Stock Taper

XN LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Spotify Technology S.A.SPOT160.03K$73.48M
Johnson Controls International plcJCI164.79K$24.08M
Carpenter Technology CorporationCRS171.17K$105.58M
Waters CorporationWAT193.15K$72.44M
Western Digital CorporationWDC219.23K$140.03M
Alphabet Inc.GOOG292.8K$103.46M
Figma, Inc.FIG361.78K$6.54M
GE AerospaceGE464.65K$173.65M
HEICO CorporationHEI-A475.57K$122.65M
Taiwan Semiconductor Manufacturing Company LimitedTSM498.69K$238.16M
Ferguson plcFERG515.42K$122.32M
Amazon.com, Inc.AMZN523.43K$124.75M
NVIDIA CorporationNVDA550.89K$110.23M
Corning IncGLW766.26K$195.73M
The Sherwin-Williams CompanySHW784.11K$269.98M
CRH plcCRH879.68K$94.13M
Fervo Energy CompanyFRVO908.5K$26.56M
Warner Bros. Discovery, Inc.WBD2.14M$57M
Solstice Advanced Materials Inc.SOLS2.16M$191.22M
Procore Technologies, Inc.PCOR2.22M$90.1M