Institutional Fund
Xn LP
New York, NYCIK 17565585 filings on record
Portfolio Value
$2.72B
Q1 2026
Holdings
23
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-23.7%
from $3.57B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Tko Group Holdings Inc14.0%
- Solstice Advanced Matls Inc7.5%
- Taiwan Semiconductor Mfg Ltd7.1%
- Sherwin Williams Co6.7%
- Toast Inc6.3%
- Applied Matls Inc6.1%
- Other52.3%
Portfolio Holdings
23 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Tko Group Holdings Inc | 1.90M | $382.23M | 14.0% | −971.4K | Reduced |
| 2 | Solstice Advanced Matls Inc | 2.67M | $202.99M | 7.5% | +1.95M | Added |
| 3 | Taiwan Semiconductor Mfg Ltd | 571.1K | $193.00M | 7.1% | −242.8K | Reduced |
| 4 | Sherwin Williams Co | 571.3K | $183.12M | 6.7% | −88.5K | Reduced |
| 5 | Toast Inc | 6.51M | $172.58M | 6.3% | −2.48M | Reduced |
| 6 | Applied Matls Inc | 483.2K | $165.17M | 6.1% | +146.3K | Added |
| 7 | Ge Aerospace | 569.2K | $161.53M | 5.9% | 0 | Held |
| 8 | Modine Mfg Co | 646.3K | $140.07M | 5.1% | +646.3K | New |
| 9 | Corning Inc | 1.01M | $137.39M | 5.0% | +1.01M | New |
| 10 | Procore Technologies Inc | 2.22M | $126.43M | 4.6% | −105.0K | Reduced |
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