JGP Global Gestao de Recursos

JGP Global Gestao de Recursos as of June 30, 2026

Portfolio Holdings for JGP Global Gestao de Recursos

JGP Global Gestao de Recursos holds 32 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Xp Inc - Class A Common Stock (XP) 23.6 $11M 658k 16.26
Spdr S&p 500 Etf Trust Etp (SPY) 17.0 $7.7M 10k 746.77
Softbank Group Corp-unsp Adr (SFTBY) 9.4 $4.3M 226k 18.82
Veon Adr (VEON) 7.7 $3.5M 67k 52.21
Prosus Nv - Adr (PROSY) 6.6 $3.0M 342k 8.70
Ataibeckley Common Stock (ATAI) 5.8 $2.6M 500k 5.27
Echostar Corp-a Common Stock 4.8 $2.2M 22k 101.50
Ck Hutchison Holdin-unsp Adr (CKHUY) 3.4 $1.5M 180k 8.48
Itau Unibanco Hldng-pref Adr (ITUB) 3.0 $1.4M 168k 8.17
Eli Lilly & Co Common Stock (LLY) 2.9 $1.3M 1.1k 1199.43
Abbvie Common Stock (ABBV) 1.6 $723k 2.9k 251.64
Incyte Corp Common Stock (INCY) 1.4 $637k 5.6k 113.36
Johnson & Johnson Common Stock (JNJ) 1.3 $601k 2.4k 253.97
Unitedhealth Group Common Stock (UNH) 1.1 $517k 1.2k 415.63
Beigene Ltd- Adr (ONC) 1.1 $488k 1.7k 284.97
Merck & Co Common Stock (MRK) 1.0 $433k 3.4k 128.50
Stmicroelectronics Nv-ny NY Reg Shrs (STM) 0.9 $401k 5.3k 74.89
Nvidia Corp Common Stock Put Option (NVDA) 0.8 $374k 3.0k 124.50
Vertex Pharmaceuticals Common Stock (VRTX) 0.8 $360k 725.00 496.73
Bristol-myers Squibb Common Stock (BMY) 0.8 $355k 6.2k 57.62
Revolution Medicines Common Stock (RVMD) 0.7 $333k 1.8k 187.28
Gilead Sciences Common Stock (GILD) 0.6 $270k 2.1k 126.34
Thermo Fisher Scientific Common Stock (TMO) 0.6 $268k 534.00 501.36
Abbott Laboratories Common Stock (ABT) 0.6 $261k 2.9k 90.74
Madrigal Pharmaceuticals Common Stock (MDGL) 0.5 $233k 433.00 536.95
Intuitive Surgical Common Stock (ISRG) 0.5 $225k 566.00 397.68
Stryker Corp Common Stock (SYK) 0.5 $218k 691.00 314.84
Acadia Pharmaceuticals Common Stock (ACAD) 0.5 $205k 8.1k 25.30
Albemarle Corp Common Stock Put Option (ALB) 0.3 $134k 920.00 146.00
Pony Ai Inc.- Adr (PONY) 0.3 $129k 19k 6.95
Baidu Inc - Adr Put Option (BIDU) 0.0 $20k 1.0k 19.50
Oi Sa- Adr (OIBZQ) 0.0 $13k 50k 0.26