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Lee Ainslie’s XP XP Stock Holding History

Lee Ainslie’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,949,531
Closed -$35M – 559
2023
Q1 		$35M Buy
2,949,531
+416,865
+16% +$5.94M 0.89% 27
2022
Q4 		$38.9M Sell
2,532,666
-667,143
-21% -$11.7M 0.92% 28
2022
Q3 		$60.8M Buy
3,199,809
+164,898
+5% +$3.27M 1.37% 18
2022
Q2 		$54.5M Buy
3,034,911
+415,661
+16% +$9.57M 1.35% 16
2022
Q1 		$78.8M Sell
2,619,250
-394,656
-13% -$12.3M 1.39% 15
2021
Q4 		$86.6M Sell
3,013,906
-515,818
-15% -$16.8M 0.98% 23
2021
Q3 		$142M Sell
3,529,724
-1,330
-0% -$59.4K 1.43% 15
2021
Q2 		$154M Buy
3,531,054
+116,191
+3% +$4.8M 1.44% 11
2021
Q1 		$129M Buy
3,414,863
+1,498,857
+78% +$64M 1.19% 15
2020
Q4 		$76M Hold
1,916,006
– – 1.22% 27
2020
Q3 		$79.9M Buy
1,916,006
+500,000
+35% +$22.8M 1.48% 26
2020
Q2 		$59.5M Sell
1,416,006
-1,315,449
-48% -$40.4M 1.25% 21
2020
Q1 		$52.7M Buy
2,731,455
+1,003,249
+58% +$33.9M 1.11% 25
2019
Q4 		$66.6M Buy
+1,728,206
New +$64.9M 0.97% 24

Other funds holding XP

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $832M AUM 5.47% 1-Year Est. Return
TI
Truxt Investmentos Rio De Janeiro, Brazil $86.6M AUM

Lee Ainslie's XP Position: Q2 2023 in Review

Lee Ainslie sold out of XP (XP) in Q2 2023, closing a stake of 2,949,531 shares — an estimated $35M sold.

Lee Ainslie first reported a position in XP in Q4 2019 and held it in 14 quarters. The position peaked at $154M in Q2 2021. 225 funds tracked by Wall St. Rank hold XP as of Q2 2023.

  • Lee Ainslie reported no remaining XP position as of Q2 2023 after selling out during the quarter.
  • Lee Ainslie sold 2,949,531 XP shares in Q2 2023, an estimated $35M.
  • Lee Ainslie first reported a position in XP in Q4 2019 and held it in 14 quarters.
  • Lee Ainslie's XP position peaked at $154M in Q2 2021.
  • 225 funds tracked by Wall St. Rank held XP as of Q2 2023.

Based on Maverick Capital's 13F filing for Q2 2023, filed 14 Aug 2023.