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JGP Global Gestao de Recursos Ltda. Portfolio
$49.2M across 25 positions as of 2026-09-30, with 90% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| XP INC - CLASS A | $14.3M | 29.0% | 679,766 |
| I-80 GOLD CORP | $10M | 20.3% | 6,000,000 |
| SPYState Street SPDR S&P 500 ETF Trust | $7.8M | 16.0% | 10,290 |
| PROSYProsus NV | $7.4M | 15.0% | 914,827 |
| LLYEli Lilly and Co | $1.3M | 2.7% | 1,130 |
| NVDANVIDIA Corpput — a bet against | $906K | 1.8% | 6,000 |
| ABBVAbbVie Inc | $773K | 1.6% | 2,955 |
| INCYIncyte Corp | $682K | 1.4% | 5,620 |
| JNJJohnson & Johnson | $645.2K | 1.3% | 2,437 |
| BEIGENE LTD-ADR | $626.1K | 1.3% | 1,711 |
| MRKMerck & Co Inc | $504.2K | 1.0% | 3,470 |
| UNHUnitedHealth Group Inc | $469.5K | 1.0% | 1,279 |
| BMYBristol-Myers Squibb Co | $395.2K | 0.8% | 6,333 |
| VRTXVertex Pharmaceuticals Inc | $390K | 0.8% | 746 |
| TMOThermo Fisher Scientific Inc | $370.6K | 0.8% | 549 |
| REVOLUTION MEDICINES INC | $365K | 0.7% | 1,778 |
| KODKodiak Sciences Inc | $346.6K | 0.7% | 3,656 |
| NVDANVIDIA Corp | $343.5K | 0.7% | 1,504 |
| GILDGilead Sciences, Inc | $327.9K | 0.7% | 2,200 |
| ABTAbbott Laboratories | $292.2K | 0.6% | 2,957 |
| LRCXLam Research Corp | $258.5K | 0.5% | 787 |
| ASML HOLDING NV-NY REG SHS | $244.6K | 0.5% | 135 |
| ISRGIntuitive Surgical Inc | $237.1K | 0.5% | 583 |
| MDGLMadrigal Pharmaceuticals Inc | $218.2K | 0.4% | 433 |
| OI SA-ADR | $13.1K | 0.0% | 50,301 |
Quarter ending 2026-09-30.
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