JGP Global Gestao de Recursos Ltda. 13F holdings
JGP Global Gestao de Recursos Ltda. reported 29 positions with a total reported value of $44.8M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-20. Top holdings by reported value: XP XP INC - CLASS A (23.9%), SPY SPDR S&P 500 ETF TRUST (17.2%), SFTBF SOFTBANK GROUP CORP-UNSP ADR (9.5%), VEON VEON LTD (7.8%), PROSUS NV -SPON ADR (6.7%). Against 2026-03-31 it opened 15 new positions and exited 9. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 29 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| XP XP INC - CLASS A | 657,219 | $10.7M | 23.9% |
| SPY SPDR S&P 500 ETF TRUST | 10,290 | $7.7M | 17.2% |
| SFTBF SOFTBANK GROUP CORP-UNSP ADR | 225,833 | $4.3M | 9.5% |
| VEON VEON LTD | 66,750 | $3.5M | 7.8% |
| PROSUS NV -SPON ADR | 342,397 | $3.0M | 6.7% |
| ATAI ATAIBECKLEY INC | 500,000 | $2.6M | 5.9% |
| ECHO ECHOSTAR CORP-A | 21,635 | $2.2M | 4.9% |
| CK HUTCHISON HOLDIN-UNSP ADR | 179,486 | $1.5M | 3.4% |
| ITUB ITAU UNIBANCO HLDNG-PREF ADR | 167,800 | $1.4M | 3.1% |
| LLY ELI LILLY & CO | 1,098 | $1.3M | 2.9% |
| ABBV ABBVIE INC | 2,871 | $722.5K | 1.6% |
| INCY INCYTE CORP | 5,620 | $637.1K | 1.4% |
| JNJ JOHNSON & JOHNSON | 2,368 | $601.4K | 1.3% |
| UNH UNITEDHEALTH GROUP INC | 1,243 | $516.6K | 1.2% |
| ONC BEIGENE LTD-ADR | 1,711 | $487.6K | 1.1% |
| MRK MERCK & CO. INC. | 3,372 | $433.3K | 1.0% |
| STM STMICROELECTRONICS NV-NY SHS | 5,348 | $400.5K | 0.9% |
| VERX VERTEX PHARMACEUTICALS INC | 725 | $360.1K | 0.8% |
| BMY BRISTOL-MYERS SQUIBB CO | 6,154 | $354.6K | 0.8% |
| RVMD REVOLUTION MEDICINES INC | 1,778 | $333.0K | 0.7% |
| GILD GILEAD SCIENCES INC | 2,138 | $270.1K | 0.6% |
| TMO THERMO FISHER SCIENTIFIC INC | 534 | $267.7K | 0.6% |
| ABT ABBOTT LABORATORIES | 2,874 | $260.8K | 0.6% |
| MDGL MADRIGAL PHARMACEUTICALS INC | 433 | $232.5K | 0.5% |
| ISRG INTUITIVE SURGICAL INC | 566 | $225.1K | 0.5% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 15 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SPY SPDR S&P 500 ETF TRUST | 10,290 | $7.7M | 17.2% |
| SFTBF SOFTBANK GROUP CORP-UNSP ADR | 225,833 | $4.3M | 9.5% |
| VEON VEON LTD | 66,750 | $3.5M | 7.8% |
| PROSUS NV -SPON ADR | 342,397 | $3.0M | 6.7% |
| ATAI ATAIBECKLEY INC | 500,000 | $2.6M | 5.9% |
| ECHO ECHOSTAR CORP-A | 21,635 | $2.2M | 4.9% |
| CK HUTCHISON HOLDIN-UNSP ADR | 179,486 | $1.5M | 3.4% |
| ITUB ITAU UNIBANCO HLDNG-PREF ADR | 167,800 | $1.4M | 3.1% |
| UNH UNITEDHEALTH GROUP INC | 1,243 | $516.6K | 1.2% |
| MRK MERCK & CO. INC. | 3,372 | $433.3K | 1.0% |
| STM STMICROELECTRONICS NV-NY SHS | 5,348 | $400.5K | 0.9% |
| RVMD REVOLUTION MEDICINES INC | 1,778 | $333.0K | 0.7% |
| SYK STRYKER CORP | 691 | $217.6K | 0.5% |
| ACAD ACADIA PHARMACEUTICALS INC | 8,110 | $205.2K | 0.5% |
| PONY PONY AI INC.-ADR | 18,490 | $128.5K | 0.3% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 9 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| STNE STONECO LTD-A | 475,123 | $6.7M | 30.1% |
| NU NU HOLDINGS LTD/CAYMAN ISL-A | 235,574 | $3.4M | 15.2% |
| TSM TAIWAN SEMICONDUCTOR-SP ADR | 1,038 | $350.8K | 1.6% |
| NVDA NVIDIA CORP | 1,519 | $264.9K | 1.2% |
| MCK MCKESSON CORP | 284 | $245.8K | 1.1% |
| ZTS ZOETIS INC | 1,796 | $212.3K | 1.0% |
| INSM INSMED INC | 1,296 | $211.9K | 1.0% |
| VNET VNET GROUP INC-ADR | 24,794 | $208.0K | 0.9% |
| BSX BOSTON SCIENTIFIC CORP | 3,273 | $205.4K | 0.9% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| XP XP INC - CLASS A | 259,548 | 657,219 | +153.2% | $10.7M |
| VERX VERTEX PHARMACEUTICALS INC | 537 | 725 | +35.0% | $360.1K |
| JNJ JOHNSON & JOHNSON | 2,132 | 2,368 | +11.1% | $601.4K |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| LLY ELI LILLY & CO | 1,231 | 1,098 | -10.8% | $1.3M |
| TMO THERMO FISHER SCIENTIFIC INC | 704 | 534 | -24.1% | $267.7K |
| ISRG INTUITIVE SURGICAL INC | 750 | 566 | -24.5% | $225.1K |
| ABBV ABBVIE INC | 3,071 | 2,871 | -6.5% | $722.5K |
| GILD GILEAD SCIENCES INC | 2,331 | 2,138 | -8.3% | $270.1K |
| ABT ABBOTT LABORATORIES | 3,094 | 2,874 | -7.1% | $260.8K |
| BMY BRISTOL-MYERS SQUIBB CO | 6,161 | 6,154 | -0.1% | $354.6K |
CIK 1536562 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
