StockDriftsStockDriftsTop 24 Jgp Global Gestao De Recursos LTDA Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XP | XP INC - CLASS A | 29.57% | 679.8K | $14.3M | +3.43%(+22.55K) | $20.61(+46.80%) | 2026-09-30 | |
| IAUX | I-80 GOLD CORP | 20.63% | 6.00M | $10.0M | new | $1.55(-3.23%) | 2026-09-30 | |
| SPY | SPDR S&P 500 ETF TRUST | 16.26% | 10.3K | $7.8M | +0.00%(+0) | $689.37(+11.19%) | 2026-09-30 | |
| PROSY | PROSUS NV -SPON ADR | 15.29% | 914.8K | $7.4M | +167.18%(+572.43K) | $8.48(-5.92%) | 2026-09-30 | |
| LLY | ELI LILLY & CO | 2.71% | 1.1K | $1.3M | +2.91%(+32) | $406.59(+205.06%) | 2026-09-30 | |
| ABBV | ABBVIE INC | 1.6% | 3.0K | $773K | +2.93%(+84) | $137.83(+105.09%) | 2026-09-30 | |
| INCY | INCYTE CORP | 1.41% | 5.6K | $682K | +0.00%(+0) | $63.36(+78.73%) | 2026-09-30 | |
| JNJ | JOHNSON & JOHNSON | 1.34% | 2.4K | $645K | +2.91%(+69) | $167.60(+51.42%) | 2026-09-30 | |
| ONC | BEIGENE LTD-ADR | 1.3% | 1.7K | $626K | +0.00%(+0) | $156.04(+137.22%) | 2026-09-30 | |
| MRK | MERCK & CO. INC. | 1.04% | 3.5K | $504K | +2.91%(+98) | $75.95(+89.11%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.96% | +68.34% | +10.63% | +65.71% |
| Top 20 Holdings Unweighted | +19.20% | +69.36% | +12.12% | +77.16% |
Jgp Global Gestao De Recursos LTDA reports $49.18M in US-listed equity holdings across 24 positions in its most recent 13F filing. Its largest disclosed positions are XP (29.6%), IAUX (20.6%) and SPY (16.3%). The top 20 holdings account for 98.54% of reported assets. Its disclosed equity book has returned +68.34% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Jgp Global Gestao De Recursos LTDA’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1536562). View Jgp Global Gestao De Recursos LTDA’s 13F filings on SEC