XN LP

NEW YORK, NY · CIK 0001756558

Portfolio Value: $1.29B

Positions: 18

Period: 2022-03-31

Filed: 2022-05-16

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024

New positions

Added to

Trimmed

Exited

XN LP Q1 2022 13F Filing Summary

XN LP (NEW YORK, NY) reported a portfolio value of $1.29B across 18 positions in their Q1 2022 SEC 13F filing (period ending 2022-03-31). The top 10 positions account for 84.0% of the portfolio.

Top holdings: WAB$219.98M·TDG$137.34M·CMCSA$125.13M·ESTC$115.47M·BKNG$105.35M

+6 new5 increased5 reduced5 exits

Holdings Heatmap

WAB17.0% · $219.98M+22.0%TDG10.6% · $137.34M-16.8%CMCSA9.7% · $125.13M+167.3%ESTC8.9%+343.5%BKNG8.1%-28.9%CZR8.0%+23.5%

SPLKCHF7.8% · $101.26MNew AMZN5.3% · $68.78MNew TWLO4.7% · $60.68MNew GOOG3.7%TMUS3.6%New MTCH3.2%New

EWCZ2.5% · $32.52M FTCHQ2.1% · $27.20M+39.6%UPWK1.6% · $20.84MNew UBER1.6% · $20.14M-41.8%ETWOGBP0.8%-68.5%AUR0.6%-77.4%

Top 18 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	WABWABTEC	$219.98M	2,287,424	17.00%	+22.0%
2	TDGTRANSDIGM GROUP INC	$137.34M	210,800	10.61%	-16.8%
3	CMCSACOMCAST CORP NEW	$125.13M	2,672,600	9.67%	+167.3%
4	ESTCELASTIC N V	$115.47M	1,298,098	8.92%	+343.5%
5	BKNGBOOKING HOLDINGS INC	$105.35M	44,860	8.14%	-28.9%
6	CZRCAESARS ENTERTAINMENT INC NE	$104.08M	1,345,446	8.04%	+23.5%
7	SPLKCHFSPLUNK INC	$101.26M	681,394	7.83%	New
8	AMZNAMAZON COM INC	$68.78M	21,100	5.32%	New
9	TWLOTWILIO INC	$60.68M	368,171	4.69%	New
10	GOOGALPHABET INC	$48.44M	17,345	3.74%	-

Position Changes

Stock	Value	Shares
SPLKCHFSPLUNK INC	$101.26M	681,394
AMZNAMAZON COM INC	$68.78M	21,100
TWLOTWILIO INC	$60.68M	368,171
TMUST-MOBILE US INC	$47.22M	367,935
MTCHMATCH GROUP INC NEW	$41.12M	378,178
UPWKUPWORK INC	$20.84M	896,654

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