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Portfolio (Quarterly) Guide ↗

JGP Global Gestao de Recursos Ltda.

· CIK 0001536562
13F Portfolio $23M AUM 29 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 10 Added 9 Reduced 24 Exited
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 AVGO BROADCOM INC Technology 610 $211K 0.12% SOLD
22 RVMD REVOLUTION MEDICINES INC Healthcare 2,545 $203K 0.12% SOLD
23 VNET CALL VNET GROUP INC-ADR Technology 648 $185K 0.11% SOLD
24 KTOS PUT KRATOS DEFENSE & SECURITY Industrials 861 $10K 0.01% SOLD
Page 2 of 2  ·  24 positions
Sector Allocation
Financial Services 38.3%
Technology 34.6%
Healthcare 27.1%