Stephen Mandel’s XP XP Stock Holding History

Stephen Mandel’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
2021 Q1	–	Sell	-80,569	Closed	-$3.2M	–	45
2020 Q4	$3.2M	Buy	+80,569	New	+$3.29M	0.01%	41
2020 Q1	–	Sell	-1,200,000	Closed	-$46.2M	–	53
2019 Q4	$46.2M	Buy	+1,200,000	New	+$45M	0.25%	40

Other funds holding XP

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Truxt Investmentos Rio De Janeiro, Brazil $86.6M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

Stephen Mandel's XP Position: Q1 2021 in Review

Stephen Mandel sold out of XP (XP) in Q1 2021, closing a stake of 80,569 shares — an estimated $3.2M sold.

Stephen Mandel first reported a position in XP in Q4 2019 and held it in 2 quarters. The position peaked at $46.2M in Q4 2019. 149 funds tracked by Wall St. Rank hold XP as of Q1 2021.

Stephen Mandel reported no remaining XP position as of Q1 2021 after selling out during the quarter.
Stephen Mandel sold 80,569 XP shares in Q1 2021, an estimated $3.2M.
Stephen Mandel first reported a position in XP in Q4 2019 and held it in 2 quarters.
Stephen Mandel's XP position peaked at $46.2M in Q4 2019.
149 funds tracked by Wall St. Rank held XP as of Q1 2021.

Based on Lone Pine Capital's 13F filing for Q1 2021, filed 18 May 2021.