Seafarer Capital Partners’s XP XP Stock Holding History

Seafarer Capital Partners’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
2026 Q2	$63.6M	Buy	3,911,000 +140,000	+4%	+$2.5M	14.65%	5
2026 Q1	$71.8M	Hold	3,771,000	–	–	16.48%	4
2025 Q4	$61.7M	Hold	3,771,000	–	–	16.04%	5
2025 Q3	$70.9M	Sell	3,771,000 -300,000	-7%	-$5.38M	20.21%	3
2025 Q2	$82.2M	Hold	4,071,000	–	–	22.46%	1
2025 Q1	$60M	Hold	4,071,000	–	–	19.43%	4
2024 Q4	$48.2M	Buy	4,071,000 +466,000	+13%	+$7.33M	18.34%	5
2024 Q3	$64.7M	Buy	3,605,000 +150,000	+4%	+$2.73M	18.5%	5
2024 Q2	$60.8M	Hold	3,455,000	–	–	20.74%	1
2024 Q1	$88.7M	Hold	3,455,000	–	–	25.92%	1
2023 Q4	$90.1M	Buy	3,455,000 +50,000	+1%	+$1.14M	24.34%	1
2023 Q3	$78.5M	Hold	3,405,000	–	–	25.21%	1
2023 Q2	$79.9M	Hold	3,405,000	–	–	24.25%	1
2023 Q1	$40.4M	Buy	3,405,000 +1,863,000	+121%	+$26.5M	15.14%	5
2022 Q4	$23.7M	Buy	1,542,000 +570,800	+59%	+$9.98M	10.43%	6
2022 Q3	$18.5M	Buy	971,200 +21,000	+2%	+$417K	8.87%	6
2022 Q2	$17.1M	Buy	950,200 +685,638	+259%	+$15.8M	7.38%	6
2022 Q1	$7.96M	Hold	264,562	–	–	3.5%	5
2021 Q4	$7.6M	Buy	+264,562	New	+$8.62M	4.25%	5

Other funds holding XP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Seafarer Capital Partners's XP Position: Q2 2026 in Review

Seafarer Capital Partners increased its XP (XP) stake by 3.7% in Q2 2026, buying an estimated $2.5M and bringing the position to 3,911,000 shares worth $63.6M. The position accounts for 14.65% of the portfolio, ranked #5.

Seafarer Capital Partners first reported a position in XP in Q4 2021 and has held it in 19 quarters since. The position peaked at $90.1M in Q4 2023. 319 funds tracked by Wall St. Rank hold XP as of Q2 2026.

Seafarer Capital Partners held 3,911,000 shares of XP worth $63.6M as of Q2 2026.
Seafarer Capital Partners bought 140,000 XP shares in Q2 2026, an estimated $2.5M.
XP made up 14.65% of Seafarer Capital Partners's portfolio in Q2 2026, its #5 holding.
Seafarer Capital Partners first reported a position in XP in Q4 2021 and has held it in 19 quarters since.
Seafarer Capital Partners's XP position peaked at $90.1M in Q4 2023.
319 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Seafarer Capital Partners's 13F filing for Q2 2026, filed 4 Aug 2026.