Ron Baron XP Holdings History

Number of Shares
1.66 Mil
Current Holdings Value*
$22.85 Mil
% of Portfolio
0.07%
Total Estimate Gain
$-41.01 Mil
% of Total Estimate Gain
-22.33%

Ron Baron's XP Inc Holding Summary

As of 2025-03-31, Baron Funds held 1.66 Mil shares of XP Inc(XP), totaling $22.85 Mil. This investment constitutes 0.07% of their stock portfolio, and Baron Funds now holds 0.31% of the outstanding XP Inc(XP) stock.

The initial trade took place in 2019Q4. And since then Ron Baron has made 12 purchases of XP, at an average price of $30.10, for a total of 6.10 Mil shares. In addition, there have been 10 sales at an average price of $24.75 for 4.44 Mil shares. Based on historical transaction data and XP's current price of $19.70, Ron Baron's estimated gain on his XP holdings is $-41.01 Mil, reflecting a -22.33% gain to date.

Ron Baron XP ($19.70) Holding Chart

Ron Baron XP ($19.70) 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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