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JGP Global Gestao de Recursos Ltda.

Q4 2025 13F Holdings

  • Location
    rio de janeiro, D5
  • Num holdings

    48

  • Value ($000)

    $169,480

  • Date Filed
    01/26/2026
  • Form type
    13F-HR
  • CIK
    0001536562
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NGD

NEW GOLD INC

COMMON STOCK
644535106
$80M
47 %

9,184,600

---

STONECO LTD-A

COMMON STOCK
G85158106
$39.24M
23 %

2,653,167

---

SOLSTICE ADV MATERIALS INC

COMMON STOCK
83443Q103
$10.67M
6 %

219,605

R
RRC

RANGE RESOURCES CORP

COMMON STOCK
75281A109
$7.05M
4 %

200,000

N
NU

NU HOLDINGS LTD/CAYMAN ISL-A

COMMON STOCK
G6683N103
$4.89M
3 %

292,142

---

XP INC - CLASS A

COMMON STOCK
G98239109
$4.09M
2 %

250,064

E
EWZ

ISHARES MSCI BRAZIL CAPPED E

ETP
464286400
$3.18M
2 %

100,000

---

MAGNUM ICE CREAM CO NV

COMMON STOCK
N5505D105
$3.17M
2 %

199,744

L
LLY

ELI LILLY & CO

COMMON STOCK
532457108
$1.31M
1 %

1,218

I
IBB

ISHARES NASDAQ BIOTECHNOLOGY

ETP
464287556
$1.15M
1 %

6,807

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