Institutions / JGP Global Gestao de Recursos Ltda.
JGP Global Gestao de Recursos Ltda.
CIK 1536562 · Institution · as of Dec 31, 2025
Portfolio value
$168.91M
Positions
44
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 44 →
| Company | Value | % of portfolio |
|---|---|---|
| New Gold Inc | $80.00M | 47.4% |
| Stoneco Ltd-A | $39.24M | 23.2% |
| Solstice Advanced Materials Inc. | $10.67M | 6.3% |
| Range Resources Corp | $7.05M | 4.2% |
| Nu Holdings LTD/CAYMAN Isl-A | $4.89M | 2.9% |
| Xp Inc - Class a | $4.09M | 2.4% |
| iShares MSCI Brazil Capped E | $3.18M | 1.9% |
| Magnum Ice Cream Co NV | $3.17M | 1.9% |
| ELI LILLY & Co | $1.31M | 0.8% |
| iShares Nasdaq Biotechnology | $1.15M | 0.7% |
| Scholastic Corp | $1.04M | 0.6% |
| SPDR S&P Metals & Mining ETF | $1.02M | 0.6% |
| Incyte Corp | $897.8K | 0.5% |
| BeOne Medicines Ltd.ONC | $777.5K | 0.5% |
| AbbVie Inc. | $698.3K | 0.4% |
| Inter & Co Inc - Cl a | $641.1K | 0.4% |
| Southern Copper CorpSCCO | $530.8K | 0.3% |
| Grupo Financiero Galicia SAGGAL | $528.6K | 0.3% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $457.1K | 0.3% |
| NVIDIA Corp | $448.0K | 0.3% |
| Johnson & Johnson | $439.4K | 0.3% |
| Insmed Inc | $434.9K | 0.3% |
| VNET Group, Inc.VNET | $423.7K | 0.3% |
| Intuitive Surgical Inc | $420.8K | 0.2% |
| Thermo Fisher Scientific Inc. | $404.5K | 0.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.