XN LP 13F Holdings

CIK 0001756558

As of Sep 30, 2025, XN LP reported 22 positions worth $3.4B in its SEC Form 13F filing.

Top 22 holdings

SecurityTickerSectorSharesValue% of portfolio
TKO GROUP HOLDINGS INCTKOCommunication Services2,697,369$544.8M16.02%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology882,755$246.5M7.25%
SHERWIN WILLIAMS COSHWBasic Materials630,209$218.2M6.42%
TOAST INCTOSTTechnology5,958,530$217.5M6.40%
TRANSUNIONTRUIndustrials2,446,657$205.0M6.03%
UNION PACIFIC CORPUNPIndustrials813,330 92.2M5.65%
GE AEROSPACEGEIndustrials569,227 71.2M5.04%
PROCORE TECHNOLOGIES INCPCORTechnology2,311,550 68.6M4.96%
REDDIT INCRDDTCommunication Services682,437 57.0M4.62%
AMAZON.COM INCAMZNEquity703,384 54.4M4.54%
SPOTIFY TECHNOLOGY SASPOTCommunication Services221,114 54.3M4.54%
FIGMA INCFIGTechnology2,702,130 40.2M4.12%
FERGUSON ENTERPRISES INCFERGIndustrials503,477 13.1M3.33%
WARNER BROS DISCOVERY INCWBDCommunication Services5,614,725 09.7M3.22%
CRH PUBLIC LTD COCRHBasic Materials879,676 05.5M3.10%
NVIDIA CORPNVDATechnology560,331 04.5M3.07%
SALESFORCE INCCRMTechnology393,429$93.2M2.74%
META PLATFORMS INCMETACommunication Services120,319$88.4M2.60%
ALPHABET INCGOOGEquity316,285$77.0M2.27%
APPLIED MATERIALS INCAMATTechnology336,900$69.0M2.03%
MONDAYCOM LTDMNDYTechnology198,314$38.4M1.13%
JOHNSON CONTROLS INTERNATIONAL PLCJCIBasic Materials286,853$31.5M0.93%