13F Filings History of JGP Global Gestao de Recursos Ltda.

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$168,905,770
Signature - Title
Roberto Vaimberg - Compliance Officer
Location
Rio De Janeiro, Brazil
Summary
This page shows a list of all the recent 13F filings made by JGP Global Gestao de Recursos Ltda.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. JGP Global Gestao de Recursos Ltda. reported 44 stock holdings with total value $168,905,770 as of Q4 2025. Top holdings included NGD, STNE, SOLS, RRC, and NU.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 44 $168,905,770 +$31,128,885 -$36,672,415 -$5,543,530 NGD, STNE, SOLS, RRC, NU 13F-HR 26 Jan 2026, 15:04
Q3 2025 32 $171,405,783 +$50,072 -$73,650,921 -$73,600,849 NGD, STNE, XP, NU, ONC 13F-HR 23 Oct 2025, 19:33
Q2 2025 45 $204,341,567 +$50,779,638 -$20,446,744 +$30,332,894 STNE, NGD, XP, KTOS, IBIT 13F-HR 21 Jul 2025, 19:37
Q1 2025 34 $130,730,003 +$88,730,593 -$12,799,335 +$75,931,258 STNE, NGD, PPLT, XP, CAPRI HOLDINGS LTD 13F-HR 09 May 2025, 13:12
Q4 2024 39 $43,915,951 +$8,295,471 -$8,597,088 -$301,617 NGD, STNE, LLY, BGNE, INCY 13F-HR 24 Jan 2025, 14:17
Q3 2024 39 $51,060,562 +$22,506,567 -$50,469,771 -$27,963,204 NGD, STNE, RYTM, LLY, BGNE 13F-HR 31 Oct 2024, 19:11
Q2 2024 40 $78,777,244 +$23,449,929 -$91,985,152 -$68,535,223 STNE, NU, CHINA COMMUNICATIONS SERVI-H, DAIICHI SANKYO CO LTD, SPGI 13F-HR 02 Aug 2024, 13:42
Q1 2024 57 $149,355,565 +$89,720,336 -$55,571,595 +$34,148,741 BYD CO LTD-H, XP, STNE, NU, NGD 13F-HR 08 May 2024, 18:02
Q4 2023 53 $102,434,479 +$25,026,738 -$83,618,744 -$58,592,006 NU, DAIICHI SANKYO CO LTD, XP, EWZ, SGML 13F-HR 19 Jan 2024, 17:09
Q3 2023 50 $157,545,182 +$74,795,384 -$53,626,036 +$21,169,348 XP, DAIICHI SANKYO CO LTD, MELI, SGML, STNE 13F-HR 01 Nov 2023, 14:56
Q2 2023 59 $140,351,337 +$102,832,739 -$12,602,081 +$90,230,658 XP, DAIICHI SANKYO CO LTD, ATVI, SGML, MSFT 13F-HR 04 Aug 2023, 17:28
Q1 2023 53 $28,813,872 $0 $0 $0 ATVI, BMA, BGNE, AZN, IGV 13F-HR 05 May 2023, 15:00
Q4 2022 57 $139,028,000 +$66,147,625 -$41,579,198 +$24,568,427 XP, DAIICHI SANKYO CO LTD, ATVI, VLATU, STNE 13F-HR 25 Jan 2023, 12:55
Q3 2022 50 $117,311,000 +$22,752,387 -$55,368,947 -$32,616,560 XP, SGML, XLE, VLATU, STNE 13F-HR 04 Nov 2022, 15:01
Q2 2022 55 $120,433,000 +$40,019,263 -$69,180,615 -$29,161,352 SGML, XP, MELI, XOP, VLATU 13F-HR 01 Aug 2022, 10:57
Q1 2022 60 $172,484,000 +$69,147,142 -$132,473,889 -$63,326,747 XP, SGML, SLB, OIH, VLATU 13F-HR 05 May 2022, 14:29
Q4 2021 66 $204,174,000 +$84,642,185 -$146,736,575 -$62,094,390 SGML, META, PBR, TWTR, XP 13F-HR 03 Feb 2022, 16:42
Q3 2021 74 $264,534,000 +$112,367,621 -$101,986,933 +$10,380,688 SGML, XLE, DISH, XP, ELAN 13F-HR 04 Nov 2021, 14:34
Q2 2021 68 $284,464,000 +$139,365,417 -$17,424,811 +$121,940,606 MELI, STNE, ARCE, DISH, XP 13F-HR 09 Aug 2021, 12:25
Q1 2021 51 $149,146,000 +$136,544,423 -$14,286,726 +$122,257,697 MELI, XP, STNE, PAGS, MYTE 13F-HR 11 May 2021, 11:30
