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Isabel Galvao

Jgp Global Gestao De Recursos Ltda.

Assets Managed
$23.151M
Holdings
26
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
-86.33%(2Q avg: -43.89%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Jgp Global Gestao De Recursos Ltda.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 26 positions.

Assets under management

The assets under management (AUM) of Jgp Global Gestao De Recursos Ltda. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 23.151M in assets, with a quarterly growth rate of -86.33% and a 2-quarter average growth rate of -43.89%. The portfolio is managed by Isabel Galvao, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
STNE
Stoneco Ltd-a
Recent Activity
Decreased -82.05%
29.26%
$6.773M
476,263 shares@ $14.23 avg price
XP
Xp Inc - Class A
Recent Activity
Increased 3.8%
21.35%
$4.942M
259,548 shares@ $19.05 avg price
NU
Nu Holdings Ltd Cayman Isl-a
Recent Activity
Decreased -19.36%
14.63%
$3.385M
235,574 shares@ $14.37 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 1.07%
4.9%
$1.132M
1,231 shares@ $919.78 avg price
SOLS
Solstice Adv Materials Inc
Recent Activity
Decreased -99.08%
3.29%
$760,000↓ Put
2,000 shares@ $380.0 avg price
ABBV
Abbvie Inc
Recent Activity
Increased 0.5%
2.89%
$667,912
3,071 shares@ $217.5 avg price
INCY
Incyte Corp
Recent Activity
Decreased -38.17%
2.29%
$528,954
5,620 shares@ $94.12 avg price
JNJ
Johnson & Johnson
Recent Activity
Increased 0.43%
2.26%
$521,146
2,132 shares@ $244.44 avg price
BGNE
Beigene Ltd-adr
Recent Activity
Decreased -33.13%
2.2%
$508,116
1,711 shares@ $296.98 avg price
BMY
Bristol-myers Squibb Co
Recent Activity
Increased 0.43%
1.62%
$373,665
6,161 shares@ $60.66 avg price

1-10 of 26