13F HOLDINGS REPORT
JGP Global Gestao de Recursos Ltda.
Quarter ended Q3 2025 · Filed October 24, 2025 · Accession 0001536562-25-000010
Total Value
$172.0M
Positions
36
Other Managers
0
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NEW GOLD INC | 644535106 | 10,516,700 | $75.5M | 43.91% |
| 2 | STONECO LTD-A | STNE | 3,215,966 | $60.8M | 35.36% |
| 3 | XP INC | XP | 601,071 | $11.3M | 6.57% |
| 4 | NU HOLDINGS LTD/CAYMAN ISL-A | NU | 704,467 | $11.3M | 6.56% |
| 5 | BEONE MEDICINES LTD | BEIGF | 5,142 | $1.8M | 1.02% |
| 6 | INCYTE CORP | INCY | 16,542 | $1.4M | 0.82% |
| 7 | ELI LILLY & CO | LLY | 1,352 | $1.0M | 0.60% |
| 8 | ABBVIE INC | ABBV | 3,374 | $781,216 | 0.45% |
| 9 | ACADIA PHARMACEUTICALS INC | ACAD | 23,082 | $492,570 | 0.29% |
| 10 | MADRIGAL PHARMACEUTICALS INC | MDGL | 1,042 | $477,924 | 0.28% |
| 11 | VNET GROUP INC | VNET | 2,000 | $470,000 | 0.27% |
| 12 | ABBOTT LABORATORIES | ABLZF | 3,364 | $450,574 | 0.26% |
| 13 | TAIWAN SEMICONDUCTOR-SP ADR | 874039100 | 1,604 | $447,981 | 0.26% |
| 14 | NVIDIA CORP | NVDA | 2,347 | $437,903 | 0.25% |
| 15 | JOHNSON & JOHNSON | JNJ | 2,338 | $433,512 | 0.25% |
| 16 | INSMED INC | INSM | 2,697 | $388,395 | 0.23% |
| 17 | THERMO FISHER SCIENTIFIC INC | TMO | 769 | $372,980 | 0.22% |
| 18 | INTUITIVE SURGICAL INC | ISRG | 819 | $366,281 | 0.21% |
| 19 | BOSTON SCIENTIFIC CORP | BSX | 3,592 | $350,687 | 0.20% |
| 20 | UNITEDHEALTH GROUP INC | UNH | 992 | $342,538 | 0.20% |
| 21 | RHYTHM PHARMACEUTICALS INC | RYTM | 3,253 | $328,520 | 0.19% |
| 22 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 6,774 | $305,507 | 0.18% |
| 23 | ZOETIS INC | ZTS | 1,977 | $289,275 | 0.17% |
| 24 | GILEAD SCIENCES INC | GILD | 2,566 | $284,826 | 0.17% |
| 25 | DANAHER CORP | 235851102 | 1,361 | $269,832 | 0.16% |
| 26 | SUMMIT THERAPEUTICS INC | SMMT | 12,868 | $265,853 | 0.15% |
| 27 | MCKESSON CORP | MCK | 312 | $241,032 | 0.14% |
| 28 | IDEXX LABORATORIES INC | 45168D104 | 377 | $240,862 | 0.14% |
| 29 | VERTEX PHARMACEUTICALS INC | VRTX | 586 | $229,501 | 0.13% |
| 30 | MICRON TECHNOLOGY INC | MU | 1,353 | $226,384 | 0.13% |
| 31 | ISHARES BITCOIN TRUST ETF | IBIT | 3,168 | $205,920 | 0.12% |
| 32 | ABCELLERA BIOLOGICS INC | ABCL | 15,149 | $76,199 | 0.04% |
| 33 | KRATOS DEFENSE & SECURITY | 50077B207 | 2,000 | $40,000 | 0.02% |
| 34 | KRATOS DEFENSE & SECURITY | 50077B207 | 400 | $30,000 | 0.02% |
| 35 | KRATOS DEFENSE & SECURITY | 50077B207 | 2,000 | $20,000 | 0.01% |
| 36 | CERUS CORP | CERS | 10,481 | $16,665 | 0.01% |