account_balance
Investment manager · 13F filer · SEC CIK 1536562
JGP Global Gestao de Recursos Ltda.
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Reported value$48.3Mas of Sep 30, 2026
Positions24 5 new, 10 sold out
Top 10 weight91.2%XP alone is 30%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
XPXP Inc.
29.6%Added +3%
IAUXi-80 Gold Corp.
20.6%New
SPYSPDR S&P 500 ETF Trust
16.3%
PROSYProsus NV -Spon ADR
15.3%Added +167%
LLYELI Lilly & Co
2.7%
ABBVAbbVie Inc.
1.6%
INCYIncyte Corp
1.4%
JNJ1.3%ONC1.3%MRK1.0%UNH1.0%BMY0.8%XPXP Inc.
29.6%Added +3%
IAUXi-80 Gold Corp.
20.6%New
SPYSPDR S&P 500 ETF Trust
16.3%
PROSYProsus NV -Spon ADR
15.3%+167%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
XP XP Inc. 29.6% Added +3%IAUX i-80 Gold Corp. 20.6% NewSPY SPDR S&P 500 ETF Trust 16.3% Held
PROSY Prosus NV -Spon ADR 15.3% Added +167%
LLY ELI Lilly & Co 2.7% Added +3%ABBV AbbVie Inc. 1.6% Added +3%INCY Incyte Corp 1.4% HeldJNJ Johnson & Johnson 1.3% Added +3%ONC BeOne Medicines Ltd. 1.3% HeldMRK Merck & Co., Inc. 1.0% Added +3%UNH UnitedHealth Group Inc 1.0% Added +3%BMY Bristol Myers Squibb Co 0.8% Added +3%What changed
Biggest moves since Jun 30, 2026
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