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NEW YORK, NY · CIK 0001756558
New positions
6
Added to
4
Trimmed
11
Exited
5
XN LP (NEW YORK, NY) reported a portfolio value of $2.53B across 23 positions in their Q4 2024 SEC 13F filing (period ending 2024-12-31). The top 10 positions account for 78.7% of the portfolio.
Top 23 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | PCORPROCORE TECHNOLOGIES INC | $436.64M | 17.26% | +152.3% |
| 2 | TKOTKO GROUP HOLDINGS INC | $373.50M | 14.76% | -7.2% |
| 3 | GEGE AEROSPACE | $186.20M | 7.36% | +8.0% |
| 4 | TRUTRANSUNION | $176.87M | 6.99% | +2.9% |
| 5 | TOSTTOAST INC | $168.77M | 6.67% | -3.3% |
| 6 | VMCVULCAN MATLS CO | $156.50M | 6.19% | -15.2% |
| 7 | CRMSALESFORCE INC | $149.91M | 5.93% | -13.4% |
| 8 | SHWSHERWIN WILLIAMS CO | $129.80M | 5.13% | +3.0% |
| 9 | MSFTMICROSOFT CORP | $111.83M | 4.42% | New |
| 10 | GOOGALPHABET INC | $100.22M | 3.96% | -37.8% |
| Stock | Value | Shares |
|---|---|---|
| MSFTMICROSOFT CORP | $111.83M | 265,320 |
| JCIJOHNSON CTLS INTL PLC | $74.33M | 941,676 |
| TSMTAIWAN SEMICONDUCTOR MFG LTD | $22.84M | 115,669 |
| FERGFERGUSON ENTERPRISES INC | $10.52M | 60,583 |
| CHTRCHARTER COMMUNICATIONS INC N | $6.88M | 20,078 |
| TTANSERVICETITAN INC | $5.14M | 50,000 |
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