Holders — by stockHoldings — by fund
XN LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1756558
$3.80B
disclosed book value
27
positions
13.5%
largest position share
Positions, as of 2026-06-30
top 27 of 27 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPCXSPACE EXPLORATION TECHN CORP | 3.0M | $512.6M | 13.5% |
| 2 | TKOTKO GROUP HOLDINGS INC | 2.5M | $501.7M | 13.2% |
| 3 | SHWSHERWIN WILLIAMS CO | 784,110 | $270.0M | 7.1% |
| 4 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 498,690 | $238.2M | 6.3% |
| 5 | GLWCORNING INC | 766,265 | $195.7M | 5.2% |
| 6 | SOLSSOLSTICE ADVANCED MATLS INC | 2.2M | $191.2M | 5% |
| 7 | GEGE AEROSPACE | 464,647 | $173.7M | 4.6% |
| 8 | WDCWESTERN DIGITAL CORP | 219,231 | $140.0M | 3.7% |
| 9 | AMZNAMAZON COM INC | 523,428 | $124.8M | 3.3% |
| 10 | HEI/AHEICO CORP NEW | 475,566 | $122.7M | 3.2% |
| 11 | FERGFERGUSON ENTERPRISES INC | 515,420 | $122.3M | 3.2% |
| 12 | TOSTTOAST INC | 4.4M | $122.1M | 3.2% |
| 13 | NVDANVIDIA CORPORATION | 550,888 | $110.2M | 2.9% |
| 14 | CRSCARPENTER TECHNOLOGY CORP | 171,170 | $105.6M | 2.8% |
| 15 | AURAURORA INNOVATION INC | 15.4M | $105.4M | 2.8% |
| 16 | GOOGALPHABET INC | 292,804 | $103.5M | 2.7% |
| 17 | MADISON AIR SOLUTIONS CORP | 2.6M | $102.6M | 2.7% |
| 18 | CRH PLC | 879,676 | $94.1M | 2.5% |
| 19 | PCORPROCORE TECHNOLOGIES INC | 2.2M | $90.1M | 2.4% |
| 20 | SPOTIFY TECHNOLOGY S A | 160,032 | $73.5M | 1.9% |
| 21 | WATWATERS CORP | 193,146 | $72.4M | 1.9% |
| 22 | WULFTERAWULF INC | 2.6M | $65.4M | 1.7% |
| 23 | WBDWARNER BROS DISCOVERY INC | 2.1M | $57.0M | 1.5% |
| 24 | DPC HOLDINGS PLC | 970,793 | $47.6M | 1.3% |
| 25 | FERVO ENERGY CO | 908,500 | $26.6M | 0.7% |
| 26 | JOHNSON CONTROLS INTERNATION | 164,786 | $24.1M | 0.6% |
| 27 | FIGFIGMA INC | 361,779 | $6.5M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.