Holders — by stockHoldings — by fund
JGP Global Gestao de Recursos Ltda.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1536562
$45.3M
disclosed book value
32
positions
23.6%
largest position share
Positions, as of 2026-06-30
top 34 of 32 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | XP INC - CLASS A | 657,219 | $10.7M | 23.6% |
| 2 | SPYSPDR S&P 500 ETF TRUST | 10,290 | $7.7M | 17% |
| 3 | SFTBYSOFTBANK GROUP CORP-UNSP ADR | 225,833 | $4.3M | 9.4% |
| 4 | VEONVEON LTD | 66,750 | $3.5M | 7.7% |
| 5 | PROSYPROSUS NV -SPON ADR | 342,397 | $3.0M | 6.6% |
| 6 | ATAIATAIBECKLEY INC | 500,000 | $2.6M | 5.8% |
| 7 | ECHOECHOSTAR CORP-A | 21,635 | $2.2M | 4.8% |
| 8 | CKHUYCK HUTCHISON HOLDIN-UNSP ADR | 179,486 | $1.5M | 3.4% |
| 9 | ITUBITAU UNIBANCO HLDNG-PREF ADR | 167,800 | $1.4M | 3% |
| 10 | LLYELI LILLY & CO | 1,098 | $1.3M | 2.9% |
| 11 | ABBVABBVIE INC | 2,871 | $722,458 | 1.6% |
| 12 | INCYINCYTE CORP | 5,620 | $637,083 | 1.4% |
| 13 | JNJJOHNSON & JOHNSON | 2,368 | $601,401 | 1.3% |
| 14 | UNHUNITEDHEALTH GROUP INC | 1,243 | $516,628 | 1.1% |
| 15 | ONCBEIGENE LTD-ADR | 1,711 | $487,584 | 1.1% |
| 16 | MRKMERCK & CO. INC. | 3,372 | $433,302 | 1% |
| 17 | STMSTMICROELECTRONICS NV-NY SHS | 5,348 | $400,512 | 0.9% |
| 18 | NVDANVIDIA CORPPUT | 3,000 | $373,500 | 0.8% |
| 19 | VRTXVERTEX PHARMACEUTICALS INC | 725 | $360,129 | 0.8% |
| 20 | BMYBRISTOL-MYERS SQUIBB CO | 6,154 | $354,593 | 0.8% |
| 21 | RVMDREVOLUTION MEDICINES INC | 1,778 | $332,984 | 0.7% |
| 22 | GILDGILEAD SCIENCES INC | 2,138 | $270,115 | 0.6% |
| 23 | TMOTHERMO FISHER SCIENTIFIC INC | 534 | $267,726 | 0.6% |
| 24 | ABTABBOTT LABORATORIES | 2,874 | $260,787 | 0.6% |
| 25 | MDGLMADRIGAL PHARMACEUTICALS INC | 433 | $232,499 | 0.5% |
| 26 | ISRGINTUITIVE SURGICAL INC | 566 | $225,087 | 0.5% |
| 27 | SYKSTRYKER CORP | 691 | $217,554 | 0.5% |
| 28 | ACADACADIA PHARMACEUTICALS INC | 8,110 | $205,183 | 0.5% |
| 29 | ALBALBEMARLE CORPPUT | 920 | $134,320 | 0.3% |
| 30 | PONYPONY AI INC.-ADR | 18,490 | $128,506 | 0.3% |
| 31 | BIDUBAIDU INC - SPON ADRPUT | 1,000 | $19,500 | 0% |
| 32 | OIBR/USDOI SA-ADR | 50,301 | $13,078 | 0% |
| 33 | XP INC - CLASS APUT | 180 | $8,100 | 0% |
| 34 | XP INC - CLASS ACALL | 180 | $1,800 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.