Jgp Global Gestao De Recursos Ltda. Top Holdings and 13F Report (2025) About Jgp Global Gestao De Recursos Ltda.Investment ActivityJgp Global Gestao De Recursos Ltda. has $130.78 million in total holdings as of March 31, 2025.Jgp Global Gestao De Recursos Ltda. owns shares of 35 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 67.88% of the portfolio was purchased this quarter.About 9.81% of the portfolio was sold this quarter.This quarter, Jgp Global Gestao De Recursos Ltda. has purchased 40 new stocks and bought additional shares in 3 stocks.Jgp Global Gestao De Recursos Ltda. sold shares of 16 stocks and completely divested from 18 stocks this quarter.Largest Holdings StoneCo $46,874,294NEW GOLD INC $39,652,469Aberdeen Standard Physical Platinum Shares ETF $12,791,800XP $10,933,918CAPRI HOLDINGS LTD $3,755,606 Largest New Holdings this Quarter 003260106 - Aberdeen Standard Physical Platinum Shares ETF $12,791,800 HoldingG98239109 - XP $10,933,918 HoldingG189OL107 - CAPRI HOLDINGS LTD $3,755,606 Holding74365P108 - Prosus $2,446,964 Holding83404D109 - SoftBank Group $932,056 Holding Largest Purchases this Quarter StoneCo 3,707,941 shares (about $38.86M)NEW GOLD INC 4,187,997 shares (about $15.54M)Aberdeen Standard Physical Platinum Shares ETF 140,000 shares (about $12.79M)XP 795,194 shares (about $10.93M)CAPRI HOLDINGS LTD 190,350 shares (about $3.76M) Largest Sales this Quarter Intuitive Surgical 1,995 shares (about $988.06K)Eli Lilly and Company 1,042 shares (about $860.60K)Thermo Fisher Scientific 657 shares (about $326.92K)Incyte 5,301 shares (about $320.98K)Madrigal Pharmaceuticals 752 shares (about $249.08K) Sector Allocation Over TimeMap of 500 Largest Holdings ofJgp Global Gestao De Recursos Ltda. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSTNEStoneCo$46,874,294$38,859,221 ▲484.8%4,472,73835.8%Computer and TechnologyNEW GOLD INC$39,652,469$15,537,469 ▲64.4%10,687,99730.3%Common StockPPLTAberdeen Standard Physical Platinum Shares ETF$12,791,800$12,791,800 ▲New Holding140,0009.8%ETFXPXP$10,933,918$10,933,918 ▲New Holding795,1948.4%FinanceCAPRI HOLDINGS LTD$3,755,606$3,755,606 ▲New Holding190,3502.9%Common StockBGNEBeiGene$3,264,679$713,358 ▲28.0%11,9952.5%MedicalPROSYProsus$2,446,964$2,446,964 ▲New Holding264,2511.9%Retail/WholesaleINCYIncyte$1,170,553$320,976 ▼-21.5%19,3320.9%MedicalLLYEli Lilly and Company$1,110,849$860,598 ▼-43.7%1,3450.8%MedicalSFTBYSoftBank Group$932,056$932,056 ▲New Holding36,9570.7%Computer and TechnologyAEMAgnico Eagle Mines$704,3400.0%6,4970.5%Basic MaterialsABBVAbbVie$702,940$702,940 ▲New Holding3,3550.5%MedicalUNHUnitedHealth Group$516,941$205,834 ▼-28.5%9870.4%MedicalACADACADIA Pharmaceuticals$447,673$127,366 ▼-22.1%26,9520.3%MedicalABTAbbott Laboratories$443,847$443,847 ▲New Holding3,3460.3%MedicalAGIAlamos Gold$413,1860.0%15,4520.3%Basic MaterialsMDGLMadrigal Pharmaceuticals$411,056$249,085 ▼-37.7%1,2410.3%MedicalBMYBristol-Myers Squibb$410,707$410,707 ▲New Holding6,7340.3%MedicalISRGIntuitive Surgical$403,645$988,064 ▼-71.0%8150.3%MedicalJNJJohnson & Johnson$383,588$383,588 ▲New Holding2,3130.3%MedicalTMOThermo Fisher Scientific$380,664$326,923 ▼-46.2%7650.3%MedicalBSXBoston Scientific$360,444$3,228 ▼-0.9%3,5730.3%MedicalZTSZoetis$323,867$323,867 ▲New Holding1,9670.2%MedicalSMMTSummit Therapeutics$296,410$33,063 ▼-10.0%15,3660.2%MedicalGILDGilead Sciences$285,952$285,952 ▲New Holding2,5520.2%MedicalVRTXVertex Pharmaceuticals$282,650$186,656 ▼-39.8%5830.2%MedicalDHRDanaher$277,570$229,190 ▼-45.2%1,3540.2%MedicalINSMInsmed$240,085$226,811 ▼-48.6%3,1470.2%MedicalMCKMcKesson$209,300$209,300 ▲New Holding3110.2%MedicalRYTMRhythm Pharmaceuticals$202,557$82,315 ▼-28.9%3,8240.2%MedicalTSMTaiwan Semiconductor Manufacturing$48,000$48,000 ▲New Holding1500.0%Computer and TechnologyABCLAbCellera Biologics$38,682$11,712 ▼-23.2%17,3460.0%MedicalKODKodiak Sciences$30,586$5,739 ▼-15.8%10,9040.0%MedicalCERSCerus$17,047$5,142 ▼-23.2%12,2640.0%MedicalOI SA-ADR$13,0780.0%50,3010.0%ADRTEOTelecom Argentina$0$852,985 ▼-100.0%00.0%UtilitiesBMABanco Macro$0$833,781 ▼-100.0%00.0%FinanceGGALGrupo Financiero Galicia$0$819,508 ▼-100.0%00.0%FinanceYPFYPF Sociedad Anónima$0$816,617 ▼-100.0%00.0%EnergyLOMALoma Negra Compañía Industrial Argentina Sociedad Anónima$0$785,485 ▼-100.0%00.0%ConstructionSYKStryker$0$670,413 ▼-100.0%00.0%MedicalARGXargenx$0$616,230 ▼-100.0%00.0%MedicalMRKMerck & Co., Inc.$0$566,539 ▼-100.0%00.0%MedicalELVElevance Health$0$452,271 ▼-100.0%00.0%MedicalREGNRegeneron Pharmaceuticals$0$383,234 ▼-100.0%00.0%MedicalAZNAstraZeneca$0$377,526 ▼-100.0%00.0%MedicalALNYAlnylam Pharmaceuticals$0$363,789 ▼-100.0%00.0%MedicalAMGNAmgen$0$354,731 ▼-100.0%00.0%MedicalRVMDRevolution Medicines$0$336,973 ▼-100.0%00.0%MedicalCIThe Cigna Group$0$251,564 ▼-100.0%00.0%MedicalKYMRKymera Therapeutics$0$241,018 ▼-100.0%00.0%MedicalPENPenumbra$0$213,969 ▼-100.0%00.0%MedicalSGMLSigma Lithium$0$25,000 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
