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JGP GLOBAL GESTAO DE RECURSOS LTDA.
JGP GLOBAL GESTAO DE RECURSOS LTDA.
Latest filing: 2026-06-30
JGP GLOBAL GESTAO DE RECURSOS LTDA. runs JGP GLOBAL GESTAO DE RECURSOS LTDA. and currently holds 34 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $45.33M. Their top holdings are XP, SPY, VEON, ATAI, SATS. The top five represent 58.9% of reported portfolio weight. JGP GLOBAL GESTAO DE RECURSOS LTDA. ranks #329 out of 1000 investors tracked by Alpha Score. In the most recent quarter, JGP GLOBAL GESTAO DE RECURSOS LTDA. initiated 9 new positions. They added to 6 existing positions. They trimmed 7 positions. Their current best-performing preview position is LLY with returns of +30.41%.
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34 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 XP XP INC - CLASS A | 23.57% | $15.51 | $16.80 | +8.32% | Added +153.22% |
 SPY SPDR S&P 500 ETF TRUST | 16.95% | $746.77 | $765.62 | +2.52% | New Buy |
 VEON VEON LTD | 7.69% | $52.21 | $59.38 | +13.73% | Added +100.00% |
 ATAI ATAIBECKLEY INC | 5.81% | $5.27 | $7.38 | +40.04% | New Buy |
 SATS ECHOSTAR CORP-A | 4.84% | $101.50 | $86.98 | -14.31% | New Buy |
 ITUB ITAU UNIBANCO HLDNG-PREF ADR | 3.02% | $8.17 | $7.48 | -8.51% | New Buy |
 LLY ELI LILLY & CO | 2.91% | $419.38 | $1,254.77 | +199.20% | Trimmed -10.80% |
 ABBV ABBVIE INC | 1.59% | $209.74 | $265.01 | +26.35% | Trimmed -6.51% |
 INCY INCYTE CORP | 1.41% | $63.05 | $127.81 | +102.71% | Held |
 JNJ JOHNSON & JOHNSON | 1.33% | $175.15 | $270.30 | +54.32% | Added +11.07% |
Showing 1-10 of 34