§ 13F · FUND PROFILE
JGP Global Gestao de Recursos Ltda..
AUM · $45M (13F)Positions · 34Turnover · n/a · Q2Filed · Jul 20, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$29M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | XP | XP INC - CLASS A | 657K | $11M | 23.6% | +153% |
| 2 | SPY | SPDR S&P 500 ETF TRUST | 10K | $8M | 17.0% | NEW |
| 3 | SFTBY | SOFTBANK GROUP CORP-UNSP ADR | 226K | $4M | 9.4% | NEW |
| 4 | VEON | VEON LTD | 67K | $3M | 7.7% | NEW |
| 5 | PROSY | PROSUS NV -SPON ADR | 342K | $3M | 6.6% | NEW |
| 6 | ATAI | ATAIBECKLEY INC | 500K | $3M | 5.8% | NEW |
| 7 | SATS | ECHOSTAR CORP-A | 22K | $2M | 4.8% | NEW |
| 8 | CKHUY | CK HUTCHISON HOLDIN-UNSP ADR | 179K | $2M | 3.4% | NEW |
| 9 | ITUB | ITAU UNIBANCO HLDNG-PREF ADR | 168K | $1M | 3.0% | NEW |
| 10 | LLY | ELI LILLY & CO | 1K | $1M | 2.9% | −11% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JGP SIGNAL
AC read
JGP Global Gestao de Recursos Ltda. is a Other fund managing $45 million in assets. The fund runs a portfolio of 34 positions.
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