XN LP

Q4 2024 13F Holdings

  • Location
    new york, NY
  • Num holdings

    24

  • Value ($000)

    $2,529,828

  • Date Filed
    02/14/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

TKO GROUP HOLDINGS INC

CL A
87256C101
$373.50M
15 %

2,628,224

PCOR
PCOR

PROCORE TECHNOLOGIES INC

COM
74275K108
$243.52M
10 %

3,250,000

call
PCOR
PCOR

PROCORE TECHNOLOGIES INC

COM
74275K108
$193.12M
8 %

2,577,279

GE
GE

GE AEROSPACE

COM NEW
369604301
$186.20M
7 %

1,116,357

---

TRANSUNION

COM
89400J107
$176.87M
7 %

1,907,775

---

TOAST INC

CL A
888787108
$168.77M
7 %

4,630,231

VMC
VMC

VULCAN MATLS CO

COM
929160109
$156.50M
6 %

608,386

CRM
CRM

SALESFORCE INC

COM
79466L302
$149.91M
6 %

448,389

SHW
SHW

SHERWIN WILLIAMS CO

COM
824348106
$129.80M
5 %

381,852

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$111.83M
4 %

265,320

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