JGP Global Gestao de Recursos Ltda.

13F filer · CIK 0001536562

Reported Jul 20, 2026

Net buyer this quarter

13F portfolio value$45.3MU.S. long equity reported on 13F

Positions2512 new · 9 closed

Net flow last quarter+$15.9MBuys minus sells

Top 10 positions weight69.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 20, 202625 positions
XPXP Inc.	$10.7M	23.57%	Not reported	+153.2%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$7.68M	16.95%	Not reported	Not reported	Q4 2014
VEONVEON Ltd.	$3.49M	7.69%	0.00%	Not reported	Q4 2025
ATAIAtaiBeckley Inc.	$2.64M	5.81%	0.14%	New	Q2 2026
ECHOEchoStar CORP	$2.2M	4.84%	0.05%	New	Q2 2026
ITUBItau Unibanco Holding S.A.	$1.37M	3.02%	0.00%	Not reported	Q4 2017
LLYELI LILLY & Co	$1.32M	2.91%	0.00%	-10.8%	Q1 2016
ABBVAbbVie Inc.	$722K	1.59%	0.00%	-6.5%	Q1 2016
INCYIncyte Corp	$637K	1.41%	0.00%	Not reported	Q3 2016
JNJJohnson & Johnson	$601K	1.33%	0.00%	+11.1%	Q4 2014
UNHUnitedhealth Group Inc	$517K	1.14%	0.00%	Not reported	Q3 2016
ONCBeOne Medicines Ltd.	$488K	1.08%	0.00%	Not reported	Q4 2018
MRKMerck & Co., Inc.	$433K	0.96%	0.00%	Not reported	Q4 2018
STMSTMicroelectronics N.V.	$401K	0.88%	0.00%	New	Q2 2026
VRTXVertex Pharmaceuticals Inc / Ma	$360K	0.79%	0.00%	+35.0%	Q1 2016
BMYBristol Myers Squibb Co	$355K	0.78%	0.00%	-0.1%	Q1 2016
RVMDRevolution Medicines, Inc.	$333K	0.73%	0.00%	Not reported	Q3 2024
GILDGilead Sciences, Inc.	$270K	0.60%	0.00%	-8.3%	Q4 2015
TMOThermo Fisher Scientific Inc.	$268K	0.59%	0.00%	-24.2%	Q1 2016
ABTAbbott Laboratories	$261K	0.58%	0.00%	-7.1%	Q4 2018
MDGLMadrigal Pharmaceuticals, Inc.	$232K	0.51%	0.00%	Not reported	Q1 2019
ISRGIntuitive Surgical Inc	$225K	0.50%	0.00%	-24.5%	Q1 2019
SYKStryker Corp	$218K	0.48%	0.00%	Not reported	Q2 2019
ACADAcadia Pharmaceuticals Inc	$205K	0.45%	0.00%	Not reported	Q3 2016
PONYPony AI Inc.	$129K	0.28%	0.00%	Not reported	Q2 2025
Q1 2026Reported May 8, 202622 positions
STNEStoneCo Ltd.	$6.71M	28.98%	Not reported	-82.1%	Q3 2019
XPXP Inc.	$4.94M	21.35%	Not reported	+3.8%	Q4 2019
NUNu Holdings Ltd.	$3.39M	14.62%	Not reported	-19.4%	Q2 2023
LLYELI LILLY & Co	$1.13M	4.89%	0.00%	+1.1%	Q1 2016
ABBVAbbVie Inc.	$668K	2.89%	0.00%	+0.5%	Q1 2016
INCYIncyte Corp	$529K	2.28%	0.00%	-38.2%	Q3 2016
JNJJohnson & Johnson	$521K	2.25%	0.00%	+0.4%	Q4 2014
ONCBeOne Medicines Ltd.	$508K	2.19%	0.00%	-33.1%	Q4 2018
BMYBristol Myers Squibb Co	$374K	1.61%	0.00%	+0.4%	Q1 2016
