XN LP

Q3 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    22

  • Value ($000)

    $3,400,289

  • Date Filed
    11/12/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

TKO GROUP HOLDINGS INC

CL A
87256C101
$544.76 M
16 %

2,697,369

TSM
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$246.54 M
7 %

882,755

SHW
SHW

SHERWIN WILLIAMS CO

COM
824348106
$218.22 M
6 %

630,209

---

TOAST INC

CL A
888787108
$217.55 M
6 %

5,958,530

---

TRANSUNION

COM
89400J107
$204.98 M
6 %

2,446,657

UNP
UNP

UNION PAC CORP

COM
907818108
$192.25 M
6 %

813,330

GE
GE

GE AEROSPACE

COM NEW
369604301
$171.23 M
5 %

569,227

PCOR
PCOR

PROCORE TECHNOLOGIES INC

COM
74275K108
$168.56 M
5 %

2,311,550

RDDT
RDDT

REDDIT INC

CL A
75734B100
$156.95 M
5 %

682,437

AMZN
AMZN

AMAZON COM INC

COM
023135106
$154.44 M
5 %

703,384

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