The Analysis of JGP Global Gestao de Recursos Ltda.'s Holdings

Currently, JGP Global Gestao de Recursos Ltda. holds 32 types of securities in its portfolio with a total value $171.4M. In the most recent quarter, they have increased their positions in LLY (+11 shares, valued at $8.4K), ABBV (+28 shares, valued at $6.5K), JNJ (+31 shares, valued at $5.7K); decreased their positions in STNE (-1.3M shares, valued at $25.3M), IBIT (-196.8K shares, valued at $12.8M), XP (-253.2K shares, valued at $4.8M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NGD NEW GOLD INC10.5M shares-0.67%2025-09-302025-10-24

STNE STONECO LTD-A3.2M shares-29.39%2025-09-302025-10-24

XP XP INC601.1K shares-29.64%2025-09-302025-10-24

NU NU HOLDINGS LTD/CAYMAN ISL-A704.5K shares-8.38%2025-09-302025-10-24

ONC BEONE MEDICINES LTD5.1K shares-57.13%2025-09-302025-10-24

INCY INCYTE CORP16.5K shares-14.43%2025-09-302025-10-24

LLY ELI LILLY & CO1.4K shares0.82%2025-09-302025-10-24

ABBV ABBVIE INC3.4K shares0.84%2025-09-302025-10-24

Sponsored

ACAD ACADIA PHARMACEUTICALS INC23.1K shares-14.36%2025-09-302025-10-24

MDGL MADRIGAL PHARMACEUTICALS INC1.0K shares-16.04%2025-09-302025-10-24

ABT ABBOTT LABORATORIES3.4K shares0.81%2025-09-302025-10-24

TSM TAIWAN SEMICONDUCTOR-SP ADR1.6K shares-25.81%2025-09-302025-10-24

NVDA NVIDIA CORP2.3K shares-66.87%2025-09-302025-10-24

JNJ JOHNSON & JOHNSON2.3K shares1.34%2025-09-302025-10-24

INSM INSMED INC2.7K shares-14.30%2025-09-302025-10-24

TMO THERMO FISHER SCIENTIFIC INC769 shares0.79%2025-09-302025-10-24

Sponsored

ISRG INTUITIVE SURGICAL INC819 shares0.74%2025-09-302025-10-24

BSX BOSTON SCIENTIFIC CORP3.6K shares0.79%2025-09-302025-10-24

UNH UNITEDHEALTH GROUP INC992 shares0.81%2025-09-302025-10-24

RYTM RHYTHM PHARMACEUTICALS INC3.3K shares-14.93%2025-09-302025-10-24

BMY BRISTOL-MYERS SQUIBB CO6.8K shares0.86%2025-09-302025-10-24

ZTS ZOETIS INC2.0K shares0.76%2025-09-302025-10-24

GILD GILEAD SCIENCES INC2.6K shares0.83%2025-09-302025-10-24

DHR DANAHER CORP1.4K shares0.81%2025-09-302025-10-24

Sponsored

SMMT SUMMIT THERAPEUTICS INC12.9K shares-16.26%2025-09-302025-10-24

MCK MCKESSON CORP312 shares0.65%2025-09-302025-10-24

IDXX IDEXX LABORATORIES INC377 shares0.80%2025-09-302025-10-24

VRTX VERTEX PHARMACEUTICALS INC586 shares0.86%2025-09-302025-10-24

MU MICRON TECHNOLOGY INC1.4K shares-67.33%2025-09-302025-10-24

IBIT ISHARES BITCOIN TRUST ETF3.2K shares-98.42%2025-09-302025-10-24

ABCL ABCELLERA BIOLOGICS INC15.1K shares-12.67%2025-09-302025-10-24

CERS CERUS CORP10.5K shares-14.54%2025-09-302025-10-24

Sponsored

Call Option Holdings

VNET Call CallVNET GROUP INC2.0K sharesnew addition2025-09-302025-10-24

Put Option Holdings

KTOS Put PutKRATOS DEFENSE & SECURITY4.4K sharesnew addition2025-09-302025-10-24