JGP GLOBAL GESTAO DE RECURSOS LTDA.

PrivateCIK: 1536562
Location

RIO DE JANEIRO, D5

26
Positions
$23.15M
Total AUM (reported)
1.09M
Total Shares

Allocation by class

TOTAL AUM$23.15M26 positions
COMMON STOCK$22.02M95.1%
ADR$1.10M4.7%
ETP$30.8K0.1%

Portfolio Concentration

Top 365.2%4–1019.4%11–2515.3%Rest0.1%TOP 1084.6%0%100%
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

SOLE
Common Stock
Shares476.26K
TypeSH
Market value$6.77M
29.25%
Sole
6.77M
Shared
0.00
None
0.00

XP INC - CLASS A

SOLE
Common Stock
Shares259.55K
TypeSH
Market value$4.94M
21.35%
Sole
4.94M
Shared
0.00
None
0.00

NU HOLDINGS LTD/CAYMAN ISL-A

SOLE
Common Stock
Shares235.57K
TypeSH
Market value$3.39M
14.62%
Sole
3.39M
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
Common Stock
Shares1.23K
TypeSH
Market value$1.13M
4.89%
Sole
1.13M
Shared
0.00
None
0.00

SOLSTICE ADV MATERIALS INC

SOLE
Common Stock
Shares2K
TypeSH
Market value$760.0K
3.28%
Sole
760K
Shared
0.00
None
0.00

ABBVIE INC

SOLE
Common Stock
Shares3.07K
TypeSH
Market value$667.9K
2.89%
Sole
667.91K
Shared
0.00
None
0.00

INCYTE CORP

SOLE
Common Stock
Shares5.62K
TypeSH
Market value$529.0K
2.28%
Sole
528.95K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
Common Stock
Shares2.13K
TypeSH
Market value$521.1K
2.25%
Sole
521.15K
Shared
0.00
None
0.00

BEIGENE LTD-ADR

SOLE
ADR
Shares1.71K
TypeSH
Market value$508.1K
2.19%
Sole
508.12K
Shared
0.00
None
0.00

BRISTOL-MYERS SQUIBB CO

SOLE
Common Stock
Shares6.16K
TypeSH
Market value$373.7K
1.61%
Sole
373.67K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR-SP ADR

SOLE
ADR
Shares1.04K
TypeSH
Market value$350.8K
1.52%
Sole
350.79K
Shared
0.00
None
0.00

THERMO FISHER SCIENTIFIC INC

SOLE
Common Stock
Shares704.00
TypeSH
Market value$346.0K
1.49%
Sole
346.04K
Shared
0.00
None
0.00

INTUITIVE SURGICAL INC

SOLE
Common Stock
Shares750.00
TypeSH
Market value$345.7K
1.49%
Sole
345.74K
Shared
0.00
None
0.00

GILEAD SCIENCES INC

SOLE
Common Stock
Shares2.33K
TypeSH
Market value$324.9K
1.40%
Sole
324.87K
Shared
0.00
None
0.00

ABBOTT LABORATORIES

SOLE
Common Stock
Shares3.09K
TypeSH
Market value$317.7K
1.37%
Sole
317.66K
Shared
0.00
None
0.00

NVIDIA CORP

SOLE
Common Stock
Shares1.52K
TypeSH
Market value$264.9K
1.14%
Sole
264.91K
Shared
0.00
None
0.00

MCKESSON CORP

SOLE
Common Stock
Shares284.00
TypeSH
Market value$245.8K
1.06%
Sole
245.76K
Shared
0.00
None
0.00

VERTEX PHARMACEUTICALS INC

SOLE
Common Stock
Shares537.00
TypeSH
Market value$239.8K
1.04%
Sole
239.79K
Shared
0.00
None
0.00

MADRIGAL PHARMACEUTICALS INC

SOLE
Common Stock
Shares433.00
TypeSH
Market value$226.7K
0.98%
Sole
226.66K
Shared
0.00
None
0.00

ZOETIS INC

SOLE
Common Stock
Shares1.80K
TypeSH
Market value$212.3K
0.92%
Sole
212.31K
Shared
0.00
None
0.00

INSMED INC

SOLE
Common Stock
Shares1.30K
TypeSH
Market value$211.9K
0.92%
Sole
211.92K
Shared
0.00
None
0.00

VNET GROUP INC-ADR

SOLE
ADR
Shares24.79K
TypeSH
Market value$208.0K
0.90%
Sole
208.02K
Shared
0.00
None
0.00

BOSTON SCIENTIFIC CORP

SOLE
Common Stock
Shares3.27K
TypeSH
Market value$205.4K
0.89%
Sole
205.38K
Shared
0.00
None
0.00

ISHARES MSCI EMERGING MARKET

SOLE
ETP
Shares3.06K
TypeSH
Market value$30.8K
0.13%
Sole
30.84K
Shared
0.00
None
0.00

ARM HOLDINGS PLC-ADR

SOLE
ADR
Shares130.00
TypeSH
Market value$15.6K
0.07%
Sole
15.60K
Shared
0.00
None
0.00
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