JGP Global Gestao de Recursos Ltda.

Q2 2025 13F Holdings

  • Location
    rio de janeiro, D5
  • Num holdings

    45

  • Value ($000)

    $204,342

  • Date Filed
    07/22/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

STONECO LTD-A

COMMON STOCK
G85158106
$73.05M
36 %

4,554,325

NGD
NGD

NEW GOLD INC

COMMON STOCK
644535106
$52.41M
26 %

10,587,997

---

XP INC - CLASS A

COMMON STOCK
G98239109
$17.26M
8 %

854,252

---

KRATOS DEFENSE & SECURITY

COMMON STOCK
50077B207
$13.01M
6 %

280,000

IBIT
IBIT

ISHARES BITCOIN TRUST

ETP
46438F101
$12.24M
6 %

200,000

NU
NU

NU HOLDINGS LTD/CAYMAN ISL-A

COMMON STOCK
G6683N103
$10.55M
5 %

768,919

PPTA
PPTA

PERPETUA RESOURCES CORP

COMMON STOCK
714266103
$5.46M
3 %

450,000

BGNE
BGNE

BEIGENE LTD-ADR

ADR
07725L102
$2.90M
1 %

11,995

INCY
INCY

INCYTE CORP

COMMON STOCK
45337C102
$1.32M
1 %

19,332

VIV
VIV

TELEFONICA BRASIL-ADR

ADR
87936R205
$1.14M
1 %

100,000

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