JGP Global Gestao de Recursos Ltda.

13F Filings History

Latest 13F report
Q4 2024 - Jan 24, 2025
Value $
$43.9M
Signature - Title
Roberto Vaimberg - Compliance Officer
Location
Rio De Janeiro, Brazil
Summary
This page shows a list of all the recent 13F filings made by JGP Global Gestao de Recursos Ltda.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. JGP Global Gestao de Recursos Ltda. reported 39 stock holdings with total value $43.9M as of Q4 2024. Top holdings included NGD, STNE, LLY, BGNE, and INCY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 39 $43.9M +$8.3M -$8.6M -$302K NGD, STNE, LLY, BGNE, INCY 13F-HR 1/24/2025, 02:17 PM
Q3 2024 39 $51.1M +$22.5M -$50.5M -$28M NGD, STNE, RYTM, LLY, BGNE 13F-HR 10/31/2024, 07:11 PM
Q2 2024 40 $78.8M +$23.4M -$92M -$68.5M STNE, NU, SPGI, LLY, INCY 13F-HR 8/2/2024, 01:42 PM
Q1 2024 56 $149M +$89.7M -$55.6M +$34.1M XP, STNE, NU, NGD, RYTM 13F-HR 5/8/2024, 06:02 PM
Q4 2023 52 $102M +$25M -$74.3M -$49.3M NU, XP, EWZ, SGML, LTHCF 13F-HR 1/19/2024, 05:09 PM
Q3 2023 70 $148M +$65.7M -$53.6M +$12.1M XP, MELI, SGML, STNE, NU 13F-HR 11/1/2023, 02:56 PM
Q2 2023 60 $140M XP, ATVI, SGML, MSFT, LTHCF 13F-HR 8/4/2023, 05:28 PM
Q1 2023 25 $9.17M BMA, BGNE, AZN, IGV, ARGX 13F-HR 5/5/2023, 03:00 PM
Q4 2022 57 $139M +$66.1M -$23.7M +$42.5M XP, ATVI, VLATU, STNE, SGML 13F-HR 1/25/2023, 11:55 AM
Q3 2022 51 $117M +$19.9M -$24.2M -$4.28M XP, SGML, XLE, VLATU, STNE 13F-HR 11/4/2022, 03:01 PM
Q2 2022 53 $95M +$34.2M -$30.2M +$4.03M SGML, MELI, XOP, VLATU, SPGI 13F-HR 8/1/2022, 10:57 AM
Q1 2022 61 $140M +$52.1M -$46.9M +$5.24M SGML, SLB, OIH, VLATU, PBR 13F-HR 5/5/2022, 02:29 PM
Q4 2021 65 $148M +$85.1M -$49.2M +$35.9M META, PBR, TWTR, XOM, VLATU 13F-HR 2/3/2022, 03:42 PM
Q3 2021 71 $240M +$109M -$102M +$7.33M SGML, XLE, DISH, ELAN, MELI 13F-HR 11/4/2021, 02:34 PM
Q2 2021 64 $233M +$128M -$17.4M +$110M MELI, ARCE, DISH, ELAN, FCX 13F-HR 8/9/2021, 12:25 PM
Q1 2021 47 $114M +$101M -$14.3M +$86.9M MELI, PAGS, MYTE, ARCE, META 13F-HR 5/11/2021, 11:30 AM
Q4 2020 45 $26.6M +$4.5M -$834K +$3.66M MSFT, UNH, ISRG, BGNE, TMO 13F-HR 1/27/2021, 06:50 AM