Q4 2020 45 $26,597,000 +$4,496,584 -$162,615,963 -$158,119,379 MSFT, UNH, ISRG, BGNE, TMO 13F-HR 27 Jan 2021, 07:50
Q3 2020 61 $182,863,000 +$89,751,543 -$82,575,980 +$7,175,563 MELI, EWZ, VALE, ARCE, CZZ 13F-HR 12 Nov 2020, 08:26
Q2 2020 60 $169,062,000 +$81,091,355 -$88,473,636 -$7,382,281 VALE, MELI, GOOG, IBB, ARCO PLATFORM LTD - CLASS A 13F-HR 10 Aug 2020, 11:23
Q1 2020 55 $127,083,000 +$47,683,723 -$77,596,765 -$29,913,042 MELI, ARCE, VALE, EWZ, STNE 13F-HR 07 May 2020, 14:05
Q4 2019 61 $281,986,000 +$167,839,488 -$65,318,693 +$102,520,795 MELI, GDX, EEM, PAGS, XP 13F-HR 24 Jan 2020, 08:44
Q3 2019 60 $180,076,000 +$104,322,079 -$34,313,911 +$70,008,168 MELI, PAGS, WFC, AVP, STNE 13F-HR 29 Oct 2019, 15:06
Q2 2019 50 $114,979,000 +$60,759,697 -$38,732,602 +$22,027,095 MELI, VALE, PAGS, AVP, META 13F-HR 19 Jul 2019, 15:17
Q1 2019 59 $88,458,000 +$41,744,060 -$12,917,000 +$28,827,060 EWZ, VALE, MELI, OIBZQ, UNH 13F-HR 24 Apr 2019, 16:17
Q4 2018 51 $55,008,000 +$46,027,370 -$12,292,578 +$33,734,792 EWZ, GE, OIBZQ, UNH, BMRN 13F-HR 23 Jan 2019, 11:33
Q3 2018 19 $25,227,000 +$11,958,797 -$48,371,000 -$36,412,203 OIBZQ, BUD, BRKB, EEM, SGEN 13F-HR 25 Oct 2018, 09:16
Q2 2018 10 $62,472,000 +$54,930,548 -$243,539,807 -$188,609,259 EEM, XPH, BUD, BRKB, PBRA 13F-HR 10 Aug 2018, 15:07
Q1 2018 18 $251,365,000 +$28,503,120 -$115,256,535 -$86,753,415 SPY, BMA, SMH, KHC, BUD 13F-HR 17 Apr 2018, 13:23
Q4 2017 19 $176,006,000 +$156,217,692 -$49,075,530 +$107,142,162 KHC, BMA, META, LOMA, MT 13F-HR 01 Feb 2018, 14:47
Q3 2017 22 $79,629,000 +$74,160,723 -$6,288,796 +$67,871,927 GGAL, EWZ, KHC, MELI, NGD 13F-HR 09 Nov 2017, 10:32
Q2 2017 11 $11,876,000 +$1,886,845 -$59,448,041 -$57,561,196 INCY, BMRN, CELG, UNH, ALXN 13F-HR 04 Aug 2017, 15:17
Q1 2017 13 $69,116,000 +$43,996,072 -$55,812,474 -$11,816,402 KHC, BUD, INCY, BMRN, CELG 13F-HR 08 May 2017, 19:57
Q4 2016 39 $78,226,000 +$38,602,118 -$13,373,661 +$25,228,457 BUD, CRI, RIO, KHC, CELG 13F-HR 13 Feb 2017, 08:00
Q3 2016 36 $54,395,000 +$17,095,019 -$26,199,755 -$9,104,736 CRI, VFC, KHC, BUD, GOOG 13F-HR 09 Nov 2016, 12:07
Q2 2016 31 $62,877,000 +$31,426,912 -$4,884,496 +$26,542,416 NKE, VFC, GOOG, BUD, KHC 13F-HR 12 Aug 2016, 11:13
Q1 2016 30 $37,151,000 +$14,724,059 -$92,985,597 -$78,261,538 GOOG, AGN, KHC, BIIB, GILD 13F-HR 12 May 2016, 10:01
Q4 2015 28 $117,744,000 +$62,688,935 -$83,480,179 -$20,791,244 MCO, VFC, AGN, CRI, BIIB 13F-HR 16 Feb 2016, 07:34
Q3 2015 24 $136,633,000 +$95,772,349 -$45,234,261 +$50,538,088 GOOG, VFC, CRI, V, BIIB 13F-HR 04 Nov 2015, 15:41
Q2 2015 20 $88,190,000 +$38,354,031 -$35,810,584 +$2,543,447 VFC, GOOGL, BUD, GOOG, MCO 13F-HR 06 Aug 2015, 14:40
Q1 2015 27 $84,491,000 +$33,995,535 -$236,443,979 -$202,448,444 VFC, CRI, BUD, WFC, TM 13F-HR 12 May 2015, 07:40
Q4 2014 30 $270,067,000 $0 $0 $0 MMM, YPF, VFC, BBAR, BUD Restatement 03 Feb 2015, 16:03