Jgp Global Gestao De Recursos Ltda. Portfolio Stock Holdings
According to the SEC 13F filed on July 20, 2026, Jgp Global Gestao De Recursos Ltda. disclosed 28 stock positions valued at approximately $44.79M as of quarter-end June 30, 2026. The largest holdings include XP INC - CLASS A, SPDR S&P 500 ETF TRUST, and SOFTBANK GROUP CORP-UNSP ADR.
- Report Period
- June 30, 2026
- No. of Stocks
- 28
- Portfolio Value
- $44.79M
Holdings by Sector
Jgp Global Gestao De Recursos Ltda. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| XP INC - CLASS A | XP | Other | 23.86% | 657,219 | +397,671 | +153.22% | $10,686,381 |
| SPDR S&P 500 ETF TRUST | SPY | Other | 17.16% | 10,290 | +10,290 | +100.00% | $7,684,263 |
| SOFTBANK GROUP CORP-UNSP ADR | SFTBY | Other | 9.49% | 225,833 | +225,833 | +100.00% | $4,250,177 |
| VEON LTD | VEON | Communication Services | 7.78% | 66,750 | +61,901 | +1276.57% | $3,485,018 |
| PROSUS NV -SPON ADR | PROSY | Other | 6.65% | 342,397 | +342,397 | +100.00% | $2,978,854 |
| ATAIBECKLEY INC | ATAI | Other | 5.88% | 500,000 | +500,000 | +100.00% | $2,635,000 |
| ECHOSTAR CORP-A | SATS | Technology | 4.90% | 21,635 | +21,635 | +100.00% | $2,195,953 |
| CK HUTCHISON HOLDIN-UNSP ADR | CKHUY | Other | 3.40% | 179,486 | +179,486 | +100.00% | $1,522,041 |
| ITAU UNIBANCO HLDNG-PREF ADR | ITUB | Financial Services | 3.06% | 167,800 | +167,800 | +100.00% | $1,370,926 |
| ELI LILLY & CO | LLY | Healthcare | 2.94% | 1,098 | -133 | -10.80% | $1,316,974 |
| ABBVIE INC | ABBV | Healthcare | 1.61% | 2,871 | -200 | -6.51% | $722,458 |
| INCYTE CORP | INCY | Healthcare | 1.42% | 5,620 | - | - | $637,083 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.34% | 2,368 | +236 | +11.07% | $601,401 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 1.15% | 1,243 | +1,243 | +100.00% | $516,628 |
| BEIGENE LTD-ADR | BGNE | Healthcare | 1.09% | 1,711 | - | - | $487,584 |
| MERCK & CO. INC. | MRK | Healthcare | 0.97% | 3,372 | +3,372 | +100.00% | $433,302 |
| STMICROELECTRONICS NV-NY SHS | STM | Technology | 0.89% | 5,348 | +5,348 | +100.00% | $400,512 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 0.80% | 725 | +188 | +35.01% | $360,129 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.79% | 6,154 | -7 | -0.11% | $354,593 |
| REVOLUTION MEDICINES INC | RVMD | Healthcare | 0.74% | 1,778 | -767 | -30.14% | $332,984 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.60% | 2,138 | -193 | -8.28% | $270,115 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.60% | 534 | -170 | -24.15% | $267,726 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.58% | 2,874 | -220 | -7.11% | $260,787 |
| MADRIGAL PHARMACEUTICALS INC | MDGL | Healthcare | 0.52% | 433 | - | - | $232,499 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.50% | 566 | -184 | -24.53% | $225,087 |
| STRYKER CORP | SYK | Healthcare | 0.49% | 691 | +691 | +100.00% | $217,554 |
| ACADIA PHARMACEUTICALS INC | ACAD | Healthcare | 0.46% | 8,110 | -5,733 | -41.41% | $205,183 |
| PONY AI INC.-ADR | PONY | Other | 0.29% | 18,490 | +18,490 | +100.00% | $128,506 |
Showing 28 of 28 holdings in the latest reporting period.
Jgp Global Gestao De Recursos Ltda. Options Holdings in Q2 2026
Showing 5 of 5 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.