JGP Global Gestao de Recursos

JGP Global Gestao de Recursos as of March 31, 2026

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