Jgp Global Gestao De Recursos Ltda. Portfolio Holdings
Jgp Global Gestao De Recursos Ltda.
- $190 Million
- Q2 2025
Jgp Global Gestao De Recursos Ltda. has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $190 Million distributed in 45 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Stone Co Ltd. with a value of $73.1M, New Gold Inc. with a value of $52.4M, Xp Inc. with a value of $17.3M, Kratos Defense & Security Solutions, Inc. with a value of $13M, and Nu Holdings Ltd. with a value of $10.5M.
Examining the 13F form we can see an increase of $63.8M in the current position value, from $126M to 190M.
Below you can find more details about Jgp Global Gestao De Recursos Ltda. portfolio as well as his latest detailed transactions.
Portfolio value
$190 Million
Technology: $75.9 Million
Basic Materials: $58.7 Million
Financial Services: $27.8 Million
Industrials: $13 Million
Healthcare: $11.7 Million
Communication Services: $2.87 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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