SEC Form 13F

JGP Global Gestao de Recursos Ltda. 13F Holdings

Inspect JGP Global Gestao de Recursos Ltda.'s 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-21T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-21
Reported value
$45,330,016
Positions
34

Read this manager's filing book

Step 1 of 3

Disclosed positions

JGP Global Gestao de Recursos Ltda.: source evidence dated 2026-07-21T03:59:59.999Z.

Issuer
XP INC - CLASS A
Ticker
XP
Class
Common Stock
Reported value
$10,686,381
Reported amount
657,219
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001536562-26-000004
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

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What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Disclosed positions

See the complete disclosed positions

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XP INC - CLASS AXPCommon Stock$10,686,381657,219SHNone
SPDR S&P 500 ETF TRUSTSPYETP$7,684,26310,290SHNone
SOFTBANK GROUP CORP-UNSP ADRSFTBYADR$4,250,177225,833SHNone
VEON LTDVEONADR$3,485,01866,750SHNone
PROSUS NV -SPON ADRPROSYADR$2,978,854342,397SHNone
ATAIBECKLEY INCATAICommon Stock$2,635,000500,000SHNone
ECHOSTAR CORP-AECHOCommon Stock$2,195,95321,635SHNone
CK HUTCHISON HOLDIN-UNSP ADRUnresolvedADR$1,522,041179,486SHNone
ITAU UNIBANCO HLDNG-PREF ADRITUBADR$1,370,926167,800SHNone
ELI LILLY & COLLYCommon Stock$1,316,9741,098SHNone
ABBVIE INCABBVCommon Stock$722,4582,871SHNone
INCYTE CORPINCYCommon Stock$637,0835,620SHNone
JOHNSON & JOHNSONJNJCommon Stock$601,4012,368SHNone
UNITEDHEALTH GROUP INCUNHCommon Stock$516,6281,243SHNone
BEIGENE LTD-ADRONCADR$487,5841,711SHNone
MERCK & CO. INC.MRKCommon Stock$433,3023,372SHNone
STMICROELECTRONICS NV-NY SHSSTMNY Reg Shrs$400,5125,348SHNone
NVIDIA CORPNVDACommon Stock$373,5003,000SHPut
VERTEX PHARMACEUTICALS INCVRTXCommon Stock$360,129725SHNone
BRISTOL-MYERS SQUIBB COBMYCommon Stock$354,5936,154SHNone
REVOLUTION MEDICINES INCRVMDCommon Stock$332,9841,778SHNone
GILEAD SCIENCES INCGILDCommon Stock$270,1152,138SHNone
THERMO FISHER SCIENTIFIC INCTMOCommon Stock$267,726534SHNone
ABBOTT LABORATORIESABTCommon Stock$260,7872,874SHNone
MADRIGAL PHARMACEUTICALS INCMDGLCommon Stock$232,499433SHNone
INTUITIVE SURGICAL INCISRGCommon Stock$225,087566SHNone
STRYKER CORPSYKCommon Stock$217,554691SHNone
ACADIA PHARMACEUTICALS INCACADCommon Stock$205,1838,110SHNone
ALBEMARLE CORPALBCommon Stock$134,320920SHPut
PONY AI INC.-ADRPONYADR$128,50618,490SHNone
BAIDU INC - SPON ADRBIDUADR$19,5001,000SHPut
OI SA-ADRUnresolvedADR$13,07850,301SHNone
XP INC - CLASS AXPCommon Stock$8,100180SHPut
XP INC - CLASS AXPCommon Stock$1,800180SHCall

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 2 positions lack a resolved ticker and 5 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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