TSMTaiwan Semiconductor Manufacturing Co Ltd	$351K	1.52%	0.00%	-31.0%	Q2 2021
TMOThermo Fisher Scientific Inc.	$346K	1.49%	0.00%	+0.9%	Q1 2016
ISRGIntuitive Surgical Inc	$346K	1.49%	0.00%	+0.9%	Q1 2019
GILDGilead Sciences, Inc.	$325K	1.40%	0.00%	+0.4%	Q4 2015
ABTAbbott Laboratories	$318K	1.37%	0.00%	+1.2%	Q4 2018
NVDANvidia Corp	$265K	1.14%	0.00%	-36.8%	Q4 2022
MCKMckesson Corp	$246K	1.06%	0.00%	+0.7%	Q1 2025
VRTXVertex Pharmaceuticals Inc / Ma	$240K	1.04%	0.00%	+0.9%	Q1 2016
MDGLMadrigal Pharmaceuticals, Inc.	$227K	0.98%	0.00%	-30.7%	Q1 2019
ZTSZoetis Inc.	$212K	0.92%	0.00%	+0.5%	Q1 2025
INSMINSMED Inc	$212K	0.92%	0.00%	-48.1%	Q3 2024
VNETVNET Group, Inc.	$208K	0.90%	0.03%	-50.5%	Q4 2025
BSXBoston Scientific Corp	$205K	0.89%	0.00%	+0.8%	Q3 2017
Q4 2025Reported Jan 26, 202638 positions
STNEStoneCo Ltd.	$39.2M	23.15%	Not reported	-17.5%	Q3 2019
SOLSSolstice Advanced Materials Inc.	$10.7M	6.29%	0.14%	New	Q4 2025
RRCRange Resources Corp	$7.05M	4.16%	0.08%	New	Q4 2025
NUNu Holdings Ltd.	$4.89M	2.89%	Not reported	-58.5%	Q2 2023
XPXP Inc.	$4.09M	2.42%	Not reported	-58.4%	Q4 2019
MICCMagnum Ice Cream Co N.V.	$3.17M	1.87%	0.03%	New	Q4 2025
LLYELI LILLY & Co	$1.31M	0.77%	0.00%	-9.9%	Q1 2016
SCHLScholastic Corp	$1.04M	0.62%	0.14%	New	Q4 2025
INCYIncyte Corp	$898K	0.53%	0.00%	-45.1%	Q3 2016
ONCBeOne Medicines Ltd.	$777K	0.46%	0.00%	-50.2%	Q4 2018
ABBVAbbVie Inc.	$698K	0.41%	0.00%	-9.4%	Q1 2016
INTRInter & Co, Inc.	$641K	0.38%	0.03%	Not reported	Q1 2024
SCCOSouthern Copper Corp/	$531K	0.31%	0.00%	New	Q4 2025
GGALGrupo Financiero Galicia SA	$529K	0.31%	Not reported	Not reported	Q1 2015
TSMTaiwan Semiconductor Manufacturing Co Ltd	$457K	0.27%	0.00%	-6.2%	Q2 2021
NVDANvidia Corp	$448K	0.26%	0.00%	+2.3%	Q4 2022
JNJJohnson & Johnson	$439K	0.26%	0.00%	-9.2%	Q4 2014
INSMINSMED Inc	$435K	0.26%	0.00%	-7.3%	Q3 2024
VNETVNET Group, Inc.	$424K	0.25%	0.05%	New	Q4 2025
ISRGIntuitive Surgical Inc	$421K	0.25%	0.00%	-9.3%	Q1 2019
TMOThermo Fisher Scientific Inc.	$404K	0.24%	0.00%	-9.2%	Q1 2016
ABTAbbott Laboratories	$383K	0.23%	0.00%	-9.1%	Q4 2018
ACADAcadia Pharmaceuticals Inc	$370K	0.22%	0.01%	-40.0%	Q3 2016
MDGLMadrigal Pharmaceuticals, Inc.	$364K	0.21%	0.00%	-40.0%	Q1 2019
BMAMacro Bank Inc.	$334K	0.20%	0.00%	Not reported	Q4 2014
BMYBristol Myers Squibb Co	$331K	0.20%	0.00%	-9.4%	Q1 2016
BSXBoston Scientific Corp	$310K	0.18%	0.00%	-9.6%	Q3 2017
RYTMRhythm Pharmaceuticals, Inc.	$307K	0.18%	0.00%	-11.9%	Q4 2023
