JGP Global Gestao de Recursos Ltda. 13F Holdings

CIK 0001536562 · RIO DE JANEIRO, D5

As of Sep 30, 2025, JGP Global Gestao de Recursos Ltda. reported 34 positions worth 72.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NEW GOLD INCNGDBasic Materials10,516,700$75.5M43.91%
STONECO LTDSTNETechnology3,215,966$60.8M35.36%
XP INCXPFinancial Services601,071 1.3M6.57%
NU HOLDINGS LTDNUFinancial Services704,467 1.3M6.56%
BEONE MEDICINES LTDONCHealthcare5,142 .8M1.02%
INCYTE CORPINCYHealthcare16,542 .4M0.82%
ELI LILLY & COLLYHealthcare1,352 .0M0.60%
ABBVIE INCABBVEquity3,374$781.2K0.45%
ACADIA PHARMACEUTICALS INCACADHealthcare23,082$492.6K0.29%
MADRIGAL PHARMACEUTICALS INCMDGLHealthcare1,042$477.9K0.28%
VNET GROUP INCVNETTechnology2,000$470.0K0.27%
ABBOTT LABORATORIESABTHealthcare3,364$450.6K0.26%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology1,604$448.0K0.26%
NVIDIA CORPNVDATechnology2,347$437.9K0.25%
JOHNSON & JOHNSONJNJHealthcare2,338$433.5K0.25%
INSMED INCINSMHealthcare2,697$388.4K0.23%
THERMO FISHER SCIENTIFIC INCTMOHealthcare769$373.0K0.22%
INTUITIVE SURGICAL INCISRGHealthcare819$366.3K0.21%
BOSTON SCIENTIFIC CORPBSXHealthcare3,592$350.7K0.20%
UNITEDHEALTH GROUP INCUNHHealthcare992$342.5K0.20%
RHYTHM PHARMACEUTICALS INCRYTMHealthcare3,253$328.5K0.19%
BRISTOL MYERS SQUIBB COBMYHealthcare6,774$305.5K0.18%
ZOETIS INCZTSHealthcare1,977$289.3K0.17%
GILEAD SCIENCES INCGILDHealthcare2,566$284.8K0.17%
DANAHER CORPDHRHealthcare1,361$269.8K0.16%