Jgp Global Gestao De Recursos Ltda.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$23.2M
Q ending 2026-03-31
Prior quarter
$169.5M
Q ending 2025-12-31
Change
-86.3% QoQ · -82.3% YoY
Positions
28
reported holdings
Largest positions
All 28 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Stoneco Ltd-A | Shares | $6.7M | 475K | |
| Xp Inc - Class A | Shares | $4.9M | 260K | |
| Nu Holdings Ltd/Cayman Isl-A | Shares | $3.4M | 236K | |
| Eli Lilly & Co | LLY | Shares | $1.1M | 1K |
| Solstice Adv Materials Inc | SOLS | Put | $760K | 2K |
| Abbvie Inc | ABBV | Shares | $668K | 3K |
| Incyte Corp | INCY | Shares | $529K | 6K |
| Johnson & Johnson | JNJ | Shares | $521K | 2K |
| Beigene Ltd-Adr | ONC | Shares | $508K | 2K |
| Bristol-Myers Squibb Co | BMY | Shares | $374K | 6K |
| Taiwan Semiconductor-Sp Adr | TSM | Shares | $351K | 1K |
| Thermo Fisher Scientific Inc | TMO | Shares | $346K | 704 |
| Intuitive Surgical Inc | ISRG | Shares | $346K | 750 |
| Gilead Sciences Inc | GILD | Shares | $325K | 2K |
| Abbott Laboratories | ABT | Shares | $318K | 3K |
| Nvidia Corp | NVDA | Shares | $265K | 2K |
| Mckesson Corp | MCK | Shares | $246K | 284 |
| Vertex Pharmaceuticals Inc | VRTX | Shares | $240K | 537 |
| Madrigal Pharmaceuticals Inc | MDGL | Shares | $227K | 433 |
| Zoetis Inc | ZTS | Shares | $212K | 2K |
| Insmed Inc | INSM | Shares | $212K | 1K |
| Vnet Group Inc-Adr | VNET | Shares | $208K | 25K |
| Boston Scientific Corp | BSX | Shares | $205K | 3K |
| Stoneco Ltd-A | Call | $45K | 570 | |
| Ishares Msci Emerging Market | EEM | Call | $31K | 3K |
| Stoneco Ltd-A | Put | $19K | 570 | |
| Arm Holdings Plc-Adr | ARM | Call | $16K | 130 |
| Oi Sa-Adr | OIBR/USD | Shares | $13K | 50K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.