JGP Global Gestao de Recursos Ltda. Q1 2025 Filing
Filed May 9, 2025
Portfolio Value
$130.8B
Holdings
35
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (35 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | STNESTONECO LTD-A | 4,472,738 | $46.9B | 35.84% | |
| 2 | NGDNEW GOLD INC | 10,687,997 | $39.7B | 30.32% | |
| 3 | PPLTABRDN PHYSICAL PLATINUM SHRS | 140,000 | $12.8B | 9.78% | |
| 4 | XPXP INC - CLASS A | 795,194 | $10.9B | 8.36% | |
| 5 | CPRICAPRI HOLDINGS LTD | 190,350 | $3.8B | 2.87% | |
| 6 | ONCBEIGENE LTD-ADR | 11,995 | $3.3B | 2.50% | |
| 7 | PROSYPROSUS NV -SPON ADR | 264,251 | $2.4B | 1.87% | |
| 8 | INCYINCYTE CORP | 19,332 | $1.2B | 0.90% | |
| 9 | LLYELI LILLY & CO | 1,345 | $1.1B | 0.85% | |
| 10 | SFTBYSOFTBANK GROUP CORP-UNSP ADR | 36,957 | $932.1M | 0.71% | |
| 11 | AEMAGNICO-EAGLE MINES LTD | 6,497 | $704.3M | 0.54% | |
| 12 | ABBVABBVIE INC | 3,355 | $702.9M | 0.54% | |
| 13 | UNHUNITEDHEALTH GROUP INC | 987 | $516.9M | 0.40% | |
| 14 | ACADACADIA PHARMACEUTICALS INC | 26,952 | $447.7M | 0.34% | |
| 15 | ABTABBOTT LABORATORIES | 3,346 | $443.8M | 0.34% | |
| 16 | AGIALAMOS GOLD INC-CLASS A | 15,452 | $413.2M | 0.32% | |
| 17 | MDGLMADRIGAL PHARMACEUTICALS INC | 1,241 | $411.1M | 0.31% | |
| 18 | BMYBRISTOL-MYERS SQUIBB CO | 6,734 | $410.7M | 0.31% | |
| 19 | ISRGINTUITIVE SURGICAL INC | 815 | $403.6M | 0.31% | |
| 20 | JNJJOHNSON & JOHNSON | 2,313 | $383.6M | 0.29% | |
| 21 | TMOTHERMO FISHER SCIENTIFIC INC | 765 | $380.7M | 0.29% | |
| 22 | BSXBOSTON SCIENTIFIC CORP | 3,573 | $360.4M | 0.28% | |
| 23 | ZTSZOETIS INC | 1,967 | $323.9M | 0.25% | |
| 24 | SMMTSUMMIT THERAPEUTICS INC | 15,366 | $296.4M | 0.23% | |
| 25 | GILDGILEAD SCIENCES INC | 2,552 | $286.0M | 0.22% | |
| 26 | VRTXVERTEX PHARMACEUTICALS INC | 583 | $282.6M | 0.22% | |
| 27 | DHRDANAHER CORP | 1,354 | $277.6M | 0.21% | |
| 28 | IM8NINSMED INC | 3,147 | $240.1M | 0.18% | |
| 29 | MCKMCKESSON CORP | 311 | $209.3M | 0.16% | |
| 30 | RYTMRHYTHM PHARMACEUTICALS INC | 3,824 | $202.6M | 0.15% | |
| 31 | TSMTAIWAN SEMICONDUCTOR-SP ADR | 150 | $48.0M | 0.04% | Call |
| 32 | ABCLABCELLERA BIOLOGICS INC | 17,346 | $38.7M | 0.03% | |
| 33 | KODKODIAK SCIENCES INC | 10,904 | $30.6M | 0.02% | |
| 34 | CERSCERUS CORP | 12,264 | $17.0M | 0.01% | |
| 35 | OIBR/USDOI SA-ADR | 50,301 | $13.1M | 0.01% |