Filed: 5/8/2026ACC: 0001536562-26-000003
📋 What this filing means
JGP GLOBAL GESTAO DE RECURSOS LTDA. filed this quarterly 13F‑HR report disclosing 26 equity positions with a total reported market value of $23.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
26
Positions
$23.15M
Total AUM (reported)
1.09M
Total Shares
Allocation by class
COMMON STOCK$22.02M95.1%
ADR$1.10M4.7%
ETP$30.8K0.1%
Portfolio Concentration
Top 3$15.10M65.2%
4–10$4.49M19.4%
11–25$3.55M15.3%
Rest$13.1K0.1%
Top 3 weight
65.2%
Top 10 weight
84.6%
Voting Authority Distribution
Total shares with voting rights: 23.15M
Sole
Full voting authority
23.15M
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)
Sole26
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings26
Rows:
STONECO LTD-A
SOLEShares476.26K
TypeSH
Market value$6.77M
29.25%
Sole
6.77M
Shared
0.00
None
0.00
XP INC - CLASS A
SOLEShares259.55K
TypeSH
Market value$4.94M
21.35%
Sole
4.94M
Shared
0.00
None
0.00
NU HOLDINGS LTD/CAYMAN ISL-A
SOLEShares235.57K
TypeSH
Market value$3.39M
14.62%
Sole
3.39M
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares1.23K
TypeSH
Market value$1.13M
4.89%
Sole
1.13M
Shared
0.00
None
0.00
SOLSTICE ADV MATERIALS INC
SOLEShares2K
TypeSH
Market value$760.0K
3.28%
Sole
760K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares3.07K
TypeSH
Market value$667.9K
2.89%
Sole
667.91K
Shared
0.00
None
0.00
INCYTE CORP
SOLEShares5.62K
TypeSH
Market value$529.0K
2.28%
Sole
528.95K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares2.13K
TypeSH
Market value$521.1K
2.25%
Sole
521.15K
Shared
0.00
None
0.00
BEIGENE LTD-ADR
SOLEShares1.71K
TypeSH
Market value$508.1K
2.19%
Sole
508.12K
Shared
0.00
None
0.00
BRISTOL-MYERS SQUIBB CO
SOLEShares6.16K
TypeSH
Market value$373.7K
1.61%
Sole
373.67K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR-SP ADR
SOLEShares1.04K
TypeSH
Market value$350.8K
1.52%
Sole
350.79K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares704.00
TypeSH
Market value$346.0K
1.49%
Sole
346.04K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares750.00
TypeSH
Market value$345.7K
1.49%
Sole
345.74K
Shared
0.00
None
0.00
GILEAD SCIENCES INC
SOLEShares2.33K
TypeSH
Market value$324.9K
1.40%
Sole
324.87K
Shared
0.00
None
0.00
ABBOTT LABORATORIES
SOLEShares3.09K
TypeSH
Market value$317.7K
1.37%
Sole
317.66K
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares1.52K
TypeSH
Market value$264.9K
1.14%
Sole
264.91K
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares284.00
TypeSH
Market value$245.8K
1.06%
Sole
245.76K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares537.00
TypeSH
Market value$239.8K
1.04%
Sole
239.79K
Shared
0.00
None
0.00
MADRIGAL PHARMACEUTICALS INC
SOLEShares433.00
TypeSH
Market value$226.7K
0.98%
Sole
226.66K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares1.80K
TypeSH
Market value$212.3K
0.92%
Sole
212.31K
Shared
0.00
None
0.00
INSMED INC
SOLEShares1.30K
TypeSH
Market value$211.9K
0.92%
Sole
211.92K
Shared
0.00
None
0.00
VNET GROUP INC-ADR
SOLEShares24.79K
TypeSH
Market value$208.0K
0.90%
Sole
208.02K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares3.27K
TypeSH
Market value$205.4K
0.89%
Sole
205.38K
Shared
0.00
None
0.00
ISHARES MSCI EMERGING MARKET
SOLEShares3.06K
TypeSH
Market value$30.8K
0.13%
Sole
30.84K
Shared
0.00
None
0.00
ARM HOLDINGS PLC-ADR
SOLEShares130.00
TypeSH
Market value$15.6K
0.07%
Sole
15.60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STONECO LTD-ASOLE | Common Stock | 476.26K | SH | $6.77M 29.25% | 6.77M | 0.00 | 0.00 |
XP INC - CLASS ASOLE | Common Stock | 259.55K | SH | $4.94M 21.35% | 4.94M | 0.00 | 0.00 |
NU HOLDINGS LTD/CAYMAN ISL-ASOLE | Common Stock | 235.57K | SH | $3.39M 14.62% | 3.39M | 0.00 | 0.00 |
ELI LILLY & COSOLE | Common Stock | 1.23K | SH | $1.13M 4.89% | 1.13M | 0.00 | 0.00 |
SOLSTICE ADV MATERIALS INCSOLE | Common Stock | 2K | SH | $760.0K 3.28% | 760K | 0.00 | 0.00 |
ABBVIE INCSOLE | Common Stock | 3.07K | SH | $667.9K 2.89% | 667.91K | 0.00 | 0.00 |
INCYTE CORPSOLE | Common Stock | 5.62K | SH | $529.0K 2.28% | 528.95K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | Common Stock | 2.13K | SH | $521.1K 2.25% | 521.15K | 0.00 | 0.00 |
BEIGENE LTD-ADRSOLE | ADR | 1.71K | SH | $508.1K 2.19% | 508.12K | 0.00 | 0.00 |
BRISTOL-MYERS SQUIBB COSOLE | Common Stock | 6.16K | SH | $373.7K 1.61% | 373.67K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR-SP ADRSOLE | ADR | 1.04K | SH | $350.8K 1.52% | 350.79K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | Common Stock | 704.00 | SH | $346.0K 1.49% | 346.04K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | Common Stock | 750.00 | SH | $345.7K 1.49% | 345.74K | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | Common Stock | 2.33K | SH | $324.9K 1.40% | 324.87K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | Common Stock | 3.09K | SH | $317.7K 1.37% | 317.66K | 0.00 | 0.00 |
NVIDIA CORPSOLE | Common Stock | 1.52K | SH | $264.9K 1.14% | 264.91K | 0.00 | 0.00 |
MCKESSON CORPSOLE | Common Stock | 284.00 | SH | $245.8K 1.06% | 245.76K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | Common Stock | 537.00 | SH | $239.8K 1.04% | 239.79K | 0.00 | 0.00 |
MADRIGAL PHARMACEUTICALS INCSOLE | Common Stock | 433.00 | SH | $226.7K 0.98% | 226.66K | 0.00 | 0.00 |
ZOETIS INCSOLE | Common Stock | 1.80K | SH | $212.3K 0.92% | 212.31K | 0.00 | 0.00 |
INSMED INCSOLE | Common Stock | 1.30K | SH | $211.9K 0.92% | 211.92K | 0.00 | 0.00 |
VNET GROUP INC-ADRSOLE | ADR | 24.79K | SH | $208.0K 0.90% | 208.02K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | Common Stock | 3.27K | SH | $205.4K 0.89% | 205.38K | 0.00 | 0.00 |
ISHARES MSCI EMERGING MARKETSOLE | ETP | 3.06K | SH | $30.8K 0.13% | 30.84K | 0.00 | 0.00 |
ARM HOLDINGS PLC-ADRSOLE | ADR | 130.00 | SH | $15.6K 0.07% | 15.60K | 0.00 | 0.00 |
Page 1 of 2