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Portfolio (Quarterly) Guide ↗

Oaktree Fund Advisors, LLC

· CIK 0001822973
13F Portfolio $57M AUM 14 positions Filed May 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 2 Added 6 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XP XP INC Financial Services 199,519.0 $3.8M 6.67% +12K +6.7% $19.04 -17.0%
2 ALVO ALVOTECH SA Healthcare 217,663.0 $264K 0.46% +71K +48.2% $1.21 +219.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 32.1%
Basic Materials 31.8%
Energy 31.3%
Industrials 4.0%
Healthcare 0.8%