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NEW YORK, NY · CIK 0001756558
Portfolio Value
$3.12B
Positions
20
New
3
Increased
11
Decreased
3
Sold Out
2
XN LP (NEW YORK, NY) reported a portfolio value of $3.12B across 20 positions in their Q2 2025 SEC 13F filing (period ending 2025-06-30). The top 10 positions account for 74.9% of the portfolio.
Top 20 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | TKOTKO GROUP HOLDINGS INC | $473.18M | 15.15% | - |
| 2 | GEGE AEROSPACE | $421.07M | 13.48% | +117.8% |
| 3 | TOSTTOAST INC | $230.84M | 7.39% | +8.9% |
| 4 | TRUTRANSUNION | $222.23M | 7.12% | +28.6% |
| 5 | SHWSHERWIN WILLIAMS CO | $219.04M | 7.01% | +26.5% |
| 6 | TSMTAIWAN SEMICONDUCTOR MFG LTD | $210.20M | 6.73% | -3.9% |
| 7 | PCORPROCORE TECHNOLOGIES INC | $158.16M | 5.06% | - |
| 8 | AMZNAMAZON COM INC | $146.71M | 4.70% | +64.8% |
| 9 | MNDYMONDAY COM LTD | $128.89M | 4.13% | +103.8% |
| 10 | CRMSALESFORCE INC | $128.89M | 4.13% | +13.0% |
| Stock | Value | Shares |
|---|---|---|
| DASHDOORDASH INC | $97.31M | 394,764 |
| CBRECBRE GROUP INC | $66.04M | 471,337 |
| RDDTREDDIT INC | $58.69M | 389,785 |
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