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NEW YORK, NY · CIK 0001756558
New positions
1
Added to
11
Trimmed
8
Exited
2
XN LP (NEW YORK, NY) reported a portfolio value of $2.71B across 22 positions in their Q3 2024 SEC 13F filing (period ending 2024-09-30). The top 10 positions account for 72.2% of the portfolio.
Top 22 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | TKOTKO GROUP HOLDINGS INC | $350.47M | 12.92% | +47.5% |
| 2 | SPYSPDR S&P 500 ETF TR | $286.88M | 10.57% | +100.0% |
| 3 | GEGE AEROSPACE | $194.94M | 7.19% | +15.4% |
| 4 | TRUTRANSUNION | $194.06M | 7.15% | -6.1% |
| 5 | VMCVULCAN MATLS CO | $179.75M | 6.63% | +38.1% |
| 6 | AMATAPPLIED MATLS INC | $172.57M | 6.36% | +53.5% |
| 7 | FNDFLOOR & DECOR HLDGS INC | $153.63M | 5.66% | +75.3% |
| 8 | PCORPROCORE TECHNOLOGIES INC | $142.55M | 5.25% | -17.8% |
| 9 | CRMSALESFORCE INC | $141.75M | 5.23% | +11.5% |
| 10 | SHWSHERWIN WILLIAMS CO | $141.56M | 5.22% | +87.6% |
| Stock | Value | Shares |
|---|---|---|
| LINELINEAGE INC | $39.19M | 500,000 |
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