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XN LP

Q1 2026 13F Holdings

  • Location
    new york, NY
  • Num holdings

    23

  • Value ($000)

    $2,721,652

  • Date Filed
    05/15/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

TKO GROUP HOLDINGS INC

CL A
87256C101
$382.23M
14 %

1,895,513

---

SOLSTICE ADVANCED MATLS INC

COM SHS
83443Q103
$202.99M
8 %

2,665,268

T
TSM

TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS
874039100
$193M
7 %

571,078

S
SHW

SHERWIN WILLIAMS CO

COM
824348106
$183.12M
7 %

571,278

---

TOAST INC

CL A
888787108
$172.58M
6 %

6,509,924

A
AMAT

APPLIED MATLS INC

COM
038222105
$165.17M
6 %

483,240

G
GE

GE AEROSPACE

COM NEW
369604301
$161.53M
6 %

569,227

M
MOD

MODINE MFG CO

COM
607828100
$140.07M
5 %

646,333

G
GLW

CORNING INC

COM
219350105
$137.39M
5 %

1,010,411

P
PCOR

PROCORE TECHNOLOGIES INC

COM
74275K108
$126.43M
5 %

2,218,026

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