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JGP Global Gestao de Recursos Ltda.
Period ended Sep 30, 2026 · Latest filing Oct 16, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $49,177,746
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- XP INC - CLASS A · Common Stock · G98239109 · shares: $14,271,687
- I-80 GOLD CORP · Common Stock · 44955L106 · shares: $9,960,000
- SPDR S&P 500 ETF TRUST · ETP · 78462F103 · shares: $7,847,463
- PROSUS NV -SPON ADR · ADR · 74365P108 · shares: $7,382,654
- ELI LILLY & CO · Common Stock · 532457108 · shares: $1,307,500
- NVIDIA CORP · Common Stock · 67066G104 · shares · PUT: $906,000
- ABBVIE INC · Common Stock · 00287Y109 · shares: $772,998
- INCYTE CORP · Common Stock · 45337C102 · shares: $681,987
- JOHNSON & JOHNSON · Common Stock · 478160104 · shares: $645,171
- BEIGENE LTD-ADR · ADR · 07725L102 · shares: $626,123
Reported holdings
25 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| XP INC - CLASS A | Common Stock | G98239109 | — | 679,766 shares | $14,271,687 |
| I-80 GOLD CORP | Common Stock | 44955L106 | — | 6,000,000 shares | $9,960,000 |
| SPDR S&P 500 ETF TRUST | ETP | 78462F103 | — | 10,290 shares | $7,847,463 |
| PROSUS NV -SPON ADR | ADR | 74365P108 | — | 914,827 shares | $7,382,654 |
| ELI LILLY & CO | Common Stock | 532457108 | — | 1,130 shares | $1,307,500 |
| NVIDIA CORP | Common Stock | 67066G104 | PUT | 6,000 shares | $906,000 |
| ABBVIE INC | Common Stock | 00287Y109 | — | 2,955 shares | $772,998 |
| INCYTE CORP | Common Stock | 45337C102 | — | 5,620 shares | $681,987 |
| JOHNSON & JOHNSON | Common Stock | 478160104 | — | 2,437 shares | $645,171 |
| BEIGENE LTD-ADR | ADR | 07725L102 | — | 1,711 shares | $626,123 |
| MERCK & CO. INC. | Common Stock | 58933Y105 | — | 3,470 shares | $504,226 |
| UNITEDHEALTH GROUP INC | Common Stock | 91324P102 | — | 1,279 shares | $469,495 |
| BRISTOL-MYERS SQUIBB CO | Common Stock | 110122108 | — | 6,333 shares | $395,179 |
| VERTEX PHARMACEUTICALS INC | Common Stock | 92532F100 | — | 746 shares | $390,016 |
| THERMO FISHER SCIENTIFIC INC | Common Stock | 883556102 | — | 549 shares | $370,602 |
| REVOLUTION MEDICINES INC | Common Stock | 76155X100 | — | 1,778 shares | $364,952 |
| KODIAK SCIENCES INC | Common Stock | 50015M109 | — | 3,656 shares | $346,589 |
| NVIDIA CORP | Common Stock | 67066G104 | — | 1,504 shares | $343,484 |
| GILEAD SCIENCES INC | Common Stock | 375558103 | — | 2,200 shares | $327,910 |
| ABBOTT LABORATORIES | Common Stock | 002824100 | — | 2,957 shares | $292,240 |
| LAM RESEARCH CORP | Common Stock | 512807306 | — | 787 shares | $258,537 |
| ASML HOLDING NV-NY REG SHS | NY Reg Shrs | N07059210 | — | 135 shares | $244,575 |
| INTUITIVE SURGICAL INC | Common Stock | 46120E602 | — | 583 shares | $237,065 |
| MADRIGAL PHARMACEUTICALS INC | Common Stock | 558868105 | — | 433 shares | $218,215 |
| OI SA-ADR | ADR | 670851500 | — | 50,301 shares | $13,078 |