XN LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TOST | 5.96M | $217.55M |
 | WBD | 5.61M | $109.66M |
 | FIG | 2.70M | $140.16M |
 | TKO | 2.70M | $544.76M |
 | TRU | 2.45M | $204.98M |
 | PCOR | 2.31M | $168.56M |
 | TSM | 883K | $246.54M |
 | CRH | 880K | $105.47M |
 | UNP | 813K | $192.25M |
 | AMZN | 703K | $154.44M |
 | RDDT | 682K | $156.95M |
 | SHW | 630K | $218.22M |
 | GE | 569K | $171.23M |
 | NVDA | 560K | $104.55M |
 | FERG | 503K | $113.07M |
 | CRM | 393K | $93.24M |
 | AMAT | 337K | $68.98M |
 | GOOG | 316K | $77.03M |
 | JCI | 287K | $31.54M |
 | SPOT | 221K | $154.34M |
Toast, Inc.
TOST
Shares Held
5.96M
Value
$217.55M
Warner Bros. Discovery, Inc.
WBD
Shares Held
5.61M
Value
$109.66M
Figma, Inc.
FIG
Shares Held
2.70M
Value
$140.16M
TKO Group Holdings, Inc.
TKO
Shares Held
2.70M
Value
$544.76M
TransUnion
TRU
Shares Held
2.45M
Value
$204.98M
Procore Technologies, Inc.
PCOR
Shares Held
2.31M
Value
$168.56M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
883K
Value
$246.54M
CRH plc
CRH
Shares Held
880K
Value
$105.47M
Union Pacific Corporation
UNP
Shares Held
813K
Value
$192.25M
Amazon.com, Inc.
AMZN
Shares Held
703K
Value
$154.44M
Reddit, Inc.
RDDT
Shares Held
682K
Value
$156.95M
The Sherwin-Williams Company
SHW
Shares Held
630K
Value
$218.22M
GE Aerospace
GE
Shares Held
569K
Value
$171.23M
NVIDIA Corporation
NVDA
Shares Held
560K
Value
$104.55M
Ferguson plc
FERG
Shares Held
503K
Value
$113.07M
Salesforce, Inc.
CRM
Shares Held
393K
Value
$93.24M
Applied Materials, Inc.
AMAT
Shares Held
337K
Value
$68.98M
Alphabet Inc.
GOOG
Shares Held
316K
Value
$77.03M
Johnson Controls International plc
JCI
Shares Held
287K
Value
$31.54M
Spotify Technology S.A.
SPOT
Shares Held
221K
Value
$154.34M