§ 13F · FUND PROFILE
XN LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3400.3T (13F)Positions · 22Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$308.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | TKO | TKO GROUP HOLDINGS INC | 2.87M | $599.2T | 16.8% | +6% |
| 2 | TOST | TOAST INC | 8.99M | $319.2T | 8.9% | +51% |
| 3 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 814K | $247.3T | 6.9% | −8% |
| 4 | SHW | SHERWIN WILLIAMS CO | 660K | $213.8T | 6.0% | +5% |
| 5 | SPOT | SPOTIFY TECHNOLOGY S A | 305K | $176.9T | 5.0% | +38% |
| 6 | GE | GE AEROSPACE | 569K | $175.3T | 4.9% | ±0% |
| 7 | PCOR | PROCORE TECHNOLOGIES INC | 2.32M | $169.0T | 4.7% | ±0% |
| 8 | UNP | UNION PAC CORP | 692K | $160.0T | 4.5% | −15% |
| 9 | RDDT | REDDIT INC | 686K | $157.8T | 4.4% | +1% |
| 10 | TRU | TRANSUNION | 1.75M | $150.0T | 4.2% | −29% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE XN SIGNAL
AC read
XN LP is a Other fund managing $3400288.7 trillion 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
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed