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NEW YORK, NY · CIK 0001756558
Portfolio Value
$2.50B
Positions
20
New
3
Increased
9
Decreased
6
Sold Out
2
XN LP (NEW YORK, NY) reported a portfolio value of $2.50B across 20 positions in their Q1 2024 SEC 13F filing (period ending 2024-03-31). The top 10 positions account for 75.5% of the portfolio.
Top 20 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | GEGENERAL ELECTRIC CO | $514.90M | 20.56% | +193.0% |
| 2 | ADBEADOBE INC | $262.53M | 10.48% | +266.3% |
| 3 | GOOGALPHABET INC | $175.35M | 7.00% | +70.1% |
| 4 | TKOTKO GROUP HOLDINGS INC | $171.38M | 6.84% | +100.9% |
| 5 | WABWABTEC | $156.44M | 6.25% | +18.7% |
| 6 | CMCSACOMCAST CORP NEW | $128.02M | 5.11% | +33.1% |
| 7 | TOSTTOAST INC | $125.98M | 5.03% | +40.9% |
| 8 | 0C3ENDEAVOR GROUP HLDGS INC | $125.20M | 5.00% | -16.4% |
| 9 | VMCVULCAN MATLS CO | $116.61M | 4.66% | +8.2% |
| 10 | PCORPROCORE TECHNOLOGIES INC | $114.75M | 4.58% | -13.6% |
| Stock | Value | Shares |
|---|---|---|
| TRUTRANSUNION | $53.44M | 669,688 |
| NVDANVIDIA CORPORATION | $46.20M | 51,133 |
| GEGENERAL ELECTRIC CO | $24.39M | 165,812 |
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