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 $45.33 million in total holdings as of June 30, 2026.Jgp Global Gestao De Recursos Ltda. owns shares of 32 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 77.92% of the portfolio was purchased this quarter.About 28.26% of the portfolio was sold this quarter.This quarter, Jgp Global Gestao De Recursos Ltda. has purchased 26 new stocks and bought additional shares in 4 stocks.Jgp Global Gestao De Recursos Ltda. sold shares of 7 stocks and completely divested from 11 stocks this quarter.Largest Holdings XP $10,696,281SPDR S&P 500 ETF Trust $7,684,263SoftBank Group $4,250,177VEON $3,485,018Prosus $2,978,854 Largest New Holdings this Quarter 78462F103 - SPDR S&P 500 ETF Trust $7,684,263 Holding83404D109 - SoftBank Group $4,250,177 Holding91822M502 - VEON $3,485,018 Holding74365P108 - Prosus $2,978,854 Holding04650F101 - ATAIBECKLEY INC $2,635,000 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 10,290 shares (about $7.68M)XP 398,031 shares (about $6.47M)SoftBank Group 225,833 shares (about $4.25M)VEON 66,750 shares (about $3.49M)Prosus 342,397 shares (about $2.98M) Largest Sales this Quarter Eli Lilly and Company 133 shares (about $159.52K)Thermo Fisher Scientific 170 shares (about $85.23K)Intuitive Surgical 184 shares (about $73.17K)AbbVie 200 shares (about $50.33K)Gilead Sciences 193 shares (about $24.38K) 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 PortfolioSectorXPXP$10,696,281$6,474,433 â–²153.4%657,57923.6%FinanceSPYSPDR S&P 500 ETF Trust$7,684,263$7,684,263 â–²New Holding10,29017.0%FinanceSFTBYSoftBank Group$4,250,177$4,250,177 â–²New Holding225,8339.4%Computer and TechnologyVEONVEON$3,485,018$3,485,018 â–²New Holding66,7507.7%UtilitiesPROSYProsus$2,978,854$2,978,854 â–²New Holding342,3976.6%Retail/WholesaleATAIBECKLEY INC$2,635,000$2,635,000 â–²New Holding500,0005.8%Common StockSATSEchoStar$2,195,953$2,195,953 â–²New Holding21,6354.8%Computer and TechnologyCKHUYCk Hutchison$1,522,041$1,522,041 â–²New Holding179,4863.4%Multi-Sector ConglomeratesITUBItau Unibanco$1,370,926$1,370,926 â–²New Holding167,8003.0%FinanceLLYEli Lilly and Company$1,316,974$159,524 â–¼-10.8%1,0982.9%MedicalABBVAbbVie$722,458$50,328 â–¼-6.5%2,8711.6%MedicalINCYIncyte$637,0830.0%5,6201.4%MedicalJNJJohnson & Johnson$601,401$59,937 â–²11.1%2,3681.3%MedicalUNHUnitedHealth Group$516,628$516,628 â–²New Holding1,2431.1%MedicalBEIGENE LTD-ADR$487,5840.0%1,7111.1%ADRMRKMerck & Co., Inc.$433,302$433,302 â–²New Holding3,3721.0%MedicalSTMSTMicroelectronics$400,512$400,512 â–²New Holding5,3480.9%Computer and TechnologyNVDANVIDIA$373,500$184,385 â–²97.5%3,0000.8%Computer and TechnologyVRTXVertex Pharmaceuticals$360,129$93,385 â–²35.0%7250.8%MedicalBMYBristol Myers Squibb$354,593$403 â–¼-0.1%6,1540.8%MedicalRVMDRevolution Medicines$332,984$332,984 â–²New Holding1,7780.7%MedicalGILDGilead Sciences$270,115$24,384 â–¼-8.3%2,1380.6%MedicalTMOThermo Fisher Scientific$267,726$85,231 â–¼-24.1%5340.6%MedicalABTAbbott Laboratories$260,787$19,963 â–¼-7.1%2,8740.6%MedicalMDGLMadrigal Pharmaceuticals$232,4990.0%4330.5%MedicalISRGIntuitive Surgical$225,087$73,173 â–¼-24.5%5660.5%MedicalSYKStryker$217,554$217,554 â–²New Holding6910.5%MedicalACADACADIA Pharmaceuticals$205,183$205,183 â–²New Holding8,1100.5%MedicalALBAlbemarle$134,320$134,320 â–²New Holding9200.3%Basic MaterialsPONY AI INC.-ADR$128,506$128,506 â–²New Holding18,4900.3%ADRBIDUBaidu$19,500$19,500 â–²New Holding1,0000.0%Computer and TechnologyOI SA-ADR$13,0780.0%50,3010.0%ADRSTNEStoneCo$0$6,772,577 â–¼-100.0%00.0%Computer and TechnologyNUNU$0$3,385,198 â–¼-100.0%00.0%FinanceSOLSTICE ADV MATERIALS INC$0$760,000 â–¼-100.0%00.0%Common StockTSMTaiwan Semiconductor Manufacturing$0$350,792 â–¼-100.0%00.0%Computer and TechnologyMCKMcKesson$0$245,762 â–¼-100.0%00.0%MedicalZTSZoetis$0$212,305 â–¼-100.0%00.0%MedicalINSMInsmed$0$211,922 â–¼-100.0%00.0%MedicalVNETVNET Group$0$208,022 â–¼-100.0%00.0%Computer and TechnologyBSXBoston Scientific$0$205,381 â–¼-100.0%00.0%MedicalEEMiShares MSCI Emerging Markets ETF$0$30,842 â–¼-100.0%00.0%FinanceARM HOLDINGS PLC-ADR$0$15,600 â–¼-100.0%00.0%ADRShowing largest 100 holdings. 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