13F Insight
DOSSIER · 13F-HR · Q3 2026

JGP Global Gestao de Recursos Ltda.

$49M in tracked AUM across 25 positions as of Q3 2026.

JG
CIK 0001536562 · last filed Sep 30, 2026
Total AUM
$49M
as of Q3 2026
Holdings
25
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

JGP Global Gestao de Recursos Ltda. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
G98239109
XP INC - CLASS A
$14M680K29.0%02
IAUX
I-80 GOLD CORP
$10M6.0M20.3%03
SPY
SPDR S&P 500 ETF TRUST
$8M10K16.0%04
PROSY
PROSUS NV -SPON ADR
$7M915K15.0%05
LLY
ELI LILLY & CO
$1M1K2.7%06
NVDA
NVIDIA CORP
$1M8K2.5%07
ABBV
ABBVIE INC
$773K3K1.6%08
INCY
INCYTE CORP
$682K6K1.4%09
JNJ
JOHNSON & JOHNSON
$645K2K1.3%10
ONC
BEIGENE LTD-ADR
$626K2K1.3%

Filing history

2026Q3Sep 30
$49M▲ 8.5%
25 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 45