JGP Global Gestao de Recursos Ltda. Q2 2025 Filing
Filed July 22, 2025
Portfolio Value
$204.3B
Holdings
45
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (45 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | STNESTONECO LTD-A | 4,554,325 | $73.1B | 35.75% | |
| 2 | NGDNEW GOLD INC | 10,587,997 | $52.4B | 25.65% | |
| 3 | XPXP INC - CLASS A | 854,252 | $17.3B | 8.44% | |
| 4 | KTOSKRATOS DEFENSE & SECURITY | 280,000 | $13.0B | 6.36% | |
| 5 | IBITISHARES BITCOIN TRUST | 200,000 | $12.2B | 5.99% | |
| 6 | NUNU HOLDINGS LTD/CAYMAN ISL-A | 768,919 | $10.5B | 5.16% | |
| 7 | PPTAPERPETUA RESOURCES CORP | 450,000 | $5.5B | 2.67% | |
| 8 | ONCBEIGENE LTD-ADR | 11,995 | $2.9B | 1.42% | |
| 9 | INCYINCYTE CORP | 19,332 | $1.3B | 0.64% | |
| 10 | VIVTELEFONICA BRASIL-ADR | 100,000 | $1.1B | 0.56% | |
| 11 | NVDANVIDIA CORP | 7,084 | $1.1B | 0.55% | |
| 12 | LLYELI LILLY & CO | 1,341 | $1.0B | 0.51% | |
| 13 | GOOGALPHABET INC-CL C | 5,260 | $933.1M | 0.46% | |
| 14 | CCIICOHEN CIRCLE ACQUISITION COR | 75,532 | $828.6M | 0.41% | |
| 15 | SFTBYSOFTBANK GROUP CORP-UNSP ADR | 21,707 | $790.8M | 0.39% | |
| 16 | BNBROOKFIELD CORP | 12,723 | $786.9M | 0.39% | |
| 17 | MRVLMARVELL TECHNOLOGY GROUP LTD | 9,981 | $772.5M | 0.38% | |
| 18 | ABBVABBVIE INC | 3,346 | $621.1M | 0.30% | |
| 19 | ACADACADIA PHARMACEUTICALS INC | 26,952 | $581.4M | 0.28% | |
| 20 | MUMICRON TECHNOLOGY INC | 4,142 | $510.5M | 0.25% | |
| 21 | TSMTAIWAN SEMICONDUCTOR-SP ADR | 2,162 | $489.7M | 0.24% | |
| 22 | ABTABBOTT LABORATORIES | 3,337 | $453.9M | 0.22% | |
| 23 | ISRGINTUITIVE SURGICAL INC | 813 | $441.8M | 0.22% | |
| 24 | AGIALAMOS GOLD INC-CLASS A | 15,455 | $410.5M | 0.20% | |
| 25 | AEMAGNICO-EAGLE MINES LTD | 3,249 | $386.4M | 0.19% | |
| 26 | BSXBOSTON SCIENTIFIC CORP | 3,564 | $382.8M | 0.19% | |
| 27 | MDGLMADRIGAL PHARMACEUTICALS INC | 1,241 | $375.6M | 0.18% | |
| 28 | JNJJOHNSON & JOHNSON | 2,307 | $352.4M | 0.17% | |
| 29 | SMMTSUMMIT THERAPEUTICS INC | 15,366 | $327.0M | 0.16% | |
| 30 | IM8NINSMED INC | 3,147 | $316.7M | 0.15% | |
| 31 | BMYBRISTOL-MYERS SQUIBB CO | 6,716 | $310.9M | 0.15% | |
| 32 | TMOTHERMO FISHER SCIENTIFIC INC | 763 | $309.4M | 0.15% | |
| 33 | UNHUNITEDHEALTH GROUP INC | 984 | $307.0M | 0.15% | |
| 34 | ZTSZOETIS INC | 1,962 | $306.0M | 0.15% | |
| 35 | GILDGILEAD SCIENCES INC | 2,545 | $282.2M | 0.14% | |
| 36 | DHRDANAHER CORP | 1,350 | $266.7M | 0.13% | |
| 37 | VRTXVERTEX PHARMACEUTICALS INC | 581 | $258.7M | 0.13% | |
| 38 | RYTMRHYTHM PHARMACEUTICALS INC | 3,824 | $241.6M | 0.12% | |
| 39 | PONYPONY AI INC.-ADR | 17,901 | $236.3M | 0.12% | |
| 40 | MCKMCKESSON CORP | 310 | $227.2M | 0.11% | |
| 41 | IDXXIDEXX LABORATORIES INC | 374 | $200.6M | 0.10% | |
| 42 | ABCLABCELLERA BIOLOGICS INC | 17,346 | $59.5M | 0.03% | |
| 43 | KODKODIAK SCIENCES INC | 10,904 | $40.7M | 0.02% | |
| 44 | CERSCERUS CORP | 12,264 | $17.3M | 0.01% | |
| 45 | OIBR/USDOI SA-ADR | 50,301 | $13.1M | 0.01% |