JGP Global Gestao de Recursos Ltda.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NEW GOLD INC | 0 | 10,516,700 | +10,516,700 | 0 | 75,509,906 | 44.05% | +75,509,906 |
| STONECO LTD-A(STNE) | 0 | 3,215,966 | +3,215,966 | 0 | 60,813,917 | 35.48% | +60,813,917 |
| XP INC(XP) | 0 | 601,071 | +601,071 | 0 | 11,294,124 | 6.59% | +11,294,124 |
| NU HOLDINGS LTD/CAYMAN ISL-A(NU) | 0 | 704,467 | +704,467 | 0 | 11,278,517 | 6.58% | +11,278,517 |
| BEONE MEDICINES LTD(ONC) | 0 | 5,142 | +5,142 | 0 | 1,751,879 | 1.02% | +1,751,879 |
| INCYTE CORP(INCY) | 0 | 16,542 | +16,542 | 0 | 1,402,927 | 0.82% | +1,402,927 |
| ELI LILLY & CO(LLY) | 0 | 1,352 | +1,352 | 0 | 1,031,576 | 0.60% | +1,031,576 |
| ABBVIE INC(ABBV) | 0 | 3,374 | +3,374 | 0 | 781,216 | 0.46% | +781,216 |
| ACADIA PHARMACEUTICALS INC | 0 | 23,082 | +23,082 | 0 | 492,570 | 0.29% | +492,570 |
| MADRIGAL PHARMACEUTICALS INC(MDGL) | 0 | 1,042 | +1,042 | 0 | 477,924 | 0.28% | +477,924 |
| VNET GROUP INC(VNET)(Call) | 0 | 2,000 | +2,000 | 0 | 470,000 | — | +470,000 |
| ABBOTT LABORATORIES | 0 | 3,364 | +3,364 | 0 | 450,574 | 0.26% | +450,574 |
| TAIWAN SEMICONDUCTOR-SP ADR(TSM) | 0 | 1,604 | +1,604 | 0 | 447,981 | 0.26% | +447,981 |
| NVIDIA CORP(NVDA) | 0 | 2,347 | +2,347 | 0 | 437,903 | 0.26% | +437,903 |
| JOHNSON & JOHNSON(JNJ) | 0 | 2,338 | +2,338 | 0 | 433,512 | 0.25% | +433,512 |
| INSMED INC(INSM) | 0 | 2,697 | +2,697 | 0 | 388,395 | 0.23% | +388,395 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 0 | 769 | +769 | 0 | 372,980 | 0.22% | +372,980 |
| INTUITIVE SURGICAL INC | 0 | 819 | +819 | 0 | 366,281 | 0.21% | +366,281 |
| BOSTON SCIENTIFIC CORP(BSX) | 0 | 3,592 | +3,592 | 0 | 350,687 | 0.20% | +350,687 |
| UNITEDHEALTH GROUP INC(UNH) | 0 | 992 | +992 | 0 | 342,538 | 0.20% | +342,538 |
| RHYTHM PHARMACEUTICALS INC(RYTM) | 0 | 3,253 | +3,253 | 0 | 328,520 | 0.19% | +328,520 |
| BRISTOL-MYERS SQUIBB CO(BMY) | 0 | 6,774 | +6,774 | 0 | 305,507 | 0.18% | +305,507 |
| ZOETIS INC(ZTS) | 0 | 1,977 | +1,977 | 0 | 289,275 | 0.17% | +289,275 |
| GILEAD SCIENCES INC(GILD) | 0 | 2,566 | +2,566 | 0 | 284,826 | 0.17% | +284,826 |
| DANAHER CORP(DHR) | 0 | 1,361 | +1,361 | 0 | 269,832 | 0.16% | +269,832 |
| SUMMIT THERAPEUTICS INC(SMMT) | 0 | 12,868 | +12,868 | 0 | 265,853 | 0.16% | +265,853 |
| MCKESSON CORP(MCK) | 0 | 312 | +312 | 0 | 241,032 | 0.14% | +241,032 |
| IDEXX LABORATORIES INC(IDXX) | 0 | 377 | +377 | 0 | 240,862 | 0.14% | +240,862 |
| VERTEX PHARMACEUTICALS INC(VRTX) | 0 | 586 | +586 | 0 | 229,501 | 0.13% | +229,501 |
| MICRON TECHNOLOGY INC(MU) | 0 | 1,353 | +1,353 | 0 | 226,384 | 0.13% | +226,384 |
| ISHARES BITCOIN TRUST ETF(IBIT) | 0 | 3,168 | +3,168 | 0 | 205,920 | 0.12% | +205,920 |
| KRATOS DEFENSE & SECURITY(KTOS)(Put) | 0 | 4,400 | +4,400 | 0 | 90,000 | — | +90,000 |
| ABCELLERA BIOLOGICS INC(ABCL) | 0 | 15,149 | +15,149 | 0 | 76,199 | 0.04% | +76,199 |
| CERUS CORP | 0 | 10,481 | +10,481 | 0 | 16,665 | 0.01% | +16,665 |
| OI SA-ADR | 50,301 | 0 | -50,301 | 13,078 | 0 | — | -13,078 |
| CERUS CORP | 12,264 | 0 | -12,264 | 17,292 | 0 | — | -17,292 |
| KODIAK SCIENCES INC(KOD) | 10,904 | 0 | -10,904 | 40,672 | 0 | — | -40,672 |
| ABCELLERA BIOLOGICS INC(ABCL) | 17,346 | 0 | -17,346 | 59,497 | 0 | — | -59,497 |
| IDEXX LABORATORIES INC(IDXX) | 374 | 0 | -374 | 200,591 | 0 | — | -200,591 |
| MCKESSON CORP(MCK) | 310 | 0 | -310 | 227,162 | 0 | — | -227,162 |
| PONY AI INC.-ADR(PONY) | 17,901 | 0 | -17,901 | 236,293 | 0 | — | -236,293 |
| RHYTHM PHARMACEUTICALS INC(RYTM) | 3,824 | 0 | -3,824 | 241,639 | 0 | — | -241,639 |
| VERTEX PHARMACEUTICALS INC(VRTX) | 581 | 0 | -581 | 258,661 | 0 | — | -258,661 |
| DANAHER CORP(DHR) | 1,350 | 0 | -1,350 | 266,679 | 0 | — | -266,679 |
| GILEAD SCIENCES INC(GILD) | 2,545 | 0 | -2,545 | 282,164 | 0 | — | -282,164 |
| ZOETIS INC(ZTS) | 1,962 | 0 | -1,962 | 305,974 | 0 | — | -305,974 |
| UNITEDHEALTH GROUP INC(UNH) | 984 | 0 | -984 | 306,978 | 0 | — | -306,978 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 763 | 0 | -763 | 309,366 | 0 | — | -309,366 |
| BRISTOL-MYERS SQUIBB CO(BMY) | 6,716 | 0 | -6,716 | 310,884 | 0 | — | -310,884 |
| INSMED INC(INSM) | 3,147 | 0 | -3,147 | 316,714 | 0 | — | -316,714 |
| SUMMIT THERAPEUTICS INC(SMMT) | 15,366 | 0 | -15,366 | 326,988 | 0 | — | -326,988 |
| JOHNSON & JOHNSON(JNJ) | 2,307 | 0 | -2,307 | 352,394 | 0 | — | -352,394 |
| MADRIGAL PHARMACEUTICALS INC(MDGL) | 1,241 | 0 | -1,241 | 375,576 | 0 | — | -375,576 |
| BOSTON SCIENTIFIC CORP(BSX) | 3,564 | 0 | -3,564 | 382,809 | 0 | — | -382,809 |
| AGNICO-EAGLE MINES LTD(AEM) | 3,249 | 0 | -3,249 | 386,404 | 0 | — | -386,404 |
| ALAMOS GOLD INC-CLASS A | 15,455 | 0 | -15,455 | 410,485 | 0 | — | -410,485 |
| INTUITIVE SURGICAL INC | 813 | 0 | -813 | 441,792 | 0 | — | -441,792 |
| ABBOTT LABORATORIES | 3,337 | 0 | -3,337 | 453,865 | 0 | — | -453,865 |
| TAIWAN SEMICONDUCTOR-SP ADR(TSM) | 2,162 | 0 | -2,162 | 489,671 | 0 | — | -489,671 |
| MICRON TECHNOLOGY INC(MU) | 4,142 | 0 | -4,142 | 510,502 | 0 | — | -510,502 |
| ACADIA PHARMACEUTICALS INC | 26,952 | 0 | -26,952 | 581,355 | 0 | — | -581,355 |
| ABBVIE INC(ABBV) | 3,346 | 0 | -3,346 | 621,085 | 0 | — | -621,085 |
| MARVELL TECHNOLOGY GROUP LTD(MRVL) | 9,981 | 0 | -9,981 | 772,529 | 0 | — | -772,529 |
| BROOKFIELD CORP(BN) | 12,723 | 0 | -12,723 | 786,918 | 0 | — | -786,918 |
| SOFTBANK GROUP CORP-UNSP ADR | 21,707 | 0 | -21,707 | 790,786 | 0 | — | -790,786 |
| COHEN CIRCLE ACQUISITION COR | 75,532 | 0 | -75,532 | 828,586 | 0 | — | -828,586 |
| ALPHABET INC-CL C(GOOG) | 5,260 | 0 | -5,260 | 933,071 | 0 | — | -933,071 |
| ELI LILLY & CO(LLY) | 1,341 | 0 | -1,341 | 1,045,350 | 0 | — | -1,045,350 |
| NVIDIA CORP(NVDA) | 7,084 | 0 | -7,084 | 1,119,201 | 0 | — | -1,119,201 |
| TELEFONICA BRASIL-ADR(VIV) | 100,000 | 0 | -100,000 | 1,140,000 | 0 | — | -1,140,000 |
| INCYTE CORP(INCY) | 19,332 | 0 | -19,332 | 1,316,509 | 0 | — | -1,316,509 |
| BEIGENE LTD-ADR(ONC) | 11,995 | 0 | -11,995 | 2,903,630 | 0 | — | -2,903,630 |
| PERPETUA RESOURCES CORP(PPTA) | 450,000 | 0 | -450,000 | 5,463,000 | 0 | — | -5,463,000 |
| NU HOLDINGS LTD/CAYMAN ISL-A(NU) | 768,919 | 0 | -768,919 | 10,549,569 | 0 | — | -10,549,569 |
| ISHARES BITCOIN TRUST(IBIT) | 200,000 | 0 | -200,000 | 12,242,000 | 0 | — | -12,242,000 |
| KRATOS DEFENSE & SECURITY(KTOS) | 280,000 | 0 | -280,000 | 13,006,000 | 0 | — | -13,006,000 |
| XP INC - CLASS A(XP) | 854,252 | 0 | -854,252 | 17,255,890 | 0 | — | -17,255,890 |
| NEW GOLD INC | 10,587,997 | 0 | -10,587,997 | 52,410,585 | 0 | — | -52,410,585 |
| STONECO LTD-A(STNE) | 4,554,325 | 0 | -4,554,325 | 73,051,373 | 0 | — | -73,051,373 |