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NEW YORK, NY · CIK 0001756558
Portfolio Value
$1.15B
Positions
17
New
17
Increased
0
Decreased
0
Sold Out
0
XN LP (NEW YORK, NY) reported a portfolio value of $1.15B across 17 positions in their Q4 2021 SEC 13F filing (period ending 2021-12-31). The top 10 positions account for 84.2% of the portfolio.
Top 17 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | WABWABTEC | $172.72M | 15.05% | New |
| 2 | TDGTRANSDIGM GROUP INC | $161.17M | 14.04% | New |
| 3 | BKNGBOOKING HOLDINGS INC | $151.34M | 13.19% | New |
| 4 | CZRCAESARS ENTERTAINMENT INC NE | $101.87M | 8.88% | New |
| 5 | PCORPROCORE TECHNOLOGIES INC | $83.42M | 7.27% | New |
| 6 | APPAPPLOVIN CORP | $81.73M | 7.12% | New |
| 7 | AURAURORA INNOVATION INC | $70.59M | 6.15% | New |
| 8 | CMCSACOMCAST CORP NEW | $50.33M | 4.39% | New |
| 9 | GOOGALPHABET INC | $50.19M | 4.37% | New |
| 10 | FTCHQFARFETCH LTD | $43.09M | 3.75% | New |
| Stock | Value | Shares |
|---|---|---|
| WABWABTEC | $172.72M | 1,875,195 |
| TDGTRANSDIGM GROUP INC | $161.17M | 253,300 |
| BKNGBOOKING HOLDINGS INC | $151.34M | 63,079 |
| CZRCAESARS ENTERTAINMENT INC NE | $101.87M | 1,089,175 |
| PCORPROCORE TECHNOLOGIES INC | $83.42M | 1,043,120 |
| APPAPPLOVIN CORP | $81.73M | 867,104 |
| AURAURORA INNOVATION INC | $70.59M | 6,269,273 |
| CMCSACOMCAST CORP NEW | $50.33M | 1,000,000 |
| GOOGALPHABET INC | $50.19M | 17,345 |
| FTCHQFARFETCH LTD | $43.09M | 1,288,845 |
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