Filed: 7/20/2026ACC: 0001536562-26-000004
📋 What this filing means
JGP GLOBAL GESTAO DE RECURSOS LTDA. filed this quarterly 13F‑HR report disclosing 32 equity positions with a total reported market value of $45.33M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
32
Positions
$45.33M
Total AUM (reported)
2.29M
Total Shares
Allocation by class
COMMON STOCK$22.99M50.7%
ADR$14.26M31.4%
ETP$7.68M17.0%
NY REG SHRS$400.5K0.9%
Portfolio Concentration
Top 3$22.63M49.9%
4–10$15.50M34.2%
11–25$6.25M13.8%
Rest$943.2K2.1%
Top 3 weight
49.9%
Top 10 weight
84.1%
Voting Authority Distribution
Total shares with voting rights: 45.33M
Sole
Full voting authority
45.33M
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)
Sole32
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings32
Rows:
XP INC - CLASS A
SOLEShares657.58K
TypeSH
Market value$10.70M
23.60%
Sole
10.70M
Shared
0.00
None
0.00
SPDR S&P 500 ETF TRUST
SOLEShares10.29K
TypeSH
Market value$7.68M
16.95%
Sole
7.68M
Shared
0.00
None
0.00
SOFTBANK GROUP CORP-UNSP ADR
SOLEShares225.83K
TypeSH
Market value$4.25M
9.38%
Sole
4.25M
Shared
0.00
None
0.00
VEON LTD
SOLEShares66.75K
TypeSH
Market value$3.49M
7.69%
Sole
3.49M
Shared
0.00
None
0.00
PROSUS NV -SPON ADR
SOLEShares342.40K
TypeSH
Market value$2.98M
6.57%
Sole
2.98M
Shared
0.00
None
0.00
ATAIBECKLEY INC
SOLEShares500K
TypeSH
Market value$2.63M
5.81%
Sole
2.63M
Shared
0.00
None
0.00
ECHOSTAR CORP-A
SOLEShares21.64K
TypeSH
Market value$2.20M
4.84%
Sole
2.20M
Shared
0.00
None
0.00
CK HUTCHISON HOLDIN-UNSP ADR
SOLEShares179.49K
TypeSH
Market value$1.52M
3.36%
Sole
1.52M
Shared
0.00
None
0.00
ITAU UNIBANCO HLDNG-PREF ADR
SOLEShares167.80K
TypeSH
Market value$1.37M
3.02%
Sole
1.37M
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares1.10K
TypeSH
Market value$1.32M
2.91%
Sole
1.32M
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares2.87K
TypeSH
Market value$722.5K
1.59%
Sole
722.46K
Shared
0.00
None
0.00
INCYTE CORP
SOLEShares5.62K
TypeSH
Market value$637.1K
1.41%
Sole
637.08K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares2.37K
TypeSH
Market value$601.4K
1.33%
Sole
601.40K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares1.24K
TypeSH
Market value$516.6K
1.14%
Sole
516.63K
Shared
0.00
None
0.00
BEIGENE LTD-ADR
SOLEShares1.71K
TypeSH
Market value$487.6K
1.08%
Sole
487.58K
Shared
0.00
None
0.00
MERCK & CO. INC.
SOLEShares3.37K
TypeSH
Market value$433.3K
0.96%
Sole
433.30K
Shared
0.00
None
0.00
STMICROELECTRONICS NV-NY SHS
SOLEShares5.35K
TypeSH
Market value$400.5K
0.88%
Sole
400.51K
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares3K
TypeSH
Market value$373.5K
0.82%
Sole
373.50K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares725.00
TypeSH
Market value$360.1K
0.79%
Sole
360.13K
Shared
0.00
None
0.00
BRISTOL-MYERS SQUIBB CO
SOLEShares6.15K
TypeSH
Market value$354.6K
0.78%
Sole
354.59K
Shared
0.00
None
0.00
REVOLUTION MEDICINES INC
SOLEShares1.78K
TypeSH
Market value$333.0K
0.73%
Sole
332.98K
Shared
0.00
None
0.00
GILEAD SCIENCES INC
SOLEShares2.14K
TypeSH
Market value$270.1K
0.60%
Sole
270.12K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares534.00
TypeSH
Market value$267.7K
0.59%
Sole
267.73K
Shared
0.00
None
0.00
ABBOTT LABORATORIES
SOLEShares2.87K
TypeSH
Market value$260.8K
0.58%
Sole
260.79K
Shared
0.00
None
0.00
MADRIGAL PHARMACEUTICALS INC
SOLEShares433.00
TypeSH
Market value$232.5K
0.51%
Sole
232.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
XP INC - CLASS ASOLE | Common Stock | 657.58K | SH | $10.70M 23.60% | 10.70M | 0.00 | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | ETP | 10.29K | SH | $7.68M 16.95% | 7.68M | 0.00 | 0.00 |
SOFTBANK GROUP CORP-UNSP ADRSOLE | ADR | 225.83K | SH | $4.25M 9.38% | 4.25M | 0.00 | 0.00 |
VEON LTDSOLE | ADR | 66.75K | SH | $3.49M 7.69% | 3.49M | 0.00 | 0.00 |
PROSUS NV -SPON ADRSOLE | ADR | 342.40K | SH | $2.98M 6.57% | 2.98M | 0.00 | 0.00 |
ATAIBECKLEY INCSOLE | Common Stock | 500K | SH | $2.63M 5.81% | 2.63M | 0.00 | 0.00 |
ECHOSTAR CORP-ASOLE | Common Stock | 21.64K | SH | $2.20M 4.84% | 2.20M | 0.00 | 0.00 |
CK HUTCHISON HOLDIN-UNSP ADRSOLE | ADR | 179.49K | SH | $1.52M 3.36% | 1.52M | 0.00 | 0.00 |
ITAU UNIBANCO HLDNG-PREF ADRSOLE | ADR | 167.80K | SH | $1.37M 3.02% | 1.37M | 0.00 | 0.00 |
ELI LILLY & COSOLE | Common Stock | 1.10K | SH | $1.32M 2.91% | 1.32M | 0.00 | 0.00 |
ABBVIE INCSOLE | Common Stock | 2.87K | SH | $722.5K 1.59% | 722.46K | 0.00 | 0.00 |
INCYTE CORPSOLE | Common Stock | 5.62K | SH | $637.1K 1.41% | 637.08K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | Common Stock | 2.37K | SH | $601.4K 1.33% | 601.40K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | Common Stock | 1.24K | SH | $516.6K 1.14% | 516.63K | 0.00 | 0.00 |
BEIGENE LTD-ADRSOLE | ADR | 1.71K | SH | $487.6K 1.08% | 487.58K | 0.00 | 0.00 |
MERCK & CO. INC.SOLE | Common Stock | 3.37K | SH | $433.3K 0.96% | 433.30K | 0.00 | 0.00 |
STMICROELECTRONICS NV-NY SHSSOLE | NY Reg Shrs | 5.35K | SH | $400.5K 0.88% | 400.51K | 0.00 | 0.00 |
NVIDIA CORPSOLE | Common Stock | 3K | SH | $373.5K 0.82% | 373.50K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | Common Stock | 725.00 | SH | $360.1K 0.79% | 360.13K | 0.00 | 0.00 |
BRISTOL-MYERS SQUIBB COSOLE | Common Stock | 6.15K | SH | $354.6K 0.78% | 354.59K | 0.00 | 0.00 |
REVOLUTION MEDICINES INCSOLE | Common Stock | 1.78K | SH | $333.0K 0.73% | 332.98K | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | Common Stock | 2.14K | SH | $270.1K 0.60% | 270.12K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | Common Stock | 534.00 | SH | $267.7K 0.59% | 267.73K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | Common Stock | 2.87K | SH | $260.8K 0.58% | 260.79K | 0.00 | 0.00 |
MADRIGAL PHARMACEUTICALS INCSOLE | Common Stock | 433.00 | SH | $232.5K 0.51% | 232.50K | 0.00 | 0.00 |
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