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NEW YORK, NY · CIK 0001756558
Portfolio Value
$1.51B
Positions
19
New
3
Increased
8
Decreased
7
Sold Out
5
XN LP (NEW YORK, NY) reported a portfolio value of $1.51B across 19 positions in their Q4 2023 SEC 13F filing (period ending 2023-12-31). The top 10 positions account for 70.2% of the portfolio.
Top 19 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | 0C3ENDEAVOR GROUP HLDGS INC | $138.11M | 9.12% | +19.7% |
| 2 | GEGENERAL ELECTRIC CO | $127.76M | 8.44% | +16.2% |
| 3 | WABWABTEC | $114.82M | 7.59% | -4.7% |
| 4 | PCORPROCORE TECHNOLOGIES INC | $111.93M | 7.39% | +26.4% |
| 5 | CRMSALESFORCE INC | $104.30M | 6.89% | - |
| 6 | AMATAPPLIED MATLS INC | $98.30M | 6.49% | +2.6% |
| 7 | CMCSACOMCAST CORP NEW | $97.32M | 6.43% | +109.6% |
| 8 | GOOGALPHABET INC | $95.44M | 6.31% | +20.8% |
| 9 | VMCVULCAN MATLS CO | $89.67M | 5.92% | -5.2% |
| 10 | ADBEADOBE INC | $84.74M | 5.60% | -1.7% |
| Stock | Value | Shares |
|---|---|---|
| TKOTKO GROUP HOLDINGS INC | $80.53M | 987,185 |
| TOSTTOAST INC | $65.51M | 3,587,886 |
| KKRKKR & CO INC | $21.45M | 258,936 |
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