Shs Cl A (NU) | 6.6 | $11M | 705k | 16.01 | |
| Beone Medicines Sponsored Ads (ONC) | 1.0 | $1.8M | 5.1k | 340.70 | |
| Incyte Corporation (INCY) | 0.8 | $1.4M | 17k | 84.81 | |
| Eli Lilly & Co. (LLY) | 0.6 | $1.0M | 1.4k | 763.00 | |
| Abbvie (ABBV) | 0.5 | $781k | 3.4k | 231.54 | |
| ACADIA Pharmaceuticals (ACAD) | 0.3 | $493k | 23k | 21.34 | |
| Madrigal Pharmaceuticals (MDGL) | 0.3 | $478k | 1.0k | 458.66 | |
| Vnet Group Sponsored Ads A Call Option (VNET) | 0.3 | $470k | 2.0k | 235.00 | |
| Abbott Laboratories (ABT) | 0.3 | $451k | 3.4k | 133.94 | |
| Taiwan Semiconductor-sp Sponsored Ads (TSM) | 0.3 | $448k | 1.6k | 279.29 | |
| NVIDIA Corporation (NVDA) | 0.3 | $438k | 2.3k | 186.58 | |
| Johnson & Johnson (JNJ) | 0.3 | $434k | 2.3k | 185.42 | |
| Insmed (INSM) | 0.2 | $388k | 2.7k | 144.01 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $373k | 769.00 | 485.02 | |
| Intuitive Surgical (ISRG) | 0.2 | $366k | 819.00 | 447.23 | |
| Boston Scientific Corporation (BSX) | 0.2 | $351k | 3.6k | 97.63 | |
| UnitedHealth (UNH) | 0.2 | $343k | 992.00 | 345.30 | |
| Rhythm Pharmaceuticals (RYTM) | 0.2 | $329k | 3.3k | 100.99 | |
| Bristol Myers Squibb (BMY) | 0.2 | $306k | 6.8k | 45.10 | |
| Zoetis Cl A (ZTS) | 0.2 | $289k | 2.0k | 146.32 | |
| Gilead Sciences (GILD) | 0.2 | $285k | 2.6k | 111.00 | |
| Danaher Corporation (DHR) | 0.2 | $270k | 1.4k | 198.26 | |
| Summit Therapeutics (SMMT) | 0.2 | $266k | 13k | 20.66 | |
| McKesson Corporation (MCK) | 0.1 | $241k | 312.00 | 772.54 | |
| IDEXX Laboratories (IDXX) | 0.1 | $241k | 377.00 | 638.89 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $230k | 586.00 | 391.64 | |
| Micron Technology (MU) | 0.1 | $226k | 1.4k | 167.32 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $206k | 3.2k | 65.00 | |
| Abcellera Biologics (ABCL) | 0.0 | $76k | 15k | 5.03 | |
| Kratos Defense & Security Solutions Put Option (KTOS) | 0.0 | $44k | 4.4k | 10.00 | |
| Cerus Corporation (CERS) | 0.0 | $17k | 11k | 1.59 |
