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 ($10.67M).
The chart below shows the top 10 valuable assets, and the table below shows the top 45 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
JGP Global Gestao de Recursos Ltda. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | 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 |