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NEW YORK, NY · CIK 0001756558
Portfolio Value
$857.13M
Positions
14
New
2
Increased
5
Decreased
4
Sold Out
4
XN LP (NEW YORK, NY) reported a portfolio value of $857.13M across 14 positions in their Q3 2022 SEC 13F filing (period ending 2022-09-30). The top 10 positions account for 95.3% of the portfolio.
Top 14 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | WABWABTEC | $154.40M | 18.01% | -9.5% |
| 2 | ESTCELASTIC N V | $109.93M | 12.83% | +3.0% |
| 3 | CMCSACOMCAST CORP NEW | $102.13M | 11.92% | -0.9% |
| 4 | TMUST-MOBILE US INC | $91.92M | 10.72% | +15.5% |
| 5 | TDGTRANSDIGM GROUP INC | $91.00M | 10.62% | -1.1% |
| 6 | UBERUBER TECHNOLOGIES INC | $75.06M | 8.76% | - |
| 7 | AMZNAMAZON COM INC | $68.72M | 8.02% | - |
| 8 | GOOGALPHABET INC | $60.34M | 7.04% | +3518.0% |
| 9 | VVISA INC | $33.27M | 3.88% | New |
| 10 | MSFTMICROSOFT CORP | $29.69M | 3.46% | New |
| Stock | Value | Shares |
|---|---|---|
| VVISA INC | $33.27M | 187,255 |
| MSFTMICROSOFT CORP | $29.69M | 127,497 |
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