JGP Global Gestao de Recursos Ltda.

RIO DE JANEIRO, D5 · CIK 1536562 · 13F filing filed 2026-07-20

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityJGP GLOBAL GESTAO DE RECURSOS LTDA (BR)

Others nearbyRio de Janeiro

$44.8m reported value +101.0% vs Q1 2026

29positions

85.1%in top 10

15 new 3 added 7 reduced 9 sold out vs Q1 2026

Options: 1 call positions ($1.8k notional), 4 put positions ($535.4k notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	XP INC CL A XP	XP	657,219	$10.7m23.86%	23.86%	Added +397.7k	+397,671 153.2%
2	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	10,290	$7.7m17.16%	17.16%	New
3	SoftBank Group Corp COM SFTBY	SFTBY	225,833	$4.3m9.49%	9.49%	New
4	VEON LTD SPONSORED ADS VEON	VEON	66,750	$3.5m7.78%	7.78%	New
5	PROSUS NV -SPON ADR ADR PROSY	PROSY	342,397	$3.0m6.65%	6.65%	New
6	ATAIBECKLEY INC COM SHS ATAI	ATAI	500,000	$2.6m5.88%	5.88%	New
7	ECHOSTAR CORP CL A ECHO	ECHO	21,635	$2.2m4.90%	4.90%	New
8	CK HUTCHISON HOLDIN-UNSP ADR ADR CKHUY	CKHUY	179,486	$1.5m3.40%	3.40%	New
9	ITAU UNIBANCO HLDG S A SPON ADR REP PFD ITUB	ITUB	167,800	$1.4m3.06%	3.06%	New
10	ELI LILLY & CO COM LLY	LLY	1,098	$1.3m2.94%	2.94%	Reduced -133	-133 -10.8%
11	ABBVIE INC COM ABBV	ABBV	2,871	$722.5k1.61%	1.61%	Reduced -200	-200 -6.5%
12	INCYTE CORP COM INCY	INCY	5,620	$637.1k1.42%	1.42%	Unchanged
13	JOHNSON & JOHNSON COM JNJ	JNJ	2,368	$601.4k1.34%	1.34%	Added +236	+236 11.1%
14	UNITEDHEALTH GROUP INC COM UNH	UNH	1,243	$516.6k1.15%	1.15%	New
15	BEIGENE LTD SPONSORED ADR ONC	ONC	1,711	$487.6k1.09%	1.09%	Unchanged
16	MERCK & CO INC COM MRK	MRK	3,372	$433.3k0.97%	0.97%	New
17	STMICROELECTRONICS N V NY REGISTRY STM	STM	5,348	$400.5k0.89%	0.89%	New
18	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	725	$360.1k0.80%	0.80%	Added +188	+188 35.0%
19	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	6,154	$354.6k0.79%	0.79%	Reduced -7	-7 -0.1%
20	REVOLUTION MEDICINES INC COM RVMD	RVMD	1,778	$333.0k0.74%	0.74%	New
21	GILEAD SCIENCES INC COM GILD	GILD	2,138	$270.1k0.60%	0.60%	Reduced -193	-193 -8.3%
22	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	534	$267.7k0.60%	0.60%	Reduced -170	-170 -24.1%
23	ABBOTT LABS COM ABT	ABT	2,874	$260.8k0.58%	0.58%	Reduced -220	-220 -7.1%
24	MADRIGAL PHARMACEUTICALS INC COM MDGL	MDGL	433	$232.5k0.52%	0.52%	Unchanged
25	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	566	$225.1k0.50%	0.50%	Reduced -184	-184 -24.5%
26	STRYKER CORPORATION COM SYK	SYK	691	$217.6k0.49%	0.49%	New
27	ACADIA PHARMACEUTICALS INC COM ACAD	ACAD	8,110	$205.2k0.46%	0.46%	New
28	PONY AI INC SPONSORED ADS PONY	PONY	18,490	$128.5k0.29%	0.29%	New
29	OI SA SPONSORED ADR NE SPONSORED ADR NE		50,301	$13.1k0.03%	0.03%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
STONECO LTD STNE	STNE	475,123	$6.7m475.1k shares
NU HLDGS LTD NU	NU	235,574	$3.4m235.6k shares
TAIWAN SEMICONDUCTOR MFG LTD TSM	TSM	1,038	$350.8k1.0k shares
NVIDIA CORPORATION NVDA	NVDA	1,519	$264.9k1.5k shares
MCKESSON CORP MCK	MCK	284	$245.8k284 shares
ZOETIS INC ZTS	ZTS	1,796	$212.3k1.8k shares
INSMED INC INSM	INSM	1,296	$211.9k1.3k shares
VNET GROUP INC VNET	VNET	24,794	$208.0k24.8k shares
BOSTON SCIENTIFIC CORP BSX	BSX	3,273	$205.4k3.3k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
NVIDIA CORPORATION NVDA · Put	NVDA	Put	3,000	$373.5k3.0k shares	New
ALBEMARLE CORP ALB · Put	ALB	Put	920	$134.3k920 shares	New
BAIDU INC BIDU · Put	BIDU	Put	1,000	$19.5k1.0k shares	New
XP INC XP · Put	XP	Put	180	$8.1k180 shares	New
XP INC XP · Call	XP	Call	180	$1.8k180 shares	New