Fund HoldingsJGP Global Gestao de Recursos Ltda.

Total Portfolio Value
$169.48M
Total Bought
$169.48M
Total Sold
$171.97M
Net Transaction
-$2.49M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
NEW GOLD INC09,184,600+9,184,600079,99847.20%+79,998
STONECO LTD-A(STNE)02,653,167+2,653,167039,24023.15%+39,240
SOLSTICE ADV MATERIALS INC(SOLS)0219,605+219,605010,6686.29%+10,668
RANGE RESOURCES CORP(RRC)0200,000+200,00007,0524.16%+7,052
NU HOLDINGS LTD/CAYMAN ISL-A(NU)0292,142+292,14204,8902.89%+4,890
XP INC - CLASS A(XP)0250,064+250,06404,0942.42%+4,094
ISHARES MSCI BRAZIL CAPPED E0100,000+100,00003,1771.87%+3,177
MAGNUM ICE CREAM CO NV(MICC)0199,744+199,74403,1661.87%+3,166
ELI LILLY & CO(LLY)01,218+1,21801,3090.77%+1,309
ISHARES NASDAQ BIOTECHNOLOGY06,807+6,80701,1490.68%+1,149
SCHOLASTIC CORP035,245+35,24501,0440.62%+1,044
SPDR S&P METALS & MINING ETF
ST STR SP METAL
09,800+9,80001,0150.60%+1,015
INCYTE CORP(INCY)09,090+9,09008980.53%+898
BEIGENE LTD-ADR(ONC)02,559+2,55907770.46%+777
ABBVIE INC(ABBV)03,056+3,05606980.41%+698
INTER & CO INC - CL A(INTR)075,600+75,60006410.38%+641
SOUTHERN COPPER CORP(SCCO)03,700+3,70005310.31%+531
GRUPO FINANCIERO GALICIA-ADR(GGAL)09,800+9,80005290.31%+529
TAIWAN SEMICONDUCTOR-SP ADR(TSM)01,504+1,50404570.27%+457
NVIDIA CORP(NVDA)02,402+2,40204480.26%+448
JOHNSON & JOHNSON(JNJ)02,123+2,12304390.26%+439
INSMED INC(INSM)02,499+2,49904350.26%+435
VNET GROUP INC-ADR(VNET)050,082+50,08204240.25%+424
INTUITIVE SURGICAL INC0743+74304210.25%+421
THERMO FISHER SCIENTIFIC INC(TMO)0698+69804040.24%+404
ABBOTT LABORATORIES03,058+3,05803830.23%+383
ACADIA PHARMACEUTICALS INC013,843+13,84303700.22%+370
MADRIGAL PHARMACEUTICALS INC(MDGL)0625+62503640.21%+364
BANCO MACRO SA-ADR(BMA)03,700+3,70003340.20%+334
BRISTOL-MYERS SQUIBB CO(BMY)06,135+6,13503310.20%+331
BOSTON SCIENTIFIC CORP(BSX)03,247+3,24703100.18%+310
RHYTHM PHARMACEUTICALS INC(RYTM)02,866+2,86603070.18%+307
GILEAD SCIENCES INC(GILD)02,322+2,32202850.17%+285
VEON LTD(VEON)04,849+4,84902550.15%+255
ALPHABET INC-CL C(GOOG)0795+79502490.15%+249
VERTEX PHARMACEUTICALS INC(VRTX)0532+53202410.14%+241
IDEXX LABORATORIES INC(IDXX)0342+34202310.14%+231
MCKESSON CORP(MCK)0282+28202310.14%+231
BANCO BBVA ARGENTINA SA012,800+12,80002310.14%+231
KRATOS DEFENSE & SECURITY(KTOS)(Call)0335+3350229+229
TENCENT HOLDINGS LTD-UNS ADR02,957+2,95702260.13%+226
ZOETIS INC(ZTS)01,787+1,78702250.13%+225
BROADCOM INC(AVGO)0610+61002110.12%+211
REVOLUTION MEDICINES INC(RVMD)02,545+2,54502030.12%+203
VNET GROUP INC-ADR(VNET)(Call)0648+6480185+185
STONECO LTD-A(STNE)(Call)0526+5260150+150
OI SA-ADR050,301+50,3010130.01%+13
KRATOS DEFENSE & SECURITY(KTOS)(Put)0861+861010+10
CERUS CORP10,4810-10,481170-17
ABCELLERA BIOLOGICS INC(ABCL)15,1490-15,149760-76
KRATOS DEFENSE & SECURITY(KTOS)(Put)4,4000-4,400900-90
ISHARES BITCOIN TRUST ETF(IBIT)3,1680-3,1682060-206
MICRON TECHNOLOGY INC(MU)1,3530-1,3532260-226
VERTEX PHARMACEUTICALS INC(VRTX)5860-5862300-230
IDEXX LABORATORIES INC(IDXX)3770-3772410-241
MCKESSON CORP(MCK)3120-3122410-241
SUMMIT THERAPEUTICS INC(SMMT)12,8680-12,8682660-266
DANAHER CORP(DHR)1,3610-1,3612700-270
GILEAD SCIENCES INC(GILD)2,5660-2,5662850-285
ZOETIS INC(ZTS)1,9770-1,9772890-289
BRISTOL-MYERS SQUIBB CO(BMY)6,7740-6,7743060-306
RHYTHM PHARMACEUTICALS INC(RYTM)3,2530-3,2533290-329
UNITEDHEALTH GROUP INC(UNH)9920-9923430-343
BOSTON SCIENTIFIC CORP(BSX)3,5920-3,5923510-351
INTUITIVE SURGICAL INC8190-8193660-366
THERMO FISHER SCIENTIFIC INC(TMO)7690-7693730-373
INSMED INC(INSM)2,6970-2,6973880-388
JOHNSON & JOHNSON(JNJ)2,3380-2,3384340-434
NVIDIA CORP(NVDA)2,3470-2,3474380-438
TAIWAN SEMICONDUCTOR-SP ADR(TSM)1,6040-1,6044480-448
ABBOTT LABORATORIES3,3640-3,3644510-451
VNET GROUP INC(VNET)(Call)2,0000-2,0004700-470
MADRIGAL PHARMACEUTICALS INC(MDGL)1,0420-1,0424780-478
ACADIA PHARMACEUTICALS INC23,0820-23,0824930-493
ABBVIE INC(ABBV)3,3740-3,3747810-781
ELI LILLY & CO(LLY)1,3520-1,3521,0320-1,032
INCYTE CORP(INCY)16,5420-16,5421,4030-1,403
BEONE MEDICINES LTD(ONC)5,1420-5,1421,7520-1,752
NU HOLDINGS LTD/CAYMAN ISL-A(NU)704,4670-704,46711,2790-11,279
XP INC(XP)601,0710-601,07111,2940-11,294
STONECO LTD-A(STNE)3,215,9660-3,215,96660,8140-60,814
NEW GOLD INC10,516,7000-10,516,70075,5100-75,510
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