OAKTREE CAPITAL MANAGEMENT LP XP — XP INC

Ownership history in OAKTREE CAPITAL MANAGEMENT LP  ·  9 quarters on record

AI Ownership Summary

OAKTREE CAPITAL MANAGEMENT LP reported XP INC (XP) in 9 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.77% in 2025 Q4. The latest visible filing shows XP at 0.77% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OAKTREE CAPITAL MANAGEMENT LP's position in XP 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

XP was reported at 0.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.77% in 2025 Q4

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

Time in book
Holding Window
2024 Q3 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.

XP stock page OAKTREE CAPITAL MANAGEMENT LP fund profile OAKTREE CAPITAL MANAGEMENT LP full holdings
How OAKTREE CAPITAL MANAGEMENT LP held XP — position size vs. price
% of Fund (quarterly)    XP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 3,320,159 +1,287,282 +63.3% 0.77% $54.4M 2026-02-14 (Est.) $19.87
2025 Q3 ADDED — — — 2,032,877 +1,522,113 +298.0% 0.59% $38.20B 2025-11-13 $18.89
2024 Q3 ADDED — — — 510,764 +390,475 +324.6% 0.15% $9.16B 2024-11-14 $15.71
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XP

As of 2026 Q1 — sorted by position size

ARGA Investment Management, LP 3Y 7Y 12.94% Ninety One North America, Inc. 3Y 7Y 1.65% Verde Servicos Internacionais S.A. 3Y 7Y 0.99% Ninety One UK Ltd 3Y 7Y 0.36% OneAscent Investment Solutions LLC 0.31% TANDEM CAPITAL MANAGEMENT CORP /ADV 3Y 0.19% Legacy Wealth Asset Management, LLC 3Y 0.15% Inspire Investing, LLC 3Y 7Y 0.14% OneAscent Wealth Management LLC 3Y 0.13% Drucker Wealth 3.0, LLC 0.12%

FAQ About OAKTREE CAPITAL MANAGEMENT LP and XP

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

How long has OAKTREE CAPITAL MANAGEMENT LP reported owning XP?

OAKTREE CAPITAL MANAGEMENT LP reported XP across 3 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported XP position in OAKTREE CAPITAL MANAGEMENT LP's portfolio?

The largest reported portfolio weight for XP was 0.77% in 2025 Q4.

What is the latest reported XP position on this page?

The most recent filing on this page is 2025 Q4, when OAKTREE CAPITAL MANAGEMENT LP reported 3,320,159 shares, equal to 0.77% of portfolio, with an estimated market value of $54.4M.

What does the chart on this XP ownership page compare?

The chart compares OAKTREE CAPITAL MANAGEMENT LP's quarterly XP 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 OAKTREE CAPITAL MANAGEMENT LP time their XP position?

Based on 13F filing dates vs. subsequent XP price moves, OAKTREE CAPITAL MANAGEMENT LP correctly timed 4 out of 5 reported position changes (80%).

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