XN LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TOST | 8.99M | $319.18M |
 | WBD | 3.08M | $88.89M |
 | TKO | 2.87M | $599.19M |
 | PCOR | 2.32M | $168.98M |
 | TRU | 1.75M | $149.97M |
 | MDLN | 1.50M | $63.08M |
 | CBRE | 915K | $147.13M |
 | CRH | 880K | $109.78M |
 | TSM | 814K | $247.33M |
 | SOLS | 712K | $34.57M |
 | CNM | 698K | $36.29M |
 | UNP | 692K | $159.99M |
 | RDDT | 686K | $157.76M |
 | SHW | 660K | $213.77M |
 | NVDA | 595K | $111.00M |
 | AMZN | 581K | $134.05M |
 | GE | 569K | $175.34M |
 | FIG | 546K | $20.42M |
 | JCI | 446K | $53.46M |
 | CRM | 403K | $106.82M |
Toast, Inc.
TOST
Shares Held
8.99M
Value
$319.18M
Warner Bros. Discovery, Inc.
WBD
Shares Held
3.08M
Value
$88.89M
TKO Group Holdings, Inc.
TKO
Shares Held
2.87M
Value
$599.19M
Procore Technologies, Inc.
PCOR
Shares Held
2.32M
Value
$168.98M
TransUnion
TRU
Shares Held
1.75M
Value
$149.97M
Medline Inc.
MDLN
Shares Held
1.50M
Value
$63.08M
CBRE Group, Inc.
CBRE
Shares Held
915K
Value
$147.13M
CRH plc
CRH
Shares Held
880K
Value
$109.78M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
814K
Value
$247.33M
Solstice Advanced Materials Inc.
SOLS
Shares Held
712K
Value
$34.57M
Core & Main, Inc.
CNM
Shares Held
698K
Value
$36.29M
Union Pacific Corporation
UNP
Shares Held
692K
Value
$159.99M
Reddit, Inc.
RDDT
Shares Held
686K
Value
$157.76M
The Sherwin-Williams Company
SHW
Shares Held
660K
Value
$213.77M
NVIDIA Corporation
NVDA
Shares Held
595K
Value
$111.00M
Amazon.com, Inc.
AMZN
Shares Held
581K
Value
$134.05M
GE Aerospace
GE
Shares Held
569K
Value
$175.34M
Figma, Inc.
FIG
Shares Held
546K
Value
$20.42M
Johnson Controls International plc
JCI
Shares Held
446K
Value
$53.46M
Salesforce, Inc.
CRM
Shares Held
403K
Value
$106.82M