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NEW YORK, NY · CIK 0001756558
Portfolio Value
$3.57B
Positions
26
New
5
Increased
9
Decreased
8
Sold Out
1
XN LP (NEW YORK, NY) reported a portfolio value of $3.57B across 26 positions in their Q4 2025 SEC 13F filing (period ending 2025-12-31). The top 10 positions account for 66.4% of the portfolio.
Top 26 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | TKOTKO GROUP HOLDINGS INC | $599.19M | 16.79% | +6.3% |
| 2 | TOSTTOAST INC | $319.18M | 8.94% | +50.8% |
| 3 | TSMTAIWAN SEMICONDUCTOR MFG LTD | $247.33M | 6.93% | -7.8% |
| 4 | SHWSHERWIN WILLIAMS CO | $213.77M | 5.99% | +4.7% |
| 5 | SPOTSPOTIFY TECHNOLOGY S A | $176.89M | 4.96% | +37.8% |
| 6 | GEGE AEROSPACE | $175.34M | 4.91% | - |
| 7 | PCORPROCORE TECHNOLOGIES INC | $168.98M | 4.74% | +0.5% |
| 8 | UNPUNION PAC CORP | $159.99M | 4.48% | -15.0% |
| 9 | RDDTREDDIT INC | $157.76M | 4.42% | +0.6% |
| 10 | TRUTRANSUNION | $149.97M | 4.20% | -28.5% |
| Stock | Value | Shares |
|---|---|---|
| CBRECBRE GROUP INC | $147.13M | 915,067 |
| MDLNMEDLINE INC | $63.08M | 1,502,000 |
| CNMCORE & MAIN INC | $36.29M | 698,200 |
| SOLSSOLSTICE ADVANCED MATLS INC | $34.57M | 711,674 |
| MSFTMICROSOFT CORP | $27.42M | 56,689 |
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