JGP Global Gestao de Recursos Ltda.

Fundamental concentrated ★Signal CIK 1536562
Long book
$22.3M
Q1 2026
Positions
23
Top-10 weight
86%
concentration
Last quarter
-2.6%
SPY +14.8%
Turnover
48%
of book per quarter

Strategy in plain words

auto-generated from filings

JGP Global Gestao de Recursos Ltda. is a concentrated fundamental stock-picker, running a $22.3M US long book across 23 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: STONECO LTD-A, XP INC - CLASS A, NU HOLDINGS LTD/CAYMAN ISL-A, ELI LILLY & CO, ABBVIE INC.

Over the last 9 quarters its long book ran on average 0.6pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-14.1%
Q2 2024
+2.6%
Q3 2024
-14.7%
Q4 2024
+8.5%
Q1 2025
+38.0%
Q2 2025
+23.2%
Q3 2025
-13.4%
Q4 2025
+7.2%
Q1 2026
-2.6%

Sector allocation

Financials
39%
Technology
33%
Healthcare
25%
Other
2%
Consumer discretionary
1%

Long book by quarter

$155.5M
Q1 2024
$78.8M
Q2 2024
$51.1M
Q3 2024
$43.9M
Q4 2024
$130.7M
Q1 2025
$204.3M
Q2 2025
$171.4M
Q3 2025
$168.9M
Q4 2025
$22.3M
Q1 2026

What does JGP Global own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
STNE STONECO LTD-ATechnology475.1K$6.7M30.1%-82.1%
XP XP INC - CLASS AFinancials259.5K$4.9M22.2%+3.8%
NU NU HOLDINGS LTD/CAYMAN ISL-AFinancials235.6K$3.4M15.2%-19.4%
LLY ELI LILLY & COHealthcare1.2K$1.1M5.1%+1.1%
ABBV ABBVIE INCHealthcare3.1K$668K3.0%+0.5%
INCY INCYTE CORPHealthcare5.6K$529K2.4%-38.2%
JNJ JOHNSON & JOHNSONHealthcare2.1K$521K2.3%+0.4%
BMY BRISTOL-MYERS SQUIBB COHealthcare6.2K$374K1.7%+0.4%
TMO THERMO FISHER SCIENTIFIC INCOther704$346K1.6%+0.9%
ISRG INTUITIVE SURGICAL INCHealthcare750$346K1.6%+0.9%
GILD GILEAD SCIENCES INCHealthcare2.3K$325K1.5%+0.4%
ABT ABBOTT LABORATORIESHealthcare3.1K$318K1.4%+1.2%
NVDA NVIDIA CORPTechnology1.5K$265K1.2%-36.8%
MCK MCKESSON CORPConsumer discretionary284$246K1.1%+0.7%
VRTX VERTEX PHARMACEUTICALS INCHealthcare537$240K1.1%+0.9%
MDGL MADRIGAL PHARMACEUTICALS INCHealthcare433$227K1.0%-30.7%
ZTS ZOETIS INCHealthcare1.8K$212K1.0%+0.5%
INSM INSMED INCHealthcare1.3K$212K1.0%-48.1%
BSX BOSTON SCIENTIFIC CORPHealthcare3.3K$205K0.9%+0.8%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 8, 202629$23.2M canonicalSEC ↗
Q4 202513F-HRJan 26, 202649$169.5M canonicalSEC ↗
Q3 202513F-HROct 24, 202536$172.0M canonicalSEC ↗
Q2 202513F-HRJul 22, 202545$204.3M canonicalSEC ↗
Q1 202513F-HRMay 9, 202535$130.8M canonicalSEC ↗
Q4 202413F-HRJan 24, 202540$43.9M canonicalSEC ↗
Q3 202413F-HRNov 1, 202440$51.2M canonicalSEC ↗
Q2 202413F-HRAug 2, 202441$78.8M canonicalSEC ↗
Q1 202413F-HRMay 9, 202461$155.6M canonicalSEC ↗