Jgp Global Gestao De Recursos Ltda. Top Holdings and 13F Report (2025) About Jgp Global Gestao De Recursos Ltda.Investment ActivityJgp Global Gestao De Recursos Ltda. has $43.94 million in total holdings as of December 31, 2024.Jgp Global Gestao De Recursos Ltda. owns shares of 40 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 18.88% of the portfolio was purchased this quarter.About 19.57% of the portfolio was sold this quarter.This quarter, Jgp Global Gestao De Recursos Ltda. has purchased 40 new stocks and bought additional shares in 2 stocks.Jgp Global Gestao De Recursos Ltda. sold shares of 21 stocks and completely divested from 7 stocks this quarter.Largest Holdings NEW GOLD INC $16,120,000StoneCo $6,095,432Eli Lilly and Company $1,842,764BeiGene $1,731,472Incyte $1,701,401 Largest New Holdings this Quarter Telecom Argentina $852,985 HoldingBanco Macro $833,781 HoldingGrupo Financiero Galicia $819,508 HoldingYPF Sociedad Anónima $816,617 HoldingLoma Negra Compañía Industrial Argentina Sociedad Anónima $785,485 Holding Largest Purchases this Quarter NEW GOLD INC 1,412,003 shares (about $3.50M)Telecom Argentina 67,751 shares (about $852.99K)Banco Macro 8,617 shares (about $833.78K)Grupo Financiero Galicia 13,150 shares (about $819.51K)YPF Sociedad Anónima 19,210 shares (about $816.62K) Largest Sales this Quarter Rhythm Pharmaceuticals 51,000 shares (about $2.85M)StoneCo 319,561 shares (about $2.55M)UnitedHealth Group 882 shares (about $446.17K)Eli Lilly and Company 2 shares (about $1.54K)Stryker 2 shares (about $720.10) Sector Allocation Over TimeMap of 500 Largest Holdings ofJgp Global Gestao De Recursos Ltda. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNEW GOLD INC$16,120,000$3,501,767 ▲27.8%6,500,00036.7%Common StockSTNEStoneCo$6,095,432$2,546,901 ▼-29.5%764,79713.9%Computer and TechnologyLLYEli Lilly and Company$1,842,764$1,544 ▼-0.1%2,3874.2%MedicalBGNEBeiGene$1,731,472$185 ▼0.0%9,3743.9%MedicalINCYIncyte$1,701,4010.0%24,6333.9%MedicalISRGIntuitive Surgical$1,466,708$458,281 ▲45.4%2,8103.3%MedicalTEOTelecom Argentina$852,985$852,985 ▲New Holding67,7511.9%UtilitiesBMABanco Macro$833,781$833,781 ▲New Holding8,6171.9%FinanceGGALGrupo Financiero Galicia$819,508$819,508 ▲New Holding13,1501.9%FinanceYPFYPF Sociedad Anónima$816,617$816,617 ▲New Holding19,2101.9%Oils/EnergyLOMALoma Negra Compañía Industrial Argentina Sociedad Anónima$785,485$785,485 ▲New Holding65,7861.8%ConstructionTMOThermo Fisher Scientific$739,767$520 ▼-0.1%1,4221.7%MedicalUNHUnitedHealth Group$698,087$446,169 ▼-39.0%1,3801.6%MedicalSYKStryker$670,413$720 ▼-0.1%1,8621.5%MedicalACADACADIA Pharmaceuticals$635,2770.0%34,6201.4%MedicalARGXargenx$616,230$615 ▼-0.1%1,0021.4%MedicalMDGLMadrigal Pharmaceuticals$614,9800.0%1,9931.4%MedicalDHRDanaher$567,448$459 ▼-0.1%2,4721.3%Multi-Sector ConglomeratesMRKMerck & Co., Inc.$566,539$497 ▼-0.1%5,6951.3%MedicalAEMAgnico Eagle Mines$508,1300.0%6,4971.2%Basic MaterialsELVElevance Health$452,271$369 ▼-0.1%1,2261.0%MedicalINSMInsmed$422,525$207 ▼0.0%6,1201.0%MedicalVRTXVertex Pharmaceuticals$389,814$403 ▼-0.1%9680.9%MedicalREGNRegeneron Pharmaceuticals$383,234$712 ▼-0.2%5380.9%MedicalAZNAstraZeneca$377,526$393 ▼-0.1%5,7620.9%MedicalALNYAlnylam Pharmaceuticals$363,789$471 ▼-0.1%1,5460.8%MedicalAMGNAmgen$354,731$261 ▼-0.1%1,3610.8%MedicalRVMDRevolution Medicines$336,973$87 ▼0.0%7,7040.8%MedicalBSXBoston Scientific$321,999$268 ▼-0.1%3,6050.7%MedicalSMMTSummit Therapeutics$304,7930.0%17,0800.7%MedicalRYTMRhythm Pharmaceuticals$301,060$2,854,976 ▼-90.5%5,3780.7%MedicalAGIAlamos Gold$284,9350.0%15,4520.6%Basic MaterialsCIThe Cigna Group$251,564$276 ▼-0.1%9110.6%MedicalKYMRKymera Therapeutics$241,018$40 ▼0.0%5,9910.5%MedicalPENPenumbra$213,969$213,969 ▲New Holding9010.5%MedicalKODKodiak Sciences$128,8530.0%12,9500.3%MedicalABCLAbCellera Biologics$66,2120.0%22,5980.2%MedicalSGMLSigma Lithium$25,0000.0%5,0000.1%Computer and TechnologyCERSCerus$24,5830.0%15,9630.1%MedicalOI SA-ADR$13,078$13,078 ▲New Holding50,3010.0%ADRITUBItaú Unibanco$0$1,316,015 ▼-100.0%00.0%FinanceGDXVanEck Gold Miners ETF$0$313,423 ▼-100.0%00.0%ETFNVONovo Nordisk A/S$0$258,501 ▼-100.0%00.0%MedicalHCAHCA Healthcare$0$236,949 ▼-100.0%00.0%MedicalMOHMolina Healthcare$0$209,492 ▼-100.0%00.0%MedicalBPMCBlueprint Medicines$0$203,870 ▼-100.0%00.0%MedicalBDXBecton, Dickinson and Company$0$202,765 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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