Q3 2020 61 $183M +$89.8M -$40.6M +$49.2M MELI, EWZ, VALE, ARCE, CZZ 13F-HR 11/12/2020, 07:26 AM
Q2 2020 60 $169M +$81.1M -$55M +$26.1M VALE, MELI, GOOG, IBB, XP 13F-HR 8/10/2020, 11:23 AM
Q1 2020 42 $127M +$47.7M -$23.9M +$23.8M MELI, ARCE, VALE, EWZ, STNE 13F-HR 5/7/2020, 02:05 PM
Q4 2019 61 $282M +$168M -$3.38M +$164M MELI, GDX, EEM, PAGS, XP 13F-HR 1/24/2020, 07:44 AM
Q3 2019 65 $180M +$105M -$70.9M +$33.7M MELI, PAGS, WFC, AVP, STNE 13F-HR 10/29/2019, 03:06 PM
Q2 2019 52 $254M +$178M -$4.74M +$173M SPY, MELI, SMH, VALE, PAGS 13F-HR 7/19/2019, 03:17 PM
Q1 2019 66 $271M +$204M +$204M SPY, EEM, EWZ, SMH, KHC 13F-HR 4/24/2019, 04:17 PM
Q4 2018 55 $82.3M +$73.4M -$1.2M +$72.2M KHC, EWZ, GEXXXX, OIBZQ, EEM 13F-HR 1/23/2019, 10:33 AM
Q3 2018 22 $59.1M +$45.9M -$40.8M +$5.09M KHC, PBR, EWZ, OIBZQ, BUD 13F-HR 10/25/2018, 09:16 AM
Q2 2018 10 $62.5M +$54.9M -$2.22M +$52.7M EEM, XPH, BUD, BRKB, PBRA 13F-HR 8/10/2018, 03:07 PM
Q1 2018 18 $251M +$192M -$60.3M +$131M SPY, BMA, SMH, KHC, BUD 13F-HR 4/17/2018, 01:23 PM
Q4 2017 17 $176M +$156M -$498K +$156M KHC, BMA, META, LOMA, MT 13F-HR 2/1/2018, 01:47 PM
Q3 2017 27 $97.4M +$92M -$113K +$91.9M KHC, GGAL, EWZ, KHC, MELI 13F-HR 11/9/2017, 09:32 AM
Q2 2017 15 $75.4M +$41.1M -$28.9M +$12.2M QQQXXXX, SPY, EEM, INCY, BMRN 13F-HR 8/4/2017, 03:17 PM
Q1 2017 16 $120M +$47.7M -$98.1M -$50.4M SPY, KHC, BUD, EWZ, INCY 13F-HR 5/8/2017, 07:57 PM
Q4 2016 41 $195M +$43.5M -$902M -$859M SPY, BUD, CRI, EWZ, RIO 13F-HR 2/13/2017, 07:00 AM
Q3 2016 37 $1.03B +$530M -$24.3M +$505M SPY, CRI, VFC, KHC, BUD 13F-HR 11/9/2016, 11:07 AM
Q2 2016 35 $520M +$296M -$18.2M +$277M SPY, NKE, VFC, GOOG, EWZ 13F-HR 8/12/2016, 11:13 AM
Q1 2016 33 $239M +$216M -$49.4M +$167M SPY, EWZ, GOOG, SPY, AGN 13F-HR 5/12/2016, 10:01 AM
Q4 2015 28 $118M +$62.7M -$38.8M +$23.9M MCO, VFC, AGN, CRI, BIIB 13F-HR 2/16/2016, 06:34 AM
Q3 2015 26 $182M +$103M -$257M -$154M SPY, GOOGXXXX, VFC, CRI, V 13F-HR 11/4/2015, 02:41 PM
Q2 2015 22 $428M +$199M -$32.2M +$167M SPY, VFC, SMHXXXX, BUD, GOOGLXXXX 13F-HR 8/6/2015, 02:40 PM
Q1 2015 29 $269M +$219M -$131M +$88.3M SPY, BUD, VFC, CRI, BUD 13F-HR 5/12/2015, 07:40 AM
Q4 2014 32 $1.3B SPY, MMM, YPF, VFC, BBAR Restatement 2/3/2015, 03:03 PM