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JGP Global Gestao de Recursos Ltda.
hedge fundUpdated 20 days agoManaged by Jgp Global Gestao De Recursos Ltda. • Latest filing Q3 2026
Portfolio value
$49.2M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
90.3%
Weight of largest holdings
Annualized return
-71.4%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $172M |
| Q4 2025 | $169.5M |
| Q1 2026 | $23.2M |
| Q2 2026 | $45.3M |
| Q3 2026 | $49.2M |
Top holdings
25 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $14.3M | 679.8K | 29.02% | Added(+377547.8%) | |
| 2 | $10M | 6.00M | 20.25% | — | |
| 3 | $7.8M | 10.3K | 15.96% | Unchanged | |
| 4 | ? N/A PROSUS NV -SPON ADR | $7.4M | 914.8K | 15.01% | Added(+167.2%) |
| 5 | $1.3M | 1.1K | 2.66% | Added(+2.9%) | |
| 6 | $906K | 6.0K | 1.84% | Added(+100.0%) | |
| 7 | $773K | 3.0K | 1.57% | Added(+2.9%) | |
| 8 | $682K | 5.6K | 1.39% | Unchanged | |
| 9 | $645K | 2.4K | 1.31% | Added(+2.9%) | |
| 10 | $626K | 1.7K | 1.27% | Unchanged | |
| 11 | $504K | 3.5K | 1.03% | Added(+2.9%) | |
| 12 | $469K | 1.3K | 0.95% | Added(+2.9%) | |
| 13 | $395K | 6.3K | 0.80% | Added(+2.9%) | |
| 14 | $390K | 746 | 0.79% | Added(+2.9%) | |
| 15 | $371K | 549 | 0.75% | Added(+2.8%) | |
| 16 | $365K | 1.8K | 0.74% | Unchanged | |
| 17 | $347K | 3.7K | 0.70% | — | |
| 18 | $343K | 1.5K | 0.70% | Trimmed(-49.9%) | |
| 19 | $328K | 2.2K | 0.67% | Added(+2.9%) | |
| 20 | $292K | 3.0K | 0.59% | Added(+2.9%) |