JGP Global Gestao de Recursos Ltda.
26 holdingsFiling period: 2026-03-31Current AUM: $23.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | STONECO LTD-A | 476.3K | $6.8M | $6.8M | 28.90% | -2,177,430 | 2026-03-31 |
| 2 | — | XP INC - CLASS A | 259.5K | $4.9M | $4.9M | 21.09% | +9.5K | 2026-03-31 |
| 3 | — | NU HOLDINGS LTD/CAYMAN ISL-A | 235.6K | $3.4M | $3.4M | 14.45% | -56,568 | 2026-03-31 |
| 4 | LLY | ELI LILLY & CO | 1.2K | $1.1M | $1.4M | 6.04% | +13 | 2026-03-31 |
| 5 | SOLS | SOLSTICE ADV MATERIALS INC | 2.0K | $760K | $600K | 2.56% | -217,605 | 2026-03-31 |
| 6 | ABBV | ABBVIE INC | 3.1K | $667K | $770K | 3.29% | +15 | 2026-03-31 |
| 7 | INCY | INCYTE CORP | 5.6K | $528K | $670K | 2.86% | -3,470 | 2026-03-31 |
| 8 | JNJ | JOHNSON & JOHNSON | 2.1K | $521K | $546K | 2.33% | +9 | 2026-03-31 |
| 9 | ONC | BEIGENE LTD-ADR | 1.7K | $508K | $541K | 2.31% | -848 | 2026-03-31 |
| 10 | BMY | BRISTOL-MYERS SQUIBB CO | 6.2K | $373K | $402K | 1.71% | +26 | 2026-03-31 |
| 11 | TSM | TAIWAN SEMICONDUCTOR-SP ADR | 1.0K | $350K | $419K | 1.79% | -466 | 2026-03-31 |
| 12 | TMO | THERMO FISHER SCIENTIFIC INC | 704 | $346K | $404K | 1.73% | +6 | 2026-03-31 |
| 13 | ISRG | INTUITIVE SURGICAL INC | 750 | $345K | $264K | 1.13% | +7 | 2026-03-31 |
| 14 | GILD | GILEAD SCIENCES INC | 2.3K | $324K | $303K | 1.29% | +9 | 2026-03-31 |
| 15 | ABT | ABBOTT LABORATORIES | 3.1K | $317K | $326K | 1.39% | +36 | 2026-03-31 |
| 16 | NVDA | NVIDIA CORP | 1.5K | $264K | $304K | 1.30% | -883 | 2026-03-31 |
| 17 | MCK | MCKESSON CORP | 284 | $245K | $242K | 1.03% | +2 | 2026-03-31 |
| 18 | VRTX | VERTEX PHARMACEUTICALS INC | 537 | $239K | $255K | 1.09% | +5 | 2026-03-31 |
| 19 | MDGL | MADRIGAL PHARMACEUTICALS INC | 433 | $226K | $202K | 0.86% | -192 | 2026-03-31 |
| 20 | ZTS | ZOETIS INC | 1.8K | $212K | $139K | 0.59% | +9 | 2026-03-31 |
| 21 | INSM | INSMED INC | 1.3K | $211K | $127K | 0.54% | -1,203 | 2026-03-31 |
| 22 | VNET | VNET GROUP INC-ADR | 24.8K | $208K | $178K | 0.76% | -25,936 | 2026-03-31 |
| 23 | BSX | BOSTON SCIENTIFIC CORP | 3.3K | $205K | $153K | 0.65% | +26 | 2026-03-31 |
| 24 | EEM | ISHARES MSCI EMERGING MARKET | 3.1K | $30K | $34K | 0.14% | -- | 2026-03-31 |
| 25 | ARM | ARM HOLDINGS PLC-ADR | 130 | $15K | $24K | 0.10% | -- | 2026-03-31 |
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