§ 13F · FUND PROFILE
XN LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3.4B (13F)Positions · 22Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$439M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | TKO | TKO GROUP HOLDINGS INC | 1.90M | $382M | 14.0% | −34% |
| 2 | SOLS | SOLSTICE ADVANCED MATLS INC | 2.67M | $203M | 7.5% | +275% |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 571K | $193M | 7.1% | −30% |
| 4 | SHW | SHERWIN WILLIAMS CO | 571K | $183M | 6.7% | −13% |
| 5 | TOST | TOAST INC | 6.51M | $173M | 6.3% | −28% |
| 6 | AMAT | APPLIED MATLS INC | 483K | $165M | 6.1% | +43% |
| 7 | GE | GE AEROSPACE | 569K | $162M | 5.9% | ±0% |
| 8 | MOD | MODINE MFG CO | 646K | $140M | 5.1% | NEW |
| 9 | GLW | CORNING INC | 1.01M | $137M | 5.0% | NEW |
| 10 | PCOR | PROCORE TECHNOLOGIES INC | 2.22M | $126M | 4.6% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE XN SIGNAL
AC read
XN LP is a Other fund managing $3.4 billion in assets. The fund runs a focused portfolio of just 22 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed