13F Insight
DOSSIER · 13F-HR · Q2 2026

JGP Global Gestao de Recursos Ltda.

$45M in tracked AUM across 34 positions as of Q2 2026.

JG
CIK 0001536562 · last filed Jun 30, 2026
Total AUM
$45M
as of Q2 2026
Holdings
34
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

JGP Global Gestao de Recursos Ltda. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
G98239109
XP INC - CLASS A
$11M658K23.6%02
SPY
SPDR S&P 500 ETF TRUST
$8M10K17.0%03
SFTBY
SOFTBANK GROUP CORP-UNSP ADR
$4M226K9.4%04
VEON
VEON LTD
$3M67K7.7%05
PROSY
PROSUS NV -SPON ADR
$3M342K6.6%06
ATAI
ATAIBECKLEY INC
$3M500K5.8%07
SATS
ECHOSTAR CORP-A
$2M22K4.8%08
CKHUY
CK HUTCHISON HOLDIN-UNSP ADR
$2M179K3.4%09
ITUB
ITAU UNIBANCO HLDNG-PREF ADR
$1M168K3.0%10
LLY
ELI LILLY & CO
$1M1K2.9%

Filing history

2026Q2Jun 30
$45M▲ 95.8%
34 positionsView →2026Q1Mar 31
$23M▼ 86.3%
29 positionsView →2025Q4Dec 31
$169M▼ 1.4%
49 positionsView →2025Q3Sep 30
$172M▼ 15.8%
36 positionsView →2025Q2Jun 30
$204M▲ 56.3%
45 positionsLocked2025Q1Mar 31
$131M▲ 197.6%
35 positionsLocked2024Q4Dec 31
$44M▼ 14.2%
40 positionsLocked2024Q3Sep 30
$51M▼ 35.0%
40 positionsLocked2024Q2Jun 30
$79M▼ 49.4%
41 positionsLocked2024Q1Mar 31
$156M▼ 6.7%
61 positionsLocked2023Q4Dec 31
$167M▲ 5.5%
54 positionsLocked2023Q3Sep 30
$158M▲ 10.4%
53 positionsLocked
Showing 12 of 44