JGP Global Gestao de Recursos Ltda.: 13F holdings
CIK 15365622026Q2
| Positions | 32 |
|---|
| Reported value | $45.3m |
|---|
| Filed | 2026-07-20 |
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Change since last quarter
| Positions | 32 (+6 vs prior quarter) |
|---|
| Reported value | $45.3m (+95.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| XP INC - CLASS A | 657,219 | $10.7m | 23.6% |
| SPY SPDR S&P 500 ETF TRUST | 10,290 | $7.7m | 17.0% |
| SFTBY SOFTBANK GROUP CORP-UNSP ADR | 225,833 | $4.3m | 9.4% |
| VEON VEON LTD | 66,750 | $3.5m | 7.7% |
| PROSY PROSUS NV -SPON ADR | 342,397 | $3.0m | 6.6% |
| ATAIBECKLEY INC | 500,000 | $2.6m | 5.8% |
| ECHO ECHOSTAR CORP-A | 21,635 | $2.2m | 4.8% |
| CK HUTCHISON HOLDIN-UNSP ADR | 179,486 | $1.5m | 3.4% |
| ITUB ITAU UNIBANCO HLDNG-PREF ADR | 167,800 | $1.4m | 3.0% |
| LLY ELI LILLY & CO | 1,098 | $1.3m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1536562")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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