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NEW YORK, NY · CIK 0001756558
Portfolio Value
$2.72B
Positions
32
New
5
Increased
3
Decreased
21
Sold Out
2
Source: SEC 13F-HR filing filed on 2026-05-15 ·View on SEC.gov →
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | TKOTKO GROUP HOLDINGS INC | $382.23M | 14.04% | -33.9% |
| 2 | SOLSSOLSTICE ADVANCED MATLS INC | $202.99M | 7.46% | +274.5% |
| 3 | TSMTAIWAN SEMICONDUCTOR MANUFAC | $193.00M | 7.09% | -29.8% |
| 4 | SHWSHERWIN WILLIAMS CO | $183.12M | 6.73% | -13.4% |
| 5 | TOSTTOAST INC | $172.58M | 6.34% | -27.6% |
| 6 | AMATAPPLIED MATLS INC | $165.17M | 6.07% | +43.4% |
| 7 | GEGE AEROSPACE | $161.53M | 5.93% | - |
| 8 | MFIMODINE MFG CO | $140.07M | 5.15% | New |
| 9 | GLWCORNING INC | $137.39M | 5.05% | New |
| 10 | PCORPROCORE TECHNOLOGIES INC | $126.43M | 4.65% | -4.5% |
| Stock | Value | Shares |
|---|---|---|
| MFIMODINE MFG CO | $140.07M | 646,333 |
| GLWCORNING INC | $137.39M | 1,010,411 |
| WDCWESTERN DIGITAL CORP | $74.52M | 275,482 |
| CRSCARPENTER TECHNOLOGY CORP | $74.41M | 188,797 |
| BEBLOOM ENERGY CORP | $12.23M | 90,257 |
As of Q1 2026, XN LP reported a portfolio value of $2.72B across 32 positions in their 13F filing.
XN LP's largest holding is TKO with a position worth $382.23M. Their top holdings include TKO, SOLS, TSM, SHW, TOST.
In Q1 2026, XN LP made the following changes to their portfolio: 5 new positions, 2 positions sold out, 3 positions increased, 21 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.