XN LP Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$3.4T
Holdings
22
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TKOTKO GROUP HOLDINGS INC | 2,697,369 | $544.8B | 16.02% | |
| 2 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 882,755 | $246.5B | 7.25% | |
| 3 | SHWSHERWIN WILLIAMS CO | 630,209 | $218.2B | 6.42% | |
| 4 | TOSTTOAST INC | 5,958,530 | $217.5B | 6.40% | |
| 5 | TRUTRANSUNION | 2,446,657 | $205.0B | 6.03% | |
| 6 | UNPUNION PAC CORP | 813,330 | $192.2B | 5.65% | |
| 7 | GEGE AEROSPACE | 569,227 | $171.2B | 5.04% | |
| 8 | PCORPROCORE TECHNOLOGIES INC | 2,311,550 | $168.6B | 4.96% | |
| 9 | RDDTREDDIT INC | 682,437 | $157.0B | 4.62% | |
| 10 | AMZNAMAZON COM INC | 703,384 | $154.4B | 4.54% | |
| 11 | SPOTSPOTIFY TECHNOLOGY S A | 221,114 | $154.3B | 4.54% | |
| 12 | FIGFIGMA INC | 2,702,130 | $140.2B | 4.12% | |
| 13 | FERGFERGUSON ENTERPRISES INC | 503,477 | $113.1B | 3.33% | |
| 14 | WBDWARNER BROS DISCOVERY INC | 5,614,725 | $109.7B | 3.22% | |
| 15 | RHCRH PLC | 879,676 | $105.5B | 3.10% | |
| 16 | NVDANVIDIA CORPORATION | 560,331 | $104.5B | 3.07% | |
| 17 | CRMSALESFORCE INC | 393,429 | $93.2B | 2.74% | |
| 18 | METAMETA PLATFORMS INC | 120,319 | $88.4B | 2.60% | |
| 19 | GOOGALPHABET INC | 316,285 | $77.0B | 2.27% | |
| 20 | AMATAPPLIED MATLS INC | 336,900 | $69.0B | 2.03% | |
| 21 | MNDYMONDAY COM LTD | 198,314 | $38.4B | 1.13% | |
| 22 | JCIJOHNSON CTLS INTL PLC | 286,853 | $31.5B | 0.93% |