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NEW YORK, NY · CIK 0001756558
New positions
8
Added to
4
Trimmed
9
Exited
4
XN LP (NEW YORK, NY) reported a portfolio value of $3.80B across 27 positions in their Q2 2026 SEC 13F filing (period ending 2026-06-30). The top 10 positions account for 65.0% of the portfolio.
Top 27 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | SPCXSPACE EXPLORATION TECHN CORP | $512.58M | 13.49% | New |
| 2 | TKOTKO GROUP HOLDINGS INC | $501.70M | 13.20% | +31.5% |
| 3 | SHWSHERWIN WILLIAMS CO | $269.98M | 7.11% | +37.3% |
| 4 | TSMTAIWAN SEMICONDUCTOR MANUFAC | $238.16M | 6.27% | -12.7% |
| 5 | GLWCORNING INC | $195.73M | 5.15% | -24.2% |
| 6 | SOLSSOLSTICE ADVANCED MATLS INC | $191.22M | 5.03% | -19.0% |
| 7 | GEGE AEROSPACE | $173.65M | 4.57% | -18.4% |
| 8 | WDCWESTERN DIGITAL CORP | $140.03M | 3.69% | -20.4% |
| 9 | AMZNAMAZON COM INC | $124.75M | 3.28% | -7.4% |
| 10 | HEI/AHEICO CORP NEW | $122.65M | 3.23% | New |
| Stock | Value | Shares |
|---|---|---|
| SPCXSPACE EXPLORATION TECHN CORP | $512.58M | 3,000,000 |
| HEI/AHEICO CORP NEW | $122.65M | 475,566 |
| AURAURORA INNOVATION INC | $105.35M | 15,447,541 |
| MADISON AIR SOLUTIONS CORP | $102.59M | 2,630,403 |
| WATWATERS CORP | $72.44M | 193,146 |
| WULFTERAWULF INC | $65.38M | 2,646,914 |
| DPC HOLDINGS PLC | $47.63M | 970,793 |
| FRVOFERVO ENERGY CO | $26.56M | 908,500 |
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