JGP Global Gestao de Recursos

JGP Global Gestao de Recursos as of Dec. 31, 2025

Portfolio Holdings for JGP Global Gestao de Recursos

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
New Gold Common Stock (NGD) 47.1 $80M 9.2M 8.71
Stoneco Ltd-a Common Stock (STNE) 23.1 $39M 2.7M 14.79
Solstice Adv Materials Common Stock (SOLS) 6.3 $11M 220k 48.58
Range Resources Corp Common Stock (RRC) 4.2 $7.1M 200k 35.26
Nu Holdings Ltd/cayman Isl-a Common Stock (NU) 2.9 $4.9M 292k 16.74
Xp Inc - Class A Common Stock (XP) 2.4 $4.1M 250k 16.37
Ishares Msci Brazil Capped E Etp (EWZ) 1.9 $3.2M 100k 31.77
Magnum Ice Cream Co Nv Common Stock (MICC) 1.9 $3.2M 200k 15.85
Eli Lilly & Co Common Stock (LLY) 0.8 $1.3M 1.2k 1074.68
Ishares Nasdaq Biotechnology Etp (IBB) 0.7 $1.1M 6.8k 168.77
Scholastic Corp Common Stock (SCHL) 0.6 $1.0M 35k 29.63
Spdr S&p Metals & Mining Etf Etp (XME) 0.6 $1.0M 9.8k 103.61
Incyte Corp Common Stock (INCY) 0.5 $898k 9.1k 98.77
Kratos Defense & Security Common Stock Call Option (KTOS) 0.5 $818k 1.2k 683.77
Beigene Ltd- Adr (ONC) 0.5 $778k 2.6k 303.81
Abbvie Common Stock (ABBV) 0.4 $698k 3.1k 228.49
Inter & Co Inc - Cl A Common Stock (INTR) 0.4 $641k 76k 8.48
Southern Copper Corp Common Stock (SCCO) 0.3 $531k 3.7k 143.47
Grupo Financiero Galicia- Adr (GGAL) 0.3 $529k 9.8k 53.94
Taiwan Semiconductor-sp Adr (TSM) 0.3 $457k 1.5k 303.89
Nvidia Corp Common Stock (NVDA) 0.3 $448k 2.4k 186.50
Johnson & Johnson Common Stock (JNJ) 0.3 $439k 2.1k 206.95
Insmed Common Stock (INSM) 0.3 $435k 2.5k 174.04
Vnet Group Inc- Adr (VNET) 0.3 $429k 51k 8.46
Intuitive Surgical Common Stock (ISRG) 0.2 $421k 743.00 566.36
Thermo Fisher Scientific Common Stock (TMO) 0.2 $405k 698.00 579.45
Abbott Laboratories Common Stock (ABT) 0.2 $383k 3.1k 125.29
Acadia Pharmaceuticals Common Stock (ACAD) 0.2 $370k 14k 26.71
Madrigal Pharmaceuticals Common Stock (MDGL) 0.2 $364k 625.00 582.34
Banco Macro Sa- Adr (BMA) 0.2 $334k 3.7k 90.16
Bristol-myers Squibb Common Stock (BMY) 0.2 $331k 6.1k 53.94
Boston Scientific Corp Common Stock (BSX) 0.2 $310k 3.2k 95.35
Rhythm Pharmaceuticals Common Stock (RYTM) 0.2 $307k 2.9k 107.04
Gilead Sciences Common Stock (GILD) 0.2 $285k 2.3k 122.74
Veon Adr (VEON) 0.2 $255k 4.8k 52.57
Alphabet Inc-cl C Common Stock (GOOG) 0.1 $250k 795.00 313.80
Vertex Pharmaceuticals Common Stock (VRTX) 0.1 $241k 532.00 453.36
Idexx Laboratories Common Stock (IDXX) 0.1 $231k 342.00 676.53
Mckesson Corp Common Stock (MCK) 0.1 $231k 282.00 820.29
Banco Bbva Argentina Sa Adr (BBAR) 0.1 $231k 13k 18.07
Tencent Holdings Ltd-uns Adr (TCEHY) 0.1 $226k 3.0k 76.55
Zoetis Common Stock (ZTS) 0.1 $225k 1.8k 125.82
Broadcom Common Stock (AVGO) 0.1 $211k 610.00 346.10
Revolution Medicines Common Stock (RVMD) 0.1 $203k 2.5k 79.65
Oi Sa- Adr (OIBZQ) 0.0 $13k 50k 0.26