Investor
XN LP
CIK 0001756558 · filed 2026-02-17 · SEC filing
13F book
$3.57B
Positions
26
Largest name
16.8%
TKO Group Holdings, Inc. · TKO
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| TKO Group Holdings, Inc. | TKO | 2.87M | $599.2M | 16.8% | — | Held |
| Toast, Inc. | TOST | 8.99M | $319.2M | 8.9% | — | Held |
| Taiwan Semiconductor Mfg Ltd | — | 813.9K | $247.3M | 6.9% | — | Held |
| Sherwin Williams Co | SHW | 659.7K | $213.8M | 6.0% | — | Held |
| Spotify Technology S.A. | SPOT | 304.6K | $176.9M | 5.0% | — | Held |
| Ge Aerospace | — | 569.2K | $175.3M | 4.9% | — | Held |
| Procore Technologies, Inc. | PCOR | 2.32M | $169M | 4.7% | — | Held |
| Union Pac Corp | — | 691.7K | $160M | 4.5% | — | Held |
| Reddit, Inc. | RDDT | 686.3K | $157.8M | 4.4% | — | Held |
| Transunion | TRU | 1.75M | $150M | 4.2% | — | Held |
| Cbre Group, Inc. | CBRE | 915.1K | $147.1M | 4.1% | — | Held |
| Amazon Com Inc | AMZN | 580.8K | $134M | 3.8% | — | Held |
| Nvidia Corp | NVDA | 595.1K | $111M | 3.1% | — | Held |
| Crh Plc | — | 879.7K | $109.8M | 3.1% | — | Held |
| Salesforce, Inc. | CRM | 403.2K | $106.8M | 3.0% | — | Held |
| Alphabet Inc | — | 316.3K | $99.3M | 2.8% | — | Held |
| Warner Bros. Discovery, Inc. | WBD | 3.08M | $88.9M | 2.5% | — | Held |
| Applied Matls Inc | — | 336.9K | $86.6M | 2.4% | — | Held |
| Medline Inc. | MDLN | 1.5M | $63.1M | 1.8% | — | Held |
| Johnson Ctls Intl Plc | — | 446.4K | $53.5M | 1.5% | — | Held |
| Ferguson Enterprises Inc | — | 212.5K | $47.3M | 1.3% | — | Held |
| Core & Main, Inc. | CNM | 698.2K | $36.3M | 1.0% | — | Held |
| Solstice Advanced Matls Inc | — | 711.7K | $34.6M | 1.0% | — | Held |
| Meta Platforms, Inc. | META | 51.3K | $33.9M | 0.9% | — | Held |
| Microsoft Corp | MSFT | 56.7K | $27.4M | 0.8% | — | Held |
| Figma, Inc. | FIG | 546.3K | $20.4M | 0.6% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.