XN LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, XN LP held in its portfolio 26 assets valued at $3,568,317,904 (i.e. $3.57B).

The most valuable assets in the portfolio included: TKO GROUP HOLDINGS INC ($599.19M), TOAST INC ($319.18M), and TAIWAN SEMICONDUCTOR MFG LTD ($247.33M).

The chart below shows the top 10 valuable assets, and the table below shows the top 26 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in XN LP Portfolio

TKO GROUP HOLDINGS INC

TOAST INC

TAIWAN SEMICONDUCTOR MFG LTD

SHERWIN WILLIAMS CO

SPOTIFY TECHNOLOGY S A

GE AEROSPACE

PROCORE TECHNOLOGIES INC

UNION PAC CORP

REDDIT INC

TRANSUNION

XN LP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
TKO GROUP HOLDINGS INC	2866943	599191087	CL A
TOAST INC	8988386	319177587	CL A
TAIWAN SEMICONDUCTOR MFG LTD	813866	247325739	SPONSORED ADS
SHERWIN WILLIAMS CO	659729	213771988	COM
SPOTIFY TECHNOLOGY S A	304602	176885427	SHS
GE AEROSPACE	569227	175338993	COM NEW
PROCORE TECHNOLOGIES INC	2323031	168977275	COM
UNION PAC CORP	691658	159994329	COM
REDDIT INC	686301	157760011	CL A
TRANSUNION	1748965	149973749	COM
CBRE GROUP INC	915067	147133623	CL A
AMAZON COM INC	580754	134049638	COM
NVIDIA CORPORATION	595149	110995289	COM
CRH PLC	879676	109783565	ORD
SALESFORCE INC	403232	106820189	COM
ALPHABET INC	316285	99250233	CAP STK CL C
WARNER BROS DISCOVERY INC	3084372	88891601	COM SER A
APPLIED MATLS INC	336900	86579931	COM
MEDLINE INC	1502000	63084000	COM CL A
JOHNSON CTLS INTL PLC	446441	53461310	SHS
FERGUSON ENTERPRISES INC	212510	47311101	COMMON STOCK NEW
CORE & MAIN INC	698200	36285454	CL A
SOLSTICE ADVANCED MATLS INC	711674	34573123	COM SHS
META PLATFORMS INC	51313	33871198	CL A
MICROSOFT CORP	56689	27415934	COM
FIGMA INC	546308	20415530	CLASS A COM STK