Universe · entity
XN LP
Institutional manager (13F) · CIK 1756558
13F holdings · as of 2026-03-31 · top 23 · reported portfolio $2.7B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | TKO GROUP HOLDINGS INC | $382M | 1,895,513 |
| 2 | SOLSTICE ADVANCED MATLS INC | $203M | 2,665,268 |
| 3 | TAIWAN SEMICONDUCTOR MANUFAC | $193M | 571,078 |
| 4 | SHERWIN WILLIAMS CO | $183M | 571,278 |
| 5 | TOAST INC | $173M | 6,509,924 |
| 6 | APPLIED MATLS INC | $165M | 483,240 |
| 7 | GE AEROSPACE | $162M | 569,227 |
| 8 | MODINE MFG CO | $140M | 646,333 |
| 9 | CORNING INC | $137M | 1,010,411 |
| 10 | PROCORE TECHNOLOGIES INC | $126M | 2,218,026 |
| 11 | AMAZON COM INC | $118M | 565,228 |
| 12 | SPOTIFY TECHNOLOGY S A | $110M | 226,971 |
| 13 | CRH PLC | $92M | 879,676 |
| 14 | NVIDIA CORPORATION | $92M | 529,570 |
| 15 | ALPHABET INC | $84M | 292,804 |
| 16 | WESTERN DIGITAL CORP | $75M | 275,482 |
| 17 | CARPENTER TECHNOLOGY CORP | $74M | 188,797 |
| 18 | WARNER BROS DISCOVERY INC | $59M | 2,138,141 |
| 19 | FERGUSON ENTERPRISES INC | $57M | 245,421 |
| 20 | CBRE GROUP INC | $54M | 400,221 |
| 21 | JOHNSON CONTROLS INTERNATION | $22M | 164,786 |
| 22 | BLOOM ENERGY CORP | $12M | 90,257 |
| 23 | FIGMA INC | $8M | 361,779 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.