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NEW YORK, NY · CIK 0001756558
Portfolio Value
$529.11M
Positions
12
New
1
Increased
3
Decreased
8
Sold Out
3
XN LP (NEW YORK, NY) reported a portfolio value of $529.11M across 12 positions in their Q4 2022 SEC 13F filing (period ending 2022-12-31). The top 10 positions account for 98.6% of the portfolio.
Top 12 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | WABWABTEC | $153.87M | 29.08% | -18.8% |
| 2 | GOOGALPHABET INC | $93.68M | 17.70% | +68.2% |
| 3 | TDGTRANSDIGM GROUP INC | $85.84M | 16.22% | -21.4% |
| 4 | CMCSACOMCAST CORP NEW | $61.16M | 11.56% | -49.8% |
| 5 | PCORPROCORE TECHNOLOGIES INC | $35.28M | 6.67% | +26.5% |
| 6 | AMZNAMAZON COM INC | $31.64M | 5.98% | -38.1% |
| 7 | ESTCELASTIC N V | $23.41M | 4.42% | -70.3% |
| 8 | UBERUBER TECHNOLOGIES INC | $17.51M | 3.31% | -75.0% |
| 9 | MSFTMICROSOFT CORP | $13.95M | 2.64% | -54.4% |
| 10 | VVISA INC | $5.29M | 1.00% | -86.4% |
| Stock | Value | Shares |
|---|---|---|
| BURLBURLINGTON STORES INC | $3.27M | 16,137 |
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