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JGP Global Gestao de Recursos Ltda.

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13F filer, CIK 1536562, RIO DE JANEIRO, Brazil

JGP Global Gestao de Recursos Ltda. reported $204,341,567 across 45 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-22. Its ten largest share positions make up 92.66% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001536562-25-000007

Period
2025-06-30
Reported value
$204M
Holdings
45
Top 10 weight
92.66%
New
14
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
KTOSnew+280,000$13M
IBITnew+200,000$12.2M
NUnew+768,919$10.5M
PPTAnew+450,000$5.46M
STNEadded+81,587$1.31M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
PPLTexited-140,000-$12.8M
CAPRI HOLDINGS LTDexited-190,350-$3.76M
PROSYexited-264,251-$2.45M
SFTBYreduced-15,250-$556K
NGDreduced-100,000-$495K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001536562-25-000007, largest first. % of portfolio is the value over $204,341,567, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
STNESTONECO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,084,358 shares; 2024Q4: 764,797 shares; 2025Q1: 4,472,738 shares; 2025Q2: 4,554,325 shares 4,554,325$73.1M35.75%+81,587Timeline
NGDNEW GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,087,997 shares; 2024Q4: 6,500,000 shares; 2025Q1: 10,687,997 shares; 2025Q2: 10,587,997 shares 10,587,997$52.4M25.65%-100,000Timeline
XPXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 795,194 shares; 2025Q2: 854,252 shares 854,252$17.3M8.44%+59,058Timeline
KTOSKRATOS DEFENSE & SEC SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 280,000 shares 280,000$13M6.36%newTimeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200,000 shares 200,000$12.2M5.99%newTimeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 768,919 shares 768,919$10.5M5.16%newTimeline
PPTAPERPETUA RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 450,000 shares 450,000$5.46M2.67%newTimeline
ONCBEONE MEDICINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,375 shares; 2024Q4: 9,374 shares; 2025Q1: 11,995 shares; 2025Q2: 11,995 shares 11,995$2.9M1.42%0Timeline
INCYINCYTE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,633 shares; 2024Q4: 24,633 shares; 2025Q1: 19,332 shares; 2025Q2: 19,332 shares 19,332$1.32M0.64%0Timeline
VIVTELEFONICA BRASIL SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100,000 shares 100,000$1.14M0.56%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,084 shares 7,084$1.12M0.55%newTimeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,389 shares; 2024Q4: 2,387 shares; 2025Q1: 1,345 shares; 2025Q2: 1,341 shares 1,341$1.05M0.51%-4Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,260 shares 5,260$933K0.46%newTimeline
COHENCIRCLEACQUISITIONCORCOHENCIRCLEACQUISITIONCORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,532 shares 75,532$829K0.41%new
SFTBYSOFTBANK GROUP CORP-UNSP ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,957 shares; 2025Q2: 21,707 shares 21,707$791K0.39%-15,250Timeline
BNBROOKFIELD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,723 shares 12,723$787K0.39%newTimeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,981 shares 9,981$773K0.38%newTimeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,355 shares; 2025Q2: 3,346 shares 3,346$621K0.3%-9Timeline
ACADACADIA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,620 shares; 2024Q4: 34,620 shares; 2025Q1: 26,952 shares; 2025Q2: 26,952 shares 26,952$581K0.28%0Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,142 shares 4,142$511K0.25%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,162 shares 2,162$490K0.24%newTimeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,346 shares; 2025Q2: 3,337 shares 3,337$454K0.22%-9Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,932 shares; 2024Q4: 2,810 shares; 2025Q1: 815 shares; 2025Q2: 813 shares 813$442K0.22%-2Timeline
AGIALAMOS GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,452 shares; 2024Q4: 15,452 shares; 2025Q1: 15,452 shares; 2025Q2: 15,455 shares 15,455$410K0.2%+3Timeline
AEMAGNICO EAGLE MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,497 shares; 2024Q4: 6,497 shares; 2025Q1: 6,497 shares; 2025Q2: 3,249 shares 3,249$386K0.19%-3,248Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,608 shares; 2024Q4: 3,605 shares; 2025Q1: 3,573 shares; 2025Q2: 3,564 shares 3,564$383K0.19%-9Timeline
MDGLMADRIGAL PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,993 shares; 2024Q4: 1,993 shares; 2025Q1: 1,241 shares; 2025Q2: 1,241 shares 1,241$376K0.18%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,313 shares; 2025Q2: 2,307 shares 2,307$352K0.17%-6Timeline
SMMTSUMMIT THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,080 shares; 2024Q4: 17,080 shares; 2025Q1: 15,366 shares; 2025Q2: 15,366 shares 15,366$327K0.16%0Timeline
INSMINSMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,123 shares; 2024Q4: 6,120 shares; 2025Q1: 3,147 shares; 2025Q2: 3,147 shares 3,147$317K0.15%0Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,734 shares; 2025Q2: 6,716 shares 6,716$311K0.15%-18Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,423 shares; 2024Q4: 1,422 shares; 2025Q1: 765 shares; 2025Q2: 763 shares 763$309K0.15%-2Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,262 shares; 2024Q4: 1,380 shares; 2025Q1: 987 shares; 2025Q2: 984 shares 984$307K0.15%-3Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,967 shares; 2025Q2: 1,962 shares 1,962$306K0.15%-5Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,552 shares; 2025Q2: 2,545 shares 2,545$282K0.14%-7Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,474 shares; 2024Q4: 2,472 shares; 2025Q1: 1,354 shares; 2025Q2: 1,350 shares 1,350$267K0.13%-4Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 969 shares; 2024Q4: 968 shares; 2025Q1: 583 shares; 2025Q2: 581 shares 581$259K0.13%-2Timeline
RYTMRHYTHM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,378 shares; 2024Q4: 5,378 shares; 2025Q1: 3,824 shares; 2025Q2: 3,824 shares 3,824$242K0.12%0Timeline
PONYPONY AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,901 shares 17,901$236K0.12%newTimeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 311 shares; 2025Q2: 310 shares 310$227K0.11%-1Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 374 shares 374$201K0.1%newTimeline
ABCLABCELLERA BIOLOGICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,598 shares; 2024Q4: 22,598 shares; 2025Q1: 17,346 shares; 2025Q2: 17,346 shares 17,346$59.5K0.03%0Timeline
KODKODIAK SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,950 shares; 2024Q4: 12,950 shares; 2025Q1: 10,904 shares; 2025Q2: 10,904 shares 10,904$40.7K0.02%0Timeline
CERSCERUS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,963 shares; 2024Q4: 15,963 shares; 2025Q1: 12,264 shares; 2025Q2: 12,264 shares 12,264$17.3K0.01%0Timeline
OI SA-ADROI SA-ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,301 shares; 2025Q1: 50,301 shares; 2025Q2: 50,301 shares 50,301$13.1K0.01%0

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PPLTABRDN PLATINUM ETF TRUST140,000$12.8Mshares
CAPRI HOLDINGS LTDCAPRI HOLDINGS LTD190,350$3.76Mshares
PROSYPROSUS NV -SPON ADR264,251$2.45Mshares
TSMTAIWAN SEMICONDUCTOR MANUFAC150$48Kcall

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001536562-25-000007 base2025-07-22acceptance time not in the bulk data set