THORNBURG INVESTMENT MANAGEMENT INC

Position in XP — XP Inc.

CIK 1145020 SANTA FE, NM

Position in XP

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$10,919,386

+$65,501 QoQ

Shares Held

671,549

+17.8% QoQ

Ownership

0.135%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#65

of 318 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

THORNBURG INVESTMENT MANAGEMENT INC holds $153,605,066 across 5 Capital Markets names. XP ranks #4 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	1,170,451	$107,997,513
2	MRX	Marex Group Ltd	275,027	$16,762,895
3	LPLA	LPL Financial Holdings Inc.	54,967	$15,483,104
4	XP	XP Inc. This page	671,549	$10,919,386
5	TW	Tradeweb Markets Inc.	24,505	$2,442,168

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,919,386	671,549	+17.8%	Shares	Sole	2026-08-13
2026-03-31	$10,853,885	570,057	+26.6%	Shares	Sole	2026-05-12
2025-12-31	$7,368,644	450,131	+1232.3%	Shares	Sole	2026-02-13
2022-12-31	$518,277	33,786	-96.6%	Shares	Sole	2023-02-08
2022-09-30	$18,908,524	994,662	-7.1%	Shares	Sole	2022-11-15
2022-06-30	$19,219,911	1,070,151	+40.1%	Shares	Sole	2022-08-05
2022-03-31	$22,987,309	763,698	+1962.9%	Shares	Sole	2022-05-12
2021-12-31	$1,063,954	37,020	-85.4%	Shares	Sole	2022-02-10
2021-09-30	$10,175,623	253,314	-37.9%	Shares	Sole	2021-11-10
2021-06-30	$17,757,077	407,740	+1459.5%	Shares	Sole	2021-08-11
2021-03-31	$984,882	26,145	-23.3%	Shares	Sole	2021-05-14
2020-12-31	$1,351,794	34,076	+42.8%	Shares	Sole	2021-02-09
2020-09-30	$994,806	23,862	-77.8%	Shares	Sole	2020-11-05
2020-06-30	$4,514,688	107,467	-78.0%	Shares	Sole	2020-08-07
2020-03-31	$9,412,690	487,957	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.