JGP Global Gestao de Recursos Ltda.

CIK 0001536562 · RIO DE JANEIRO, D5 · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source

JGP Global Gestao de Recursos Ltda. reported 34 positions worth $45.3M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: XP (23.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$45.3M
2026 Q2
Positions
34
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
84.1%
Est. Net Flow (Q)
2026 Q2
10 / 34 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1XPXP INC - CLASS ASH$10.7M23.57%657,219
2SPYSPDR S&P 500 ETF TRUSTSH$7.7M16.95%10,290
3SFTBYSOFTBANK GROUP CORP-UNSP ADRSH$4.3M9.38%225,833
4VEONVEON LTDSH$3.5M7.69%66,750
5PROSYPROSUS NV -SPON ADRSH$3.0M6.57%342,397
6ATAIATAIBECKLEY INCSH$2.6M5.81%500,000
7ECHOECHOSTAR CORP-ASH$2.2M4.84%21,635
8CKHUYCK HUTCHISON HOLDIN-UNSP ADRSH$1.5M3.36%179,486
9ITUBITAU UNIBANCO HLDNG-PREF ADRSH$1.4M3.02%167,800
10LLYELI LILLY & COSH$1.3M2.91%1,098

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does JGP Global Gestao de Recursos Ltda. hold as of Q2 2026?

JGP Global Gestao de Recursos Ltda. reported 34 positions worth $45.3M in its Q2 2026 13F filing. Largest positions: XP (23.6%), SPY (17.0%), SFTBY (9.4%), VEON (7.7%) and PROSY (6.6%).

What did JGP Global Gestao de Recursos Ltda. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did JGP Global Gestao de Recursos Ltda. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.