Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
JGP Global Gestao de Recursos Ltda. (CIK 1536562) reported $23.2M across 22 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: STNE ($6.8M, 29.25%), XP ($4.9M, 21.35%), NU ($3.4M, 14.62%), LLY ($1.1M, 4.89%), ($760,000, 3.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | STNE | STONECO LTD-A | $6.8M | 29.25% | 476,263 | Trimmed |
| 2 | XP | XP INC - CLASS A | $4.9M | 21.35% | 259,548 | Added |
| 3 | NU | NU HOLDINGS LTD/CAYMAN ISL-A | $3.4M | 14.62% | 235,574 | Trimmed |
| 4 | LLY | ELI LILLY & CO | $1.1M | 4.89% | 1,231 | Added |
| 5 | SOLSTICE ADV MATERIALS INC | $760,000 | 3.28% | 2,000 | Trimmed | |
| 6 | ABBV | ABBVIE INC | $667,912 | 2.89% | 3,071 | Added |
| 7 | INCY | INCYTE CORP | $528,954 | 2.28% | 5,620 | Trimmed |
| 8 | JNJ | JOHNSON & JOHNSON | $521,146 | 2.25% | 2,132 | Added |
| 9 | ONC | BEIGENE LTD-ADR | $508,116 | 2.19% | 1,711 | Trimmed |
| 10 | BMY | BRISTOL-MYERS SQUIBB CO | $373,665 | 1.61% | 6,161 | Added |
| 11 | TSM | TAIWAN SEMICONDUCTOR-SP ADR | $350,792 | 1.52% | 1,038 | Trimmed |
| 12 | ISRG | INTUITIVE SURGICAL INC | $345,743 | 1.49% | 750 | Added |
| 13 | TMO | THERMO FISHER SCIENTIFIC INC | $346,037 | 1.49% | 704 | Added |
| 14 | GILD | GILEAD SCIENCES INC | $324,871 | 1.40% | 2,331 | Added |
| 15 | ABT | ABBOTT LABORATORIES | $317,661 | 1.37% | 3,094 | Added |
| 16 | NVDA | NVIDIA CORP | $264,914 | 1.14% | 1,519 | Trimmed |
| 17 | MCK | MCKESSON CORP | $245,762 | 1.06% | 284 | Added |
| 18 | VRTX | VERTEX PHARMACEUTICALS INC | $239,792 | 1.04% | 537 | Added |
| 19 | MDGL | MADRIGAL PHARMACEUTICALS INC | $226,663 | 0.98% | 433 | Trimmed |
| 20 | INSM | INSMED INC | $211,922 | 0.92% | 1,296 | Trimmed |
| 21 | ZTS | ZOETIS INC | $212,305 | 0.92% | 1,796 | Added |
| 22 | VNET | VNET GROUP INC-ADR | $208,022 | 0.90% | 24,794 | Trimmed |
| 23 | BSX | BOSTON SCIENTIFIC CORP | $205,381 | 0.89% | 3,273 | Added |
| 24 | EEM | ISHARES MSCI EMERGING MARKET | $30,842 | 0.13% | 3,055 | New |
| 25 | ARM | ARM HOLDINGS PLC-ADR | $15,600 | 0.07% | 130 | New |
Source: SEC Form 13F filings · as of 2026-03-31