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JGP Global Gestao de Recursos Ltda.

Q3 2026 13F filing

Updated 20 days ago

25 disclosed positions worth $49.2M

Portfolio value

$49.2M

Total holdings

25

New positions

5

Closed positions

10

Increased

13

Decreased

0

Turnover

60.0%

Filed

2026-10-16

Full holdings

Every line item disclosed in Q3 2026

#	Stock	Value	Shares	% Portfolio	Change
1	P PRGO XP INC - CLASS A	$14.3M	679.8K	29.02%	Added(+377547.8%)
2	I IAUX-WT I-80 GOLD CORP	$10M	6.00M	20.25%	—
3	S SPY SPDR S&P 500 ETF TRUST	$7.8M	10.3K	15.96%	Unchanged
4	? N/A PROSUS NV -SPON ADR	$7.4M	914.8K	15.01%	Added(+167.2%)
5	L LLY ELI LILLY & CO	$1.3M	1.1K	2.66%	Added(+2.9%)
6	N NVDA NVIDIA CORP	$906K	6.0K	1.84%	Added(+100.0%)
7	A ABBV ABBVIE INC	$773K	3.0K	1.57%	Added(+2.9%)
8	I INCY INCYTE CORP	$682K	5.6K	1.39%	Unchanged
9	J JNJ JOHNSON & JOHNSON	$645K	2.4K	1.31%	Added(+2.9%)
10	B BEIGF BEIGENE LTD-ADR	$626K	1.7K	1.27%	Unchanged
11	M MRK MERCK & CO. INC.	$504K	3.5K	1.03%	Added(+2.9%)
12	U UNH UNITEDHEALTH GROUP INC	$469K	1.3K	0.95%	Added(+2.9%)
13	C CELG-RI BRISTOL-MYERS SQUIBB CO	$395K	6.3K	0.80%	Added(+2.9%)
14	V VRTX VERTEX PHARMACEUTICALS INC	$390K	746	0.79%	Added(+2.9%)
15	T TMO THERMO FISHER SCIENTIFIC INC	$371K	549	0.75%	Added(+2.8%)
16	R RVMDW REVOLUTION MEDICINES INC	$365K	1.8K	0.74%	Unchanged
17	K KOD KODIAK SCIENCES INC	$347K	3.7K	0.70%	—
18	N NVDA NVIDIA CORP	$343K	1.5K	0.70%	Trimmed(-49.9%)
19	G GILD GILEAD SCIENCES INC	$328K	2.2K	0.67%	Added(+2.9%)
20	A ABT ABBOTT LABORATORIES	$292K	3.0K	0.59%	Added(+2.9%)
21	L LRCX LAM RESEARCH CORP	$259K	787	0.53%	—
22	A ASMLF ASML HOLDING NV-NY REG SHS	$245K	135	0.50%	—
23	I ISRG INTUITIVE SURGICAL INC	$237K	583	0.48%	Added(+3.0%)
24	M MDGL MADRIGAL PHARMACEUTICALS INC	$218K	433	0.44%	Unchanged
25	? N/A OI SA-ADR	$13K	50.3K	0.03%	Unchanged

P

XP INC - CLASS A

+377547.8%

Value

$14.3M

Shares

679.8K

% Port

29.02%

I

I-80 GOLD CORP

Value

$10M

Shares

6.00M

% Port

20.25%

S

SPDR S&P 500 ETF TRUST

Unchanged

Value

$7.8M

Shares

10.3K

% Port

15.96%

?

4.N/A

PROSUS NV -SPON ADR

+167.2%

Value

$7.4M

Shares

914.8K

% Port

15.01%

L

ELI LILLY & CO

+2.9%

Value

$1.3M

Shares

1.1K

% Port

2.66%

N

NVIDIA CORP

+100.0%

Value

$906K

Shares

6.0K

% Port

1.84%

A

ABBVIE INC

+2.9%

Value

$773K

Shares

3.0K

% Port

1.57%

I

INCYTE CORP

Unchanged

Value

$682K

Shares

5.6K

% Port

1.39%

J

JOHNSON & JOHNSON

+2.9%

Value

$645K

Shares

2.4K

% Port

1.31%

B

BEIGENE LTD-ADR

Unchanged

Value

$626K

Shares

1.7K

% Port

1.27%

M

11.MRK

MERCK & CO. INC.

+2.9%

Value

$504K

Shares

3.5K

% Port

1.03%

U

12.UNH

UNITEDHEALTH GROUP INC

+2.9%

Value

$469K

Shares

1.3K

% Port

0.95%

C

BRISTOL-MYERS SQUIBB CO

+2.9%

Value

$395K

Shares

6.3K

% Port

0.80%

V

VERTEX PHARMACEUTICALS INC

+2.9%

Value

$390K

Shares

746

% Port

0.79%

T

15.TMO

THERMO FISHER SCIENTIFIC INC

+2.8%

Value

$371K

Shares

549

% Port

0.75%

R

REVOLUTION MEDICINES INC

Unchanged

Value

$365K

Shares

1.8K

% Port

0.74%

K

17.KOD

KODIAK SCIENCES INC

Value

$347K

Shares

3.7K

% Port

0.70%

N

NVIDIA CORP

-49.9%

Value

$343K

Shares

1.5K

% Port

0.70%

G

GILEAD SCIENCES INC

+2.9%

Value

$328K

Shares

2.2K

% Port

0.67%

A

20.ABT

ABBOTT LABORATORIES

+2.9%

Value

$292K

Shares

3.0K

% Port

0.59%

L

LAM RESEARCH CORP

Value

$259K

Shares

787

% Port

0.53%

A

ASML HOLDING NV-NY REG SHS

Value

$245K

Shares

135

% Port

0.50%

I

INTUITIVE SURGICAL INC

+3.0%

Value

$237K

Shares

583

% Port

0.48%

M

MADRIGAL PHARMACEUTICALS INC

Unchanged

Value

$218K

Shares

433

% Port

0.44%

?

25.N/A

OI SA-ADR

Unchanged

Value

$13K

Shares

50.3K

% Port

0.03%