Jgp Global Gestao De Recursos Ltda. Portfolio Holdings by Sector
Jgp Global Gestao De Recursos Ltda.
- $126 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Infrastructure | Technology
STNE 1 stocks |
$46,874
37.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Gold | Basic Materials
NGD AEM AGI 3 stocks |
$40,769
32.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
ETFs | ETFs
PPLT 1 stocks |
$12,576
9.96% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Capital Markets | Financial Services
XP 1 stocks |
$10,933
8.66% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Biotechnology | Healthcare
BGNE INCY ACAD MDGL SMMT VRTX INSM RYTM 10 stocks |
$5,835
4.62% of portfolio
|
  1  
|
  9  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY ABBV BMY JNJ GILD 5 stocks |
$2,890
2.29% of portfolio
|
  4  
|
  1  
|
  4  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
PROSY 1 stocks |
$2,446
1.94% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Telecom Services | Communication Services
SFTBY OIBZQ 2 stocks |
$982
0.78% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ABT BSX CERS 3 stocks |
$820
0.65% of portfolio
|
  1  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
TMO DHR 2 stocks |
$657
0.52% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$516
0.41% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$403
0.32% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$323
0.26% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Distribution | Healthcare
MCK 1 stocks |
$209
0.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
TSM 1 stocks |
$24
0.02% of portfolio
|
  1  
|
- |
  1  
|
- |
1
Calls
0
Puts
|