XN LP
- SEC CIK
- 0001756558
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 26
- +4 vs. Q3 2025
- Portfolio value
- $3.57B
- +$168.0M (+4.9%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TKOTKO Group Holdings, Inc. | CL A | 2,866,943 | $599.2M | 16.8% | +169,574+6.3% | Added | History |
| TOSTToast, Inc. | Stock | 8,988,386 | $319.2M | 8.9% | +3,029,856+50.8% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 813,866 | $247.3M | 6.9% | −68,889−7.8% | Reduced | History |
| SHWSherwin Williams Co | COM | 659,729 | $213.8M | 6.0% | +29,520+4.7% | Added | History |
| SPOTSpotify Technology S.A. | Stock | 304,602 | $176.9M | 5.0% | +83,488+37.8% | Added | History |
| GEGeneral Electric Co | Stock | 569,227 | $175.3M | 4.9% | 00.0% | Unchanged | History |
| PCORProcore Technologies, Inc. | COM | 2,323,031 | $169.0M | 4.7% | +11,481+0.5% | Added | History |
| UNPUnion Pacific Corp | Stock | 691,658 | $160.0M | 4.5% | −121,672−15.0% | Reduced | History |
| RDDTReddit, Inc. | Stock | 686,301 | $157.8M | 4.4% | +3,864+0.6% | Added | History |
| TRUTransUnion | COM | 1,748,965 | $150.0M | 4.2% | −697,692−28.5% | Reduced | History |
| CBRECbre Group, Inc. | CL A | 915,067 | $147.1M | 4.1% | +915,067 | New | History |
| AMZNAmazon Com Inc | Stock | 580,754 | $134.0M | 3.8% | −122,630−17.4% | Reduced | History |
| NVDANVIDIA Corp | Stock | 595,149 | $111.0M | 3.1% | +34,818+6.2% | Added | History |
| CRHCRH Public Ltd Co | ORD | 879,676 | $109.8M | 3.1% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 403,232 | $106.8M | 3.0% | +9,803+2.5% | Added | History |
| GOOGAlphabet Inc. | Stock | 316,285 | $99.3M | 2.8% | 00.0% | Unchanged | History |
| WBDWarner Bros. Discovery, Inc. | Stock | 3,084,372 | $88.9M | 2.5% | −2,530,353−45.1% | Reduced | History |
| AMATApplied Materials Inc | Stock | 336,900 | $86.6M | 2.4% | 00.0% | Unchanged | History |
| MDLNMedline Inc. | COM CL A | 1,502,000 | $63.1M | 1.8% | +1,502,000 | New | History |
| JCIJohnson Controls International plc | Stock | 446,441 | $53.5M | 1.5% | +159,588+55.6% | Added | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 212,510 | $47.3M | 1.3% | −290,967−57.8% | Reduced | History |
| CNMCore & Main, Inc. | CL A | 698,200 | $36.3M | 1.0% | +698,200 | New | History |
| SOLSSolstice Advanced Materials Inc. | COM SHS | 711,674 | $34.6M | 1.0% | +711,674 | New | History |
| METAMeta Platforms, Inc. | Stock | 51,313 | $33.9M | 0.9% | −69,006−57.4% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 56,689 | $27.4M | 0.8% | +56,689 | New | History |
| FIGFigma, Inc. | Stock | 546,308 | $20.4M | 0.6% | −2,155,822−79.8% | Reduced | History |
Sold out since Q3 2025 (1)
Positions held at the end of Q3 2025 that are gone from this filing.