JGP Global Gestao de Recursos Ltda. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, JGP Global Gestao de Recursos Ltda. held in its portfolio 45 assets valued at $169,480,022 (i.e. $169.48M).

The most valuable assets in the portfolio included: NEW GOLD INC ($80.00M), STONECO LTD-A ($39.39M), and SOLSTICE ADV MATERIALS INC ($10.67M).

The chart below shows the top 10 valuable assets, and the table below shows the top 45 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in JGP Global Gestao de Recursos Ltda. Portfolio
NEW GOLD INC
STONECO LTD-A
SOLSTICE ADV MATERIALS INC
RANGE RESOURCES CORP
NU HOLDINGS LTD/CAYMAN ISL-A
XP INC - CLASS A
ISHARES MSCI BRAZIL CAPPED E
MAGNUM ICE CREAM CO NV
ELI LILLY & CO
ISHARES NASDAQ BIOTECHNOLOGY
JGP Global Gestao de Recursos Ltda. - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
NEW GOLD INC 9184600 79997866 Common Stock
STONECO LTD-A 2653693 39390607 Common Stock
SOLSTICE ADV MATERIALS INC 219605 10668411 Common Stock
RANGE RESOURCES CORP 200000 7052000 Common Stock
NU HOLDINGS LTD/CAYMAN ISL-A 292142 4890457 Common Stock
XP INC - CLASS A 250064 4093548 Common Stock
ISHARES MSCI BRAZIL CAPPED E 100000 3177000 ETP
MAGNUM ICE CREAM CO NV 199744 3165942 Common Stock
ELI LILLY & CO 1218 1308960 Common Stock
ISHARES NASDAQ BIOTECHNOLOGY 6807 1148817 ETP
SCHOLASTIC CORP 35245 1044309 Common Stock
SPDR S&P METALS & MINING ETF 9800 1015378 ETP
INCYTE CORP 9090 897819 Common Stock
BEIGENE LTD-ADR 2559 777450 ADR
ABBVIE INC 3056 698265 Common Stock
INTER & CO INC - CL A 75600 641088 Common Stock
VNET GROUP INC-ADR 50730 608814 ADR
SOUTHERN COPPER CORP 3700 530839 Common Stock
GRUPO FINANCIERO GALICIA-ADR 9800 528612 ADR
TAIWAN SEMICONDUCTOR-SP ADR 1504 457051 ADR
NVIDIA CORP 2402 447973 Common Stock
JOHNSON & JOHNSON 2123 439355 Common Stock
INSMED INC 2499 434926 Common Stock
INTUITIVE SURGICAL INC 743 420805 Common Stock
THERMO FISHER SCIENTIFIC INC 698 404456 Common Stock
ABBOTT LABORATORIES 3058 383137 Common Stock
ACADIA PHARMACEUTICALS INC 13843 369747 Common Stock
MADRIGAL PHARMACEUTICALS INC 625 363963 Common Stock
BANCO MACRO SA-ADR 3700 333592 ADR
BRISTOL-MYERS SQUIBB CO 6135 330922 Common Stock
BOSTON SCIENTIFIC CORP 3247 309601 Common Stock
RHYTHM PHARMACEUTICALS INC 2866 306777 Common Stock
GILEAD SCIENCES INC 2322 285002 Common Stock
VEON LTD 4849 254912 ADR
ALPHABET INC-CL C 795 249471 Common Stock
VERTEX PHARMACEUTICALS INC 532 241188 Common Stock
KRATOS DEFENSE & SECURITY 1196 238865 Common Stock
IDEXX LABORATORIES INC 342 231373 Common Stock
MCKESSON CORP 282 231322 Common Stock
BANCO BBVA ARGENTINA SA 12800 231296 ADR
TENCENT HOLDINGS LTD-UNS ADR 2957 226358 ADR
ZOETIS INC 1787 224840 Common Stock
BROADCOM INC 610 211121 Common Stock
REVOLUTION MEDICINES INC 2545 202709 Common Stock
OI SA-ADR 50301 13078 ADR