Jgp Global Gestao De Recursos Ltda. Top Holdings and 13F Report (2026) About Jgp Global Gestao De Recursos Ltda.Investment ActivityJgp Global Gestao De Recursos Ltda. has $23.15 million in total holdings as of March 31, 2026.Jgp Global Gestao De Recursos Ltda. owns shares of 26 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 1.14% of the portfolio was purchased this quarter.About 937.45% of the portfolio was sold this quarter.This quarter, Jgp Global Gestao De Recursos Ltda. has purchased 45 new stocks and bought additional shares in 13 stocks.Jgp Global Gestao De Recursos Ltda. sold shares of 10 stocks and completely divested from 21 stocks this quarter.Largest Holdings StoneCo $6,772,577XP $4,941,794NU $3,385,198Eli Lilly and Company $1,132,237SOLSTICE ADV MATERIALS INC $760,000 Largest New Holdings this Quarter 464287234 - iShares MSCI Emerging Markets ETF $30,842 Holding042068205 - ARM HOLDINGS PLC-ADR $15,600 Holding Largest Purchases this Quarter XP 9,484 shares (about $180.58K)iShares MSCI Emerging Markets ETF 3,055 shares (about $30.84K)ARM HOLDINGS PLC-ADR 130 shares (about $15.60K)Eli Lilly and Company 13 shares (about $11.96K)Abbott Laboratories 36 shares (about $3.70K) Largest Sales this Quarter SOLSTICE ADV MATERIALS INC 217,605 shares (about $82.69M)StoneCo 2,177,430 shares (about $30.96M)NU 56,568 shares (about $812.88K)Incyte 3,470 shares (about $326.60K)BEIGENE LTD-ADR 848 shares (about $251.83K) 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$6,772,577$30,963,590 ▼-82.1%476,26329.3%Computer and TechnologyXPXP$4,941,794$180,575 ▲3.8%259,54821.3%FinanceNUNU$3,385,198$812,882 ▼-19.4%235,57414.6%FinanceLLYEli Lilly and Company$1,132,237$11,957 ▲1.1%1,2314.9%MedicalSOLSTICE ADV MATERIALS INC$760,000$82,689,900 ▼-99.1%2,0003.3%Common StockABBVAbbVie$667,912$3,262 ▲0.5%3,0712.9%MedicalINCYIncyte$528,954$326,596 ▼-38.2%5,6202.3%MedicalJNJJohnson & Johnson$521,146$2,200 ▲0.4%2,1322.3%MedicalBEIGENE LTD-ADR$508,116$251,831 ▼-33.1%1,7112.2%ADRBMYBristol Myers Squibb$373,665$1,577 ▲0.4%6,1611.6%MedicalTSMTaiwan Semiconductor Manufacturing$350,792$157,485 ▼-31.0%1,0381.5%Computer and TechnologyTMOThermo Fisher Scientific$346,037$2,949 ▲0.9%7041.5%MedicalISRGIntuitive Surgical$345,743$3,227 ▲0.9%7501.5%MedicalGILDGilead Sciences$324,871$1,254 ▲0.4%2,3311.4%MedicalABTAbbott Laboratories$317,661$3,696 ▲1.2%3,0941.4%MedicalNVDANVIDIA$264,914$153,995 ▼-36.8%1,5191.1%Computer and TechnologyMCKMcKesson$245,762$1,731 ▲0.7%2841.1%MedicalVRTXVertex Pharmaceuticals$239,792$2,233 ▲0.9%5371.0%MedicalMDGLMadrigal Pharmaceuticals$226,663$100,506 ▼-30.7%4331.0%MedicalZTSZoetis$212,305$1,064 ▲0.5%1,7960.9%MedicalINSMInsmed$211,922$196,715 ▼-48.1%1,2960.9%MedicalVNETVNET Group$208,022$217,603 ▼-51.1%24,7940.9%Computer and TechnologyBSXBoston Scientific$205,381$1,632 ▲0.8%3,2730.9%MedicalEEMiShares MSCI Emerging Markets ETF$30,842$30,842 ▲New Holding3,0550.1%FinanceARM HOLDINGS PLC-ADR$15,600$15,600 ▲New Holding1300.1%ADROI SA-ADR$13,0780.0%50,3010.1%ADRNEW GOLD INC$0$79,997,866 ▼-100.0%00.0%Common StockRRCRange Resources$0$7,052,000 ▼-100.0%00.0%EnergyEWZiShares MSCI Brazil ETF$0$3,177,000 ▼-100.0%00.0%ETFMAGNUM ICE CREAM CO NV$0$3,165,942 ▼-100.0%00.0%Common StockIBBiShares Biotechnology ETF$0$1,148,817 ▼-100.0%00.0%FinanceSCHLScholastic$0$1,044,309 ▼-100.0%00.0%Consumer StaplesXMESPDR S&P Metals & Mining ETF$0$1,015,378 ▼-100.0%00.0%ETFINTRInter & Co. Inc.$0$641,088 ▼-100.0%00.0%FinanceSCCOSouthern Copper$0$530,839 ▼-100.0%00.0%Basic MaterialsGGALGrupo Financiero Galicia$0$528,612 ▼-100.0%00.0%FinanceACADACADIA Pharmaceuticals$0$369,747 ▼-100.0%00.0%MedicalBMAMacro Bank$0$333,592 ▼-100.0%00.0%FinanceRYTMRhythm Pharmaceuticals$0$306,777 ▼-100.0%00.0%MedicalVEONVEON$0$254,912 ▼-100.0%00.0%UtilitiesGOOGAlphabet$0$249,471 ▼-100.0%00.0%Computer and TechnologyKTOSKratos Defense & Security Solutions$0$238,865 ▼-100.0%00.0%AerospaceIDXXIDEXX Laboratories$0$231,373 ▼-100.0%00.0%MedicalBBARBBVA Banco Frances$0$231,296 ▼-100.0%00.0%FinanceTCEHYTencent$0$226,358 ▼-100.0%00.0%Computer and TechnologyAVGOBroadcom$0$211,121 ▼-100.0%00.0%Computer and TechnologyRVMDRevolution Medicines$0$202,709 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. 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