StockDriftsStockDriftsTop 23 JGP Global Gestao de Recursos Ltda. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| STNE | STONECO LTD-A | 30.11% | 475.1K | $6.7M | -82.09%(-2.18M) | $12.39(-9.86%) | 2026-03-31 | |
| XP | XP INC - CLASS A | 22.18% | 259.5K | $4.9M | +3.79%(+9.48K) | $26.33(-38.63%) | 2026-03-31 | |
| NU | NU HOLDINGS LTD/CAYMAN ISL-A | 15.19% | 235.6K | $3.4M | -19.36%(-56.57K) | $7.57(+79.78%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 5.08% | 1.2K | $1.1M | +1.07%(+13) | $380.74(+218.83%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 3% | 3.1K | $668K | +0.49%(+15) | $136.65(+91.05%) | 2026-03-31 | |
| INCY | INCYTE CORP | 2.37% | 5.6K | $529K | -38.17%(-3.47K) | $63.36(+84.43%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.34% | 2.1K | $521K | +0.42%(+9) | $155.71(+68.93%) | 2026-03-31 | |
| ONC | BEIGENE LTD-ADR | 2.28% | 1.7K | $508K | -33.14%(-848) | $156.04(+90.75%) | 2026-03-31 | |
| BMY | BRISTOL-MYERS SQUIBB CO | 1.68% | 6.2K | $374K | +0.42%(+26) | $58.66(-0.90%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR-SP ADR | 1.57% | 1.0K | $351K | -30.98%(-466) | $195.87(+121.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.68% | +58.85% |
| Top 20 Holdings Unweighted | +18.71% | +67.29% |
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