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NEW YORK, NY · CIK 0001756558
New positions
8
Added to
4
Trimmed
9
Exited
4
Source: SEC 13F-HR filing filed on 2026-08-14 ·View on SEC.gov →
Top 27 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | SPCXSPACE EXPLORATION TECHN CORP | $512.58M | 13.49% | New |
| 2 | TKOTKO GROUP HOLDINGS INC | $501.70M | 13.20% | +31.5% |
| 3 | SHWSHERWIN WILLIAMS CO | $269.98M | 7.11% | +37.3% |
| 4 | TSMTAIWAN SEMICONDUCTOR MANUFAC | $238.16M | 6.27% | -12.7% |
| 5 | GLWCORNING INC | $195.73M | 5.15% | -24.2% |
| 6 | SOLSSOLSTICE ADVANCED MATLS INC | $191.22M | 5.03% | -19.0% |
| 7 | GEGE AEROSPACE | $173.65M | 4.57% | -18.4% |
| 8 | WDCWESTERN DIGITAL CORP | $140.03M | 3.69% | -20.4% |
| 9 | AMZNAMAZON COM INC | $124.75M | 3.28% | -7.4% |
| 10 | HEI/AHEICO CORP NEW | $122.65M | 3.23% | New |
| Stock | Value | Shares |
|---|---|---|
| SPCXSPACE EXPLORATION TECHN CORP | $512.58M | 3,000,000 |
| HEI/AHEICO CORP NEW | $122.65M | 475,566 |
| AURAURORA INNOVATION INC | $105.35M | 15,447,541 |
| MADISON AIR SOLUTIONS CORP | $102.59M | 2,630,403 |
| WATWATERS CORP | $72.44M | 193,146 |
| WULFTERAWULF INC | $65.38M | 2,646,914 |
| DPC HOLDINGS PLC | $47.63M | 970,793 |
| FRVOFERVO ENERGY CO | $26.56M | 908,500 |
As of Q2 2026, XN LP reported a portfolio value of $3.80B across 27 positions in their 13F filing.
XN LP's largest holding is SPCX with a position worth $512.58M. Their top holdings include SPCX, TKO, SHW, TSM, GLW.
In Q2 2026, XN LP made the following changes to their portfolio: 8 new positions, 4 positions sold out, 4 positions increased, 9 positions reduced.
XN LP files quarterly 13F reports with the SEC, disclosing their long positions in U.S. equities. These filings are due within 45 days of the quarter end and provide transparency into their investment strategy and portfolio allocation.
Get alerts when XN LP files new 13F holdings.
Sectors derived from SEC SIC codes, value-weighted. Positions without a resolvable ticker are shown as Unclassified.