XN LP Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$838.3T
Holdings
17
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WABWABTEC | 1,255,357 | $126.9T | 15.13% | |
| 2 | T7DTRANSDIGM GROUP INC | 117,748 | $86.8T | 10.35% | |
| 3 | CRMSALESFORCE INC | 410,141 | $81.9T | 9.77% | |
| 4 | AMATAPPLIED MATLS INC | 574,919 | $70.6T | 8.42% | |
| 5 | CMCSACOMCAST CORP NEW | 1,812,583 | $68.7T | 8.20% | |
| 6 | GOOGALPHABET INC | 642,975 | $66.9T | 7.98% | |
| 7 | 0C3ENDEAVOR GROUP HLDGS INC | 2,457,399 | $58.8T | 7.01% | |
| 8 | VMCVULCAN MATLS CO | 321,974 | $55.2T | 6.59% | |
| 9 | GEGENERAL ELECTRIC CO | 525,034 | $50.2T | 5.99% | |
| 10 | AMZNAMAZON COM INC | 434,928 | $44.9T | 5.36% | |
| 11 | PCORPROCORE TECHNOLOGIES INC | 696,299 | $43.6T | 5.20% | |
| 12 | VVISA INC | 125,966 | $28.4T | 3.39% | |
| 13 | UBERUBER TECHNOLOGIES INC | 671,395 | $21.3T | 2.54% | |
| 14 | ESTCELASTIC N V | 270,827 | $15.7T | 1.87% | |
| 15 | NFLXNETFLIX INC | 32,730 | $11.3T | 1.35% | |
| 16 | CZRCAESARS ENTERTAINMENT INC NE | 101,488 | $5.0T | 0.59% | |
| 17 | MSFTMICROSOFT CORP | 7,461 | $2.2T | 0.26% |