JGP Global Gestao de Recursos Ltda.
All holdings · as of Dec 31, 2025
| 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% |
| ABBOTT LABORATORIES | $383.1K | 0.2% |
| ACADIA Pharmaceuticals Inc | $369.7K | 0.2% |
| MADRIGAL PHARMACEUTICALS, INC. | $364.0K | 0.2% |
| Macro Bank Inc.BMA | $333.6K | 0.2% |
| BRISTOL MYERS SQUIBB CO | $330.9K | 0.2% |
| BOSTON SCIENTIFIC CORP | $309.6K | 0.2% |
| RHYTHM PHARMACEUTICALS, INC. | $306.8K | 0.2% |
| GILEAD SCIENCES, INC. | $285.0K | 0.2% |
| VEON LTD | $254.9K | 0.2% |
| Alphabet Inc. | $249.5K | 0.1% |
| VERTEX PHARMACEUTICALS INC / MA | $241.2K | 0.1% |
| IDEXX LABORATORIES INC /DE | $231.4K | 0.1% |
| MCKESSON CORP | $231.3K | 0.1% |
| Banco BBVA Argentina S.A.BBAR | $231.3K | 0.1% |
| TENCENT HOLDINGS LTD-UNS ADR | $226.4K | 0.1% |
| Zoetis Inc. | $224.8K | 0.1% |
| Broadcom Inc. | $211.1K | 0.1% |
| Revolution Medicines, Inc. | $202.7K | 0.1% |
| OI SA-ADR | $13.1K | 0.0% |