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NEW YORK, NY · CIK 0001756558
Portfolio Value
$1.02B
Positions
16
New
1
Increased
9
Decreased
4
Sold Out
3
XN LP (NEW YORK, NY) reported a portfolio value of $1.02B across 16 positions in their Q2 2022 SEC 13F filing (period ending 2022-06-30). The top 10 positions account for 90.0% of the portfolio.
Top 16 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | WABWABTEC | $172.11M | 16.81% | -8.3% |
| 2 | CMCSACOMCAST CORP NEW | $137.91M | 13.47% | +31.5% |
| 3 | ESTCELASTIC N V | $100.65M | 9.83% | +14.6% |
| 4 | TDGTRANSDIGM GROUP INC | $94.09M | 9.19% | -16.8% |
| 5 | CZRCAESARS ENTERTAINMENT INC NE | $80.71M | 7.88% | +56.6% |
| 6 | TMUST-MOBILE US INC | $79.80M | 7.79% | +61.2% |
| 7 | MTCHMATCH GROUP INC NEW | $71.75M | 7.01% | +172.3% |
| 8 | AMZNAMAZON COM INC | $64.59M | 6.31% | +2782.3% |
| 9 | SPLKCHFSPLUNK INC | $61.68M | 6.02% | +2.3% |
| 10 | UBERUBER TECHNOLOGIES INC | $57.95M | 5.66% | +401.8% |
| Stock | Value | Shares |
|---|---|---|
| PCORPROCORE TECHNOLOGIES INC | $17.84M | 393,150 |
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