Loading...
Loading...
NEW YORK, NY · CIK 0001756558
New positions
4
Added to
7
Trimmed
9
Exited
2
XN LP (NEW YORK, NY) reported a portfolio value of $3.40B across 22 positions in their Q3 2025 SEC 13F filing (period ending 2025-09-30). The top 10 positions account for 66.9% 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 | $544.76M | 16.02% | +3.7% |
| 2 | TSMTAIWAN SEMICONDUCTOR MFG LTD | $246.54M | 7.25% | -4.9% |
| 3 | SHWSHERWIN WILLIAMS CO | $218.22M | 6.42% | -1.2% |
| 4 | TOSTTOAST INC | $217.55M | 6.40% | +14.3% |
| 5 | TRUTRANSUNION | $204.98M | 6.03% | -3.1% |
| 6 | UNPUNION PAC CORP | $192.25M | 5.65% | New |
| 7 | GEGE AEROSPACE | $171.23M | 5.04% | -65.2% |
| 8 | PCORPROCORE TECHNOLOGIES INC | $168.56M | 4.96% | - |
| 9 | RDDTREDDIT INC | $156.95M | 4.62% | +75.1% |
| 10 | AMZNAMAZON COM INC | $154.44M | 4.54% | +5.2% |
| Stock | Value | Shares |
|---|---|---|
| UNPUNION PAC CORP | $192.25M | 813,330 |
| FIGFIGMA INC | $140.16M | 2,702,130 |
| WBDWARNER BROS DISCOVERY INC | $109.66M | 5,614,725 |
| CRH PLC | $105.47M | 879,676 |
Get alerts when XN LP files new 13F holdings.