Filed: 10/24/2025ACC: 0001536562-25-000010
📋 What this filing means
JGP GLOBAL GESTAO DE RECURSOS LTDA. filed this quarterly 13F‑HR report disclosing 34 equity positions with a total reported market value of $171.97M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
34
Positions
$171.97M
Total AUM (reported)
15.17M
Total Shares
Allocation by class
COM$96.69M56.2%
COM CL A$60.81M35.4%
CL A$11.58M6.7%
SPONSORED ADS$2.20M1.3%
SPONSORED ADS A$470.0K0.3%
SHS BEN INT$205.9K0.1%
Portfolio Concentration
Top 3$147.62M85.8%
4–10$17.22M10.0%
11–25$5.54M3.2%
Rest$1.59M0.9%
Top 3 weight
85.8%
Top 10 weight
95.9%
Voting Authority Distribution
Total shares with voting rights: 171.97M
Sole
Full voting authority
171.97M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole34
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings34
Rows:
NEW GOLD INC
SOLEShares10.52M
TypeSH
Market value$75.51M
43.91%
Sole
75.51M
Shared
0.00
None
0.00
STONECO LTD-A
SOLEShares3.22M
TypeSH
Market value$60.81M
35.36%
Sole
60.81M
Shared
0.00
None
0.00
XP INC
SOLEShares601.07K
TypeSH
Market value$11.29M
6.57%
Sole
11.29M
Shared
0.00
None
0.00
NU HOLDINGS LTD/CAYMAN ISL-A
SOLEShares704.47K
TypeSH
Market value$11.28M
6.56%
Sole
11.28M
Shared
0.00
None
0.00
BEONE MEDICINES LTD
SOLEShares5.14K
TypeSH
Market value$1.75M
1.02%
Sole
1.75M
Shared
0.00
None
0.00
INCYTE CORP
SOLEShares16.54K
TypeSH
Market value$1.40M
0.82%
Sole
1.40M
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares1.35K
TypeSH
Market value$1.03M
0.60%
Sole
1.03M
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares3.37K
TypeSH
Market value$781.2K
0.45%
Sole
781.22K
Shared
0.00
None
0.00
ACADIA PHARMACEUTICALS INC
SOLEShares23.08K
TypeSH
Market value$492.6K
0.29%
Sole
492.57K
Shared
0.00
None
0.00
MADRIGAL PHARMACEUTICALS INC
SOLEShares1.04K
TypeSH
Market value$477.9K
0.28%
Sole
477.92K
Shared
0.00
None
0.00
VNET GROUP INC
SOLEShares2K
TypeSH
Market value$470.0K
0.27%
Sole
470K
Shared
0.00
None
0.00
ABBOTT LABORATORIES
SOLEShares3.36K
TypeSH
Market value$450.6K
0.26%
Sole
450.57K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR-SP ADR
SOLEShares1.60K
TypeSH
Market value$448.0K
0.26%
Sole
447.98K
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares2.35K
TypeSH
Market value$437.9K
0.25%
Sole
437.90K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares2.34K
TypeSH
Market value$433.5K
0.25%
Sole
433.51K
Shared
0.00
None
0.00
INSMED INC
SOLEShares2.70K
TypeSH
Market value$388.4K
0.23%
Sole
388.39K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares769.00
TypeSH
Market value$373.0K
0.22%
Sole
372.98K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares819.00
TypeSH
Market value$366.3K
0.21%
Sole
366.28K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares3.59K
TypeSH
Market value$350.7K
0.20%
Sole
350.69K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares992.00
TypeSH
Market value$342.5K
0.20%
Sole
342.54K
Shared
0.00
None
0.00
RHYTHM PHARMACEUTICALS INC
SOLEShares3.25K
TypeSH
Market value$328.5K
0.19%
Sole
328.52K
Shared
0.00
None
0.00
BRISTOL-MYERS SQUIBB CO
SOLEShares6.77K
TypeSH
Market value$305.5K
0.18%
Sole
305.51K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares1.98K
TypeSH
Market value$289.3K
0.17%
Sole
289.27K
Shared
0.00
None
0.00
GILEAD SCIENCES INC
SOLEShares2.57K
TypeSH
Market value$284.8K
0.17%
Sole
284.83K
Shared
0.00
None
0.00
DANAHER CORP
SOLEShares1.36K
TypeSH
Market value$269.8K
0.16%
Sole
269.83K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NEW GOLD INCSOLE | COM | 10.52M | SH | $75.51M 43.91% | 75.51M | 0.00 | 0.00 |
STONECO LTD-ASOLE | COM CL A | 3.22M | SH | $60.81M 35.36% | 60.81M | 0.00 | 0.00 |
XP INCSOLE | CL A | 601.07K | SH | $11.29M 6.57% | 11.29M | 0.00 | 0.00 |
NU HOLDINGS LTD/CAYMAN ISL-ASOLE | COM | 704.47K | SH | $11.28M 6.56% | 11.28M | 0.00 | 0.00 |
BEONE MEDICINES LTDSOLE | SPONSORED ADS | 5.14K | SH | $1.75M 1.02% | 1.75M | 0.00 | 0.00 |
INCYTE CORPSOLE | COM | 16.54K | SH | $1.40M 0.82% | 1.40M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 1.35K | SH | $1.03M 0.60% | 1.03M | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 3.37K | SH | $781.2K 0.45% | 781.22K | 0.00 | 0.00 |
ACADIA PHARMACEUTICALS INCSOLE | COM | 23.08K | SH | $492.6K 0.29% | 492.57K | 0.00 | 0.00 |
MADRIGAL PHARMACEUTICALS INCSOLE | COM | 1.04K | SH | $477.9K 0.28% | 477.92K | 0.00 | 0.00 |
VNET GROUP INCSOLE | SPONSORED ADS A | 2K | SH | $470.0K 0.27% | 470K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 3.36K | SH | $450.6K 0.26% | 450.57K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR-SP ADRSOLE | SPONSORED ADS | 1.60K | SH | $448.0K 0.26% | 447.98K | 0.00 | 0.00 |
NVIDIA CORPSOLE | COM | 2.35K | SH | $437.9K 0.25% | 437.90K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 2.34K | SH | $433.5K 0.25% | 433.51K | 0.00 | 0.00 |
INSMED INCSOLE | COM | 2.70K | SH | $388.4K 0.23% | 388.39K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 769.00 | SH | $373.0K 0.22% | 372.98K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM | 819.00 | SH | $366.3K 0.21% | 366.28K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 3.59K | SH | $350.7K 0.20% | 350.69K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 992.00 | SH | $342.5K 0.20% | 342.54K | 0.00 | 0.00 |
RHYTHM PHARMACEUTICALS INCSOLE | COM | 3.25K | SH | $328.5K 0.19% | 328.52K | 0.00 | 0.00 |
BRISTOL-MYERS SQUIBB COSOLE | COM | 6.77K | SH | $305.5K 0.18% | 305.51K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 1.98K | SH | $289.3K 0.17% | 289.27K | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | COM | 2.57K | SH | $284.8K 0.17% | 284.83K | 0.00 | 0.00 |
DANAHER CORPSOLE | COM | 1.36K | SH | $269.8K 0.16% | 269.83K | 0.00 | 0.00 |
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