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NEW YORK, NY · CIK 0001756558
New positions
5
Added to
3
Trimmed
13
Exited
8
XN LP (NEW YORK, NY) reported a portfolio value of $2.72B across 23 positions in their Q1 2026 SEC 13F filing (period ending 2026-03-31). The top 10 positions account for 68.5% 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 | TKOTKO GROUP HOLDINGS INC | $382.23M | 14.04% | -33.9% |
| 2 | SOLSSOLSTICE ADVANCED MATLS INC | $202.99M | 7.46% | +274.5% |
| 3 | TSMTAIWAN SEMICONDUCTOR MANUFAC | $193.00M | 7.09% | -29.8% |
| 4 | SHWSHERWIN WILLIAMS CO | $183.12M | 6.73% | -13.4% |
| 5 | TOSTTOAST INC | $172.58M | 6.34% | -27.6% |
| 6 | AMATAPPLIED MATLS INC | $165.17M | 6.07% | +43.4% |
| 7 | GEGE AEROSPACE | $161.53M | 5.93% | - |
| 8 | MODMODINE MFG CO | $140.07M | 5.15% | New |
| 9 | GLWCORNING INC | $137.39M | 5.05% | New |
| 10 | PCORPROCORE TECHNOLOGIES INC | $126.43M | 4.65% | -4.5% |
| Stock | Value | Shares |
|---|---|---|
| MODMODINE MFG CO | $140.07M | 646,333 |
| GLWCORNING INC | $137.39M | 1,010,411 |
| WDCWESTERN DIGITAL CORP | $74.52M | 275,482 |
| CRSCARPENTER TECHNOLOGY CORP | $74.41M | 188,797 |
| BEBLOOM ENERGY CORP | $12.23M | 90,257 |
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