JGP Global Gestao de Recursos Ltda. 13F Holdings · Q2 2026
JGP Global Gestao de Recursos Ltda. reported 29 securities worth $45.33M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: XP (23.60%), SPY (16.95%), SFTBY (9.38%). Among its top 25 positions this quarter: 12 new, 4 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XP | XP INC - CLASS A | $10.7M | 23.60% | 657,579 | Added |
| 2 | SPY | SPDR S&P 500 ETF TRUST | $7.7M | 16.95% | 10,290 | New |
| 3 | SFTBY | SOFTBANK GROUP CORP-UNSP ADR | $4.3M | 9.38% | 225,833 | New |
| 4 | VEON | VEON LTD | $3.5M | 7.69% | 66,750 | New |
| 5 | PROSY | PROSUS NV -SPON ADR | $3.0M | 6.57% | 342,397 | New |
| 6 | ATAI | ATAIBECKLEY INC | $2.6M | 5.81% | 500,000 | New |
| 7 | ECHO | ECHOSTAR CORP-A | $2.2M | 4.84% | 21,635 | New |
| 8 | CKHUY | CK HUTCHISON HOLDIN-UNSP ADR | $1.5M | 3.36% | 179,486 | New |
| 9 | ITUB | ITAU UNIBANCO HLDNG-PREF ADR | $1.4M | 3.02% | 167,800 | New |
| 10 | LLY | ELI LILLY & CO | $1.3M | 2.91% | 1,098 | Trimmed |
| 11 | ABBV | ABBVIE INC | $722,458 | 1.59% | 2,871 | Trimmed |
| 12 | INCY | INCYTE CORP | $637,083 | 1.41% | 5,620 | Hold |
| 13 | JNJ | JOHNSON & JOHNSON | $601,401 | 1.33% | 2,368 | Added |
| 14 | UNH | UNITEDHEALTH GROUP INC | $516,628 | 1.14% | 1,243 | New |
| 15 | ONC | BEIGENE LTD-ADR | $487,584 | 1.08% | 1,711 | Hold |
| 16 | MRK | MERCK & CO. INC. | $433,302 | 0.96% | 3,372 | New |
| 17 | STM | STMICROELECTRONICS NV-NY SHS | $400,512 | 0.88% | 5,348 | New |
| 18 | NVDA | NVIDIA CORP | $373,500 | 0.82% | 3,000 | Added |
| 19 | VRTX | VERTEX PHARMACEUTICALS INC | $360,129 | 0.79% | 725 | Added |
| 20 | BMY | BRISTOL-MYERS SQUIBB CO | $354,593 | 0.78% | 6,154 | Trimmed |
| 21 | RVMD | REVOLUTION MEDICINES INC | $332,984 | 0.73% | 1,778 | New |
| 22 | GILD | GILEAD SCIENCES INC | $270,115 | 0.60% | 2,138 | Trimmed |
| 23 | TMO | THERMO FISHER SCIENTIFIC INC | $267,726 | 0.59% | 534 | Trimmed |
| 24 | ABT | ABBOTT LABORATORIES | $260,787 | 0.58% | 2,874 | Trimmed |
| 25 | MDGL | MADRIGAL PHARMACEUTICALS INC | $232,499 | 0.51% | 433 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR