JGP Global Gestao de Recursos Ltda.
JGP Global Gestao de Recursos Ltda. reported 24 stocks worth $48.3M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are XP (29.6%), IAUX (20.6%) and SPY (16.3%). Compared with Q2 2026, the fund opened new positions in IAUX, KOD and NVDA, added to XP, PROSY and LLY and sold out of SFTBY, VEON and ECHO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  XP XP Inc | $14.3M | 29.6% | 680K | +23K (+3%) | 7 of 8 | |
| 2 |  IAUX I-80 Gold Corp | $10M | 20.6% | 6M | New position | 1 of 8 | |
| 3 |  SPY Spdr S&P 500 ETF TR | $7.8M | 16.3% | 10K | No change | 2 of 8 | |
| 4 |  PROSY Prosus N V Sponsored ADR | $7.4M | 15.3% | 915K | +572K (+167%) | 3 of 8 | |
| 5 |  LLY Eli Lilly & Co | $1.3M | 2.7% | 1,130 | +32 (+3%) | 8 of 8 | |
| 6 |  ABBV Abbvie Inc | $773K | 1.6% | 2,955 | +84 (+3%) | 7 of 8 | |
| 7 |  INCY Incyte Corp | $682K | 1.4% | 5,620 | No change | 8 of 8 | |
| 8 |  JNJ Johnson & Johnson | $645K | 1.3% | 2,437 | +69 (+3%) | 7 of 8 | |
| 9 |  ONC Beone Medicines Ltd | $626K | 1.3% | 1,711 | No change | 8 of 8 | |
| 10 |  MRK Merck & Co Inc | $504K | 1.0% | 3,470 | +98 (+3%) | 3 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SFTBY SoftBank Group Corp. Unsponsor | $4.3M | 226K |
 VEON Veon Ltd | $3.5M | 67K |
ATAI BECKLEY NV | $2.6M | 500K |
 ECHO Echostar Corp | $2.2M | 22K |
 CKHUY CK Hutchison Hldgs Ltd | $1.5M | 179K |
🔒 Free account: see all 10.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 NVDA Nvidia Corporation | Put | $906K | 6,000 | +3,000 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →JGP Global Gestao de Recursos Ltda. 13F FAQ
What does JGP Global Gestao de Recursos Ltda. own?
JGP Global Gestao de Recursos Ltda. reported 24 stocks worth $48.3M in its 13F filing for Q3 2026, filed Oct 16, 2026. The table above lists every position in the filing (the top 10 without an account).
What did JGP Global Gestao de Recursos Ltda. buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 13 added to, 0 trimmed and 10 sold out. New positions include IAUX, KOD and NVDA. It sold all of SFTBY, VEON and ECHO.
When will JGP Global Gestao de Recursos Ltda. file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is JGP Global Gestao de Recursos Ltda.'s portfolio worth?
The Q3 2026 filing reports $48.3M in US stocks ($49.2M including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.