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NEW YORK, NY · CIK 0001756558
Portfolio Value
$2.20B
Positions
19
New
5
Increased
8
Decreased
6
Sold Out
9
XN LP (NEW YORK, NY) reported a portfolio value of $2.20B across 19 positions in their Q1 2025 SEC 13F filing (period ending 2025-03-31). The top 10 positions account for 74.6% 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 | TKOTKO GROUP HOLDINGS INC | $397.40M | 18.07% | -1.1% |
| 2 | SHWSHERWIN WILLIAMS CO | $176.10M | 8.01% | +32.1% |
| 3 | TRUTRANSUNION | $162.97M | 7.41% | +2.9% |
| 4 | TSMTAIWAN SEMICONDUCTOR MFG LTD | $160.26M | 7.29% | +734.6% |
| 5 | TOSTTOAST INC | $158.81M | 7.22% | +3.4% |
| 6 | PCORPROCORE TECHNOLOGIES INC | $152.61M | 6.94% | -60.3% |
| 7 | GEGE AEROSPACE | $150.37M | 6.84% | -32.7% |
| 8 | CRMSALESFORCE INC | $112.24M | 5.10% | -6.7% |
| 9 | JCIJOHNSON CTLS INTL PLC | $86.03M | 3.91% | +14.0% |
| 10 | GEVGE VERNOVA INC | $83.38M | 3.79% | New |
| Stock | Value | Shares |
|---|---|---|
| GEVGE VERNOVA INC | $83.38M | 273,114 |
| METAMETA PLATFORMS INC | $81.73M | 141,802 |
| SPOTSPOTIFY TECHNOLOGY S A | $61.70M | 112,184 |
| WDAYWORKDAY INC | $58.43M | 250,183 |
| MNDYMONDAY COM LTD | $48.91M | 201,139 |
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