GILDGilead Sciences, Inc.	$285K	0.17%	0.00%	-9.5%	Q4 2015
VEONVEON Ltd.	$255K	0.15%	0.00%	New	Q4 2025
GOOGAlphabet Inc.	$249K	0.15%	Not reported	Not reported	Q4 2015
VRTXVertex Pharmaceuticals Inc / Ma	$241K	0.14%	0.00%	-9.2%	Q1 2016
IDXXIdexx Laboratories Inc	$231K	0.14%	0.00%	-9.3%	Q2 2025
MCKMckesson Corp	$231K	0.14%	0.00%	-9.6%	Q1 2025
BBARBanco BBVA Argentina S.A.	$231K	0.14%	0.00%	New	Q4 2025
ZTSZoetis Inc.	$225K	0.13%	0.00%	-9.6%	Q1 2025
AVGOBroadcom Inc.	$211K	0.12%	0.00%	New	Q4 2025
RVMDRevolution Medicines, Inc.	$203K	0.12%	0.00%	Not reported	Q3 2024
Q3 2025Reported Oct 24, 202531 positions
STNEStoneCo Ltd.	$60.8M	35.36%	Not reported	-29.4%	Q3 2019
XPXP Inc.	$11.3M	6.57%	Not reported	-29.6%	Q4 2019
NUNu Holdings Ltd.	$11.3M	6.56%	Not reported	-8.4%	Q2 2023
ONCBeOne Medicines Ltd.	$1.75M	1.02%	0.00%	-57.1%	Q4 2018
INCYIncyte Corp	$1.4M	0.82%	0.01%	-14.4%	Q3 2016
LLYELI LILLY & Co	$1.03M	0.60%	0.00%	+0.8%	Q1 2016
ABBVAbbVie Inc.	$781K	0.45%	0.00%	+0.8%	Q1 2016
ACADAcadia Pharmaceuticals Inc	$493K	0.29%	0.01%	-14.4%	Q3 2016
MDGLMadrigal Pharmaceuticals, Inc.	$478K	0.28%	0.00%	-16.0%	Q1 2019
ABTAbbott Laboratories	$451K	0.26%	0.00%	+0.8%	Q4 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$448K	0.26%	0.00%	-25.8%	Q2 2021
NVDANvidia Corp	$438K	0.25%	0.00%	-66.9%	Q4 2022
JNJJohnson & Johnson	$434K	0.25%	0.00%	+1.3%	Q4 2014
INSMINSMED Inc	$388K	0.23%	0.00%	-14.3%	Q3 2024
TMOThermo Fisher Scientific Inc.	$373K	0.22%	0.00%	+0.8%	Q1 2016
ISRGIntuitive Surgical Inc	$366K	0.21%	0.00%	+0.7%	Q1 2019
BSXBoston Scientific Corp	$351K	0.20%	0.00%	+0.8%	Q3 2017
UNHUnitedhealth Group Inc	$343K	0.20%	0.00%	+0.8%	Q3 2016
RYTMRhythm Pharmaceuticals, Inc.	$329K	0.19%	0.00%	-14.9%	Q4 2023
BMYBristol Myers Squibb Co	$306K	0.18%	0.00%	+0.9%	Q1 2016
ZTSZoetis Inc.	$289K	0.17%	0.00%	+0.8%	Q1 2025
GILDGilead Sciences, Inc.	$285K	0.17%	0.00%	+0.8%	Q4 2015
DHRDanaher Corp	$270K	0.16%	0.00%	+0.8%	Q2 2019
SMMTSummit Therapeutics Inc.	$266K	0.15%	0.00%	-16.3%	Q3 2024
MCKMckesson Corp	$241K	0.14%	0.00%	+0.7%	Q1 2025
IDXXIdexx Laboratories Inc	$241K	0.14%	0.00%	+0.8%	Q2 2025
VRTXVertex Pharmaceuticals Inc / Ma	$230K	0.13%	0.00%	+0.9%	Q1 2016
MUMicron Technology Inc	$226K	0.13%	0.00%	-67.3%	Q2 2025
IBITiShares Bitcoin Trust ETF	$206K	0.12%	0.00%	-98.4%	Q2 2025
ABCLAbCellera Biologics Inc.	$76.2K	0.04%	0.01%	-12.7%	Q4 2023
CERSCerus Corp	$16.7K	0.01%	0.01%	-14.5%	Q4 2023

Premium opens every quarter this fund has filed