JGP Global Gestao de Recursos Ltda. RYTM — RHYTHM PHARMACEUTICALS INC

Ownership history in JGP Global Gestao de Recursos Ltda.  ·  9 quarters on record

AI Ownership Summary

JGP Global Gestao de Recursos Ltda. reported RHYTHM PHARMACEUTICALS INC (RYTM) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.76% in 2024 Q3. The latest visible filing shows RYTM at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RYTM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JGP Global Gestao de Recursos Ltda.'s position in RHYTHM PHARMACEUTICALS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

RYTM was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.76% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RYTM stock page JGP Global Gestao de Recursos Ltda. fund profile JGP Global Gestao de Recursos Ltda. full holdings
How JGP Global Gestao de Recursos Ltda. held RYTM — position size vs. price
% of Fund (quarterly)    RYTM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 11.9% -18.8% ✅ 2,866 -387 -11.9% 0.18% $307K 2026-02-14 (Est.) $98.07
2025 Q3 REDUCED 14.9% +11.4% ❌ 3,253 -571 -14.9% 0.19% $329K 2025-10-24 $110.47
2025 Q2 UNCHANGED — — — 3,824 — 0% 0.12% $242K 2025-07-22 $87.82
2025 Q1 REDUCED 28.9% +19.3% ❌ 3,824 -1,554 -28.9% 0.15% $203K 2025-05-09 $57.38
2024 Q4 REDUCED 90.5% -5.4% ✅ 5,378 -51,000 -90.5% 0.69% $301K 2025-01-24 $57.78
2024 Q3 ADDED — — — 56,378 +50,564 +869.7% 5.76% $3.0M 2024-11-01 $49.01
2024 Q2 REDUCED 94.5% +27.6% ❌ 5,814 -100,000 -94.5% 0.30% $239K 2024-08-02 $44.19
2024 Q1 ADDED — — — 105,814 +100,126 +1760.3% 2.95% $4.6M 2024-05-09 $38.50
2023 Q4 INITIATED — — — 5,688 — — 0.16% $261K 2024-01-19 $41.04

🏢 Other funds also holding RYTM

As of 2026 Q1 — sorted by position size

CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 3Y 0.53% HARBOR CAPITAL ADVISORS, INC. 3Y 0.21% Candriam S.C.A. 3Y 7Y 0.21% TOTH FINANCIAL ADVISORY CORP 3Y 7Y 0.1% Hillsdale Investment Management Inc. 3Y 7Y 0.1% China Universal Asset Management Co., Ltd. 3Y 0.08% Abel Hall, LLC 0.07% PROFUND ADVISORS LLC 3Y 7Y 0.07% ELEVATION WEALTH PARTNERS, LLC 0.06% Pictet Asset Management Holding SA 0.06%

FAQ About JGP Global Gestao de Recursos Ltda. and RYTM

These are the practical questions this page is built to answer before you even open the full history table.

How long has JGP Global Gestao de Recursos Ltda. reported owning RYTM?

JGP Global Gestao de Recursos Ltda. reported RYTM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported RYTM position in JGP Global Gestao de Recursos Ltda.'s portfolio?

The largest reported portfolio weight for RYTM was 5.76% in 2024 Q3.

What is the latest reported RYTM position on this page?

The most recent filing on this page is 2025 Q4, when JGP Global Gestao de Recursos Ltda. reported 2,866 shares, equal to 0.18% of portfolio, with an estimated market value of $307K.

What does the chart on this RYTM ownership page compare?

The chart compares JGP Global Gestao de Recursos Ltda.'s quarterly RYTM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did JGP Global Gestao de Recursos Ltda. time their RYTM position?

Based on 13F filing dates vs. subsequent RYTM price moves, JGP Global Gestao de Recursos Ltda. correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on RYTM relative to SPY over the holding period was +27.3%.

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