JGP Global Gestao de Recursos Ltda.
JGP Global Gestao de Recursos Ltda. reported 25 holdings worth US$49.2M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 16, 2026
JGP Global Gestao de Recursos Ltda. reported 25 holdings worth US$49.2M as of Sep 30, 2026. Largest: Xp Inc., I-80 Gold Corp and State Street SPDR S&P 500 ETF. Filed Oct 16, 2026 (Form 13F).
- Holdings
- 25
- Value as reported
- US$49.2M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Xp Inc. | 680K | US$14.3M | 29.0% |
| I-80 Gold Corp | 6M | US$9.96M | 20.3% |
| State Street SPDR S&P 500 ETF | 10,290 | US$7.85M | 16.0% |
| Prosus N.v. Class N | 915K | US$7.38M | 15.0% |
| Eli Lilly And Company | 1,130 | US$1.31M | 2.7% |
| Abbvie Inc. | 2,955 | US$773K | 1.6% |
| Incyte Corporation | 5,620 | US$682K | 1.4% |
| Johnson & Johnson | 2,437 | US$645K | 1.3% |
| Beone Medicines Ltd. Class A | 1,711 | US$626K | 1.3% |
| Merck & Company, Inc. | 3,470 | US$504K | 1.0% |
| Unitedhealth Group Incorporated | 1,279 | US$469K | 0.95% |
| Bristol-myers Squibb Company | 6,333 | US$395K | 0.80% |
| Vertex Pharmaceuticals Incorporated | 746 | US$390K | 0.79% |
| Thermo Fisher Scientific Inc | 549 | US$371K | 0.75% |
| Revolution Medicines, Inc. | 1,778 | US$365K | 0.74% |
| Kodiak Sciences Inc | 3,656 | US$347K | 0.70% |
| Nvidia Corporation | 1,504 | US$343K | 0.70% |
| Gilead Sciences, Inc. | 2,200 | US$328K | 0.67% |
| Abbott Laboratories | 2,957 | US$292K | 0.59% |
| Lam Research Corporation | 787 | US$259K | 0.53% |
| Asml Holding Nv | 135 | US$245K | 0.50% |
| Intuitive Surgical, Inc. | 583 | US$237K | 0.48% |
| Madrigal Pharmaceuticals, Inc. | 433 | US$218K | 0.44% |
| Stryker Corporation | 0 | US$0 | 0.00% |
| Acadia Pharmaceuticals Inc. | 0 | US$0 | 0.00% |
| Ataibeckley Inc. | 0 | US$0 | 0.00% |
| Ck Hutchison Holdings Ltd | 0 | US$0 | 0.00% |
| Echostar Corporation | 0 | US$0 | 0.00% |
| Itau Unibanco Holding S.a. | 0 | US$0 | 0.00% |
| Pony Ai Inc. Class A | 0 | US$0 | 0.00% |
| Softbank Group Corp. | 0 | US$0 | 0.00% |
| Stmicroelectronics Nv | 0 | US$0 | 0.00% |
Source
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