§ 13F · FUND PROFILE
XN LP.
AUM · $3.8B (13F)Positions · 27Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1.1B deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPCX | SPACE EXPLORATION TECHN CORP | 3.00M | $513M | 13.5% | NEW |
| 2 | TKO | TKO GROUP HOLDINGS INC | 2.49M | $502M | 13.2% | +31% |
| 3 | SHW | SHERWIN WILLIAMS CO | 784K | $270M | 7.1% | +37% |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 499K | $238M | 6.3% | −13% |
| 5 | GLW | CORNING INC | 766K | $196M | 5.2% | −24% |
| 6 | SOLS | SOLSTICE ADVANCED MATLS INC | 2.16M | $191M | 5.0% | −19% |
| 7 | GE | GE AEROSPACE | 465K | $174M | 4.6% | −18% |
| 8 | WDC | WESTERN DIGITAL CORP | 219K | $140M | 3.7% | −20% |
| 9 | AMZN | AMAZON COM INC | 523K | $125M | 3.3% | −7% |
| 10 | HEI/A | HEICO CORP NEW | 476K | $123M | 3.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE XN SIGNAL
AC read
XN LP is a Other fund managing $3.8 billion in assets. The fund runs a focused portfolio of just 27 positions.
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