XN LP

Q2 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    21

  • Value ($000)

    $3,122,706

  • Date Filed
    08/14/2025
  • Form type
    13F-HR
  • CIK
    0001756558
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

TKO GROUP HOLDINGS INC

CL A
87256C101
$473.18M
15 %

2,600,613

GE
GE

GE AEROSPACE

COM NEW
369604301
$257.39M
8 %

1,000,000

call
---

TOAST INC

CL A
888787108
$230.84M
7 %

5,211,968

---

TRANSUNION

COM
89400J107
$222.23M
7 %

2,525,309

SHW
SHW

SHERWIN WILLIAMS CO

COM
824348106
$219.04M
7 %

637,930

TSM
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$210.20M
7 %

928,074

GE
GE

GE AEROSPACE

COM NEW
369604301
$163.68M
5 %

635,915

PCOR
PCOR

PROCORE TECHNOLOGIES INC

COM
74275K108
$158.16M
5 %

2,311,550

AMZN
AMZN

AMAZON COM INC

COM
023135106
$146.71M
5 %

668,721

---

MONDAY COM LTD

SHS
M7S64H106
$128.89M
4 %

409,862

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