Ron Baron XP Holdings History

Number of Shares
2.67 Mil
Current Holdings Value*
$50.92 Mil
% of Portfolio
0.15%
Total Estimate Gain
$-50.57 Mil
% of Total Estimate Gain
-23.35%

Ron Baron's XP Inc Holding Summary

As of 2026-03-31, Baron Funds held 2.67 Mil shares of XP Inc(XP), totaling $50.92 Mil. This investment constitutes 0.15% of their stock portfolio, and Baron Funds now holds 0.52% of the outstanding XP Inc(XP) stock.

The initial trade took place in 2019Q4. And since then Ron Baron has made 14 purchases of XP, at an average price of $27.65, for a total of 7.83 Mil shares. In addition, there have been 12 sales at an average price of $23.77 for 5.16 Mil shares. Based on historical transaction data and XP's current price of $16.24, Ron Baron's estimated gain on his XP holdings is $-50.57 Mil, reflecting a -23.35% gain to date.

Ron Baron XP ($16.24) Holding Chart

Ron Baron XP ($16.24) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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