XN LP: 13F holdings
CIK 17565582026Q2
| Positions | 27 |
|---|
| Reported value | $3.8bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 27 (+4 vs prior quarter) |
|---|
| Reported value | $3.8bn (+39.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPCX SPACE EXPLORATION TECHN CORP | 3,000,000 | $512.6m | 13.5% |
| TKO TKO GROUP HOLDINGS INC | 2,492,185 | $501.7m | 13.2% |
| SHW SHERWIN WILLIAMS CO | 784,110 | $270.0m | 7.1% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 498,690 | $238.2m | 6.3% |
| GLW CORNING INC | 766,265 | $195.7m | 5.2% |
| SOLS SOLSTICE ADVANCED MATLS INC | 2,158,232 | $191.2m | 5.0% |
| GE GE AEROSPACE | 464,647 | $173.7m | 4.6% |
| WDC WESTERN DIGITAL CORP | 219,231 | $140.0m | 3.7% |
| AMZN AMAZON COM INC | 523,428 | $124.8m | 3.3% |
| HEI.A HEICO CORP NEW | 475,566 | $122.7m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1756558")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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