SEC 13F Intelligence

Oaktree Fund Advisors, LLC / XP

Oaktree Fund Advisors, LLC’s Xp Inc Position

Does Oaktree Fund Advisors, LLC own Xp Inc (XP)? Yes199.5K shares worth $4M (+6.67% of its 13F portfolio) as of Q1 2026, up from 187.1K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
199.5K
% of Portfolio
+6.67%
Quarters Held
4
currently held

Position History XP

Reported value by quarter
Q3 ’24: $678,257Q3 ’24Q3 ’25: $2MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026199.5K$4M+6.67%
Q4 2025187.1K$3M+5.67%
Q3 2025116.9K$2M+4.05%
Q3 202437.8K$678,257+0.77%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Oaktree Fund Advisors, LLC’s full portfolio or all institutional holders of XP.