Liontrust Investment Partners LLP

Position in XP — XP Inc.

CIK 1544204 LONDON, X0

Position in XP

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$2,261,261

-$1,531,668 QoQ

Shares Held

139,069

-40.0% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#132

of 318 holders

Holding Since

Jun 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Liontrust Investment Partners LLP holds $158,600,900 across 4 Capital Markets names. XP ranks #4 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	1,305,310	$120,440,953
2	MS	Morgan Stanley	124,651	$26,057,045
3	GS	Goldman Sachs Group Inc	9,731	$9,841,641
4	XP	XP Inc. This page	139,069	$2,261,261

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,261,261	139,069	-40.0%	Shares	Sole	2026-08-18
2025-12-31	$3,792,929	231,700	+953.2%	Shares	Sole	2026-02-17
2025-06-30	$444,400	22,000	—	Shares	Sole	2025-08-19
No filing history on record for this holder in this stock.