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NEW YORK, NY · CIK 0001756558
Portfolio Value
$1.19B
Positions
21
New
3
Increased
8
Decreased
8
Sold Out
0
XN LP (NEW YORK, NY) reported a portfolio value of $1.19B across 21 positions in their Q3 2023 SEC 13F filing (period ending 2023-09-30). The top 10 positions account for 70.1% of the portfolio.
Top 21 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | WABWABTEC | $100.91M | 8.47% | -8.9% |
| 2 | 0C3ENDEAVOR GROUP HLDGS INC | $96.72M | 8.12% | +9.0% |
| 3 | GEGENERAL ELECTRIC CO | $95.20M | 7.99% | +24.3% |
| 4 | VMCVULCAN MATLS CO | $84.16M | 7.06% | +29.0% |
| 5 | PCORPROCORE TECHNOLOGIES INC | $83.57M | 7.01% | +38.7% |
| 6 | AMATAPPLIED MATLS INC | $81.88M | 6.87% | -3.0% |
| 7 | CRMSALESFORCE INC | $80.38M | 6.75% | -3.7% |
| 8 | GOOGALPHABET INC | $73.90M | 6.20% | -3.5% |
| 9 | ADBEADOBE INC | $73.64M | 6.18% | +31.9% |
| 10 | NFLXNETFLIX INC | $65.05M | 5.46% | +7.2% |
| Stock | Value | Shares |
|---|---|---|
| CSXCSX CORP | $51.22M | 1,665,534 |
| AURAURORA INNOVATION INC | $41.78M | 17,777,777 |
| AMDADVANCED MICRO DEVICES INC | $23.65M | 229,970 |
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