JGP Global Gestao de Recursos Ltda.
JGP Global Gestao de Recursos Ltda. reported 34 holdings worth US$45.3M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 20, 2026
JGP Global Gestao de Recursos Ltda. reported 34 holdings worth US$45.3M as of Jun 30, 2026. Largest: Xp Inc., Softbank Group Corp. and Prosus N.v. Class N. Filed Jul 20, 2026 (Form 13F).
- Holdings
- 34
- Value as reported
- US$45.3M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Xp Inc. | 657K | US$10.7M | 23.6% |
| Softbank Group Corp. | 226K | US$4.25M | 9.4% |
| Prosus N.v. Class N | 342K | US$2.98M | 6.6% |
| Ataibeckley Inc. | 500K | US$2.63M | 5.8% |
| Echostar Corporation | 21,635 | US$2.2M | 4.8% |
| Ck Hutchison Holdings Ltd | 179K | US$1.52M | 3.4% |
| Itau Unibanco Holding S.a. | 168K | US$1.37M | 3.0% |
| Eli Lilly And Company | 1,098 | US$1.32M | 2.9% |
| Abbvie Inc. | 2,871 | US$722K | 1.6% |
| Incyte Corporation | 5,620 | US$637K | 1.4% |
| Johnson & Johnson | 2,368 | US$601K | 1.3% |
| Unitedhealth Group Incorporated | 1,243 | US$517K | 1.1% |
| Beone Medicines Ltd. Class A | 1,711 | US$488K | 1.1% |
| Merck & Company, Inc. | 3,372 | US$433K | 0.96% |
| Stmicroelectronics Nv | 5,348 | US$401K | 0.88% |
| Vertex Pharmaceuticals Incorporated | 725 | US$360K | 0.79% |
| Bristol-myers Squibb Company | 6,154 | US$355K | 0.78% |
| Revolution Medicines, Inc. | 1,778 | US$333K | 0.73% |
| Gilead Sciences, Inc. | 2,138 | US$270K | 0.60% |
| Thermo Fisher Scientific Inc | 534 | US$268K | 0.59% |
| Abbott Laboratories | 2,874 | US$261K | 0.58% |
| Madrigal Pharmaceuticals, Inc. | 433 | US$232K | 0.51% |
| Intuitive Surgical, Inc. | 566 | US$225K | 0.50% |
| Stryker Corporation | 691 | US$218K | 0.48% |
| Acadia Pharmaceuticals Inc. | 8,110 | US$205K | 0.45% |
| Pony Ai Inc. Class A | 18,490 | US$129K | 0.28% |
| Boston Scientific Corporation | 0 | US$0 | 0.00% |
| Insmed Incorporated | 0 | US$0 | 0.00% |
| Mckesson Corporation | 0 | US$0 | 0.00% |
| Nu Holdings Ltd. | 0 | US$0 | 0.00% |
| Nvidia Corporation | 0 | US$0 | 0.00% |
| Stoneco Ltd. | 0 | US$0 | 0.00% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 0 | US$0 | 0.00% |
| Zoetis Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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