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NEW YORK, NY · CIK 0001756558
New positions
6
Added to
3
Trimmed
7
Exited
1
XN LP (NEW YORK, NY) reported a portfolio value of $838.34M across 17 positions in their Q1 2023 SEC 13F filing (period ending 2023-03-31). The top 10 positions account for 84.8% 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 | $126.87M | 15.13% | -18.6% |
| 2 | TDGTRANSDIGM GROUP INC | $86.79M | 10.35% | -13.6% |
| 3 | CRMSALESFORCE INC | $81.94M | 9.77% | New |
| 4 | AMATAPPLIED MATLS INC | $70.62M | 8.42% | New |
| 5 | CMCSACOMCAST CORP NEW | $68.72M | 8.20% | +3.6% |
| 6 | GOOGALPHABET INC | $66.87M | 7.98% | -39.1% |
| 7 | 0C3ENDEAVOR GROUP HLDGS INC | $58.81M | 7.01% | New |
| 8 | VMCVULCAN MATLS CO | $55.24M | 6.59% | New |
| 9 | GEGENERAL ELECTRIC CO | $50.19M | 5.99% | New |
| 10 | AMZNAMAZON COM INC | $44.92M | 5.36% | +15.5% |
| Stock | Value | Shares |
|---|---|---|
| CRMSALESFORCE INC | $81.94M | 410,141 |
| AMATAPPLIED MATLS INC | $70.62M | 574,919 |
| 0C3ENDEAVOR GROUP HLDGS INC | $58.81M | 2,457,399 |
| VMCVULCAN MATLS CO | $55.24M | 321,974 |
| GEGENERAL ELECTRIC CO | $50.19M | 525,034 |
| NFLXNETFLIX INC | $11.31M | 32,730 |
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