Xn Lp Top Holdings and 13F Report (2025) About Xn LpInvestment ActivityXn Lp has $2.20 billion in total holdings as of March 31, 2025.Xn Lp owns shares of 19 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 25.28% of the portfolio was purchased this quarter.About 35.68% of the portfolio was sold this quarter.This quarter, Xn Lp has purchased 23 new stocks and bought additional shares in 8 stocks.Xn Lp sold shares of 6 stocks and completely divested from 9 stocks this quarter.Largest Holdings TKO GROUP HOLDINGS INC $397,399,673Sherwin-Williams $176,101,755TransUnion $162,972,276Taiwan Semiconductor Manufacturing $160,256,068Toast $158,812,520 Largest New Holdings this Quarter 36828A101 - GE VERNOVA INC $83,376,242 Holding30303M102 - Meta Platforms $81,729,001 HoldingL8681T102 - Spotify Technology $61,704,566 Holding98138H101 - Workday $58,425,236 HoldingM7S64H106 - monday.com $48,908,959 Holding Largest Purchases this Quarter Taiwan Semiconductor Manufacturing 849,729 shares (about $141.06M)GE VERNOVA INC 273,114 shares (about $83.38M)Meta Platforms 141,802 shares (about $81.73M)Spotify Technology 112,184 shares (about $61.70M)Workday 250,183 shares (about $58.43M) Largest Sales this Quarter Procore Technologies 3,515,729 shares (about $232.11M)GE Aerospace 365,088 shares (about $73.07M)Salesforce 30,155 shares (about $8.09M)Alphabet 41,933 shares (about $6.55M)TKO GROUP HOLDINGS INC 27,611 shares (about $4.22M) Sector Allocation Over TimeMap of 500 Largest Holdings ofXn Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTKO GROUP HOLDINGS INC$397,399,673$4,219,237 ▼-1.1%2,600,61318.1%CL ASHWSherwin-Williams$176,101,755$42,762,855 ▲32.1%504,3158.0%Basic MaterialsTRUTransUnion$162,972,276$4,646,029 ▲2.9%1,963,7587.4%Business ServicesTSMTaiwan Semiconductor Manufacturing$160,256,068$141,055,014 ▲734.6%965,3987.3%Computer and TechnologyTOSTToast$158,812,520$5,227,758 ▲3.4%4,787,8367.2%Computer and TechnologyPCORProcore Technologies$152,608,531$232,108,429 ▼-60.3%2,311,5506.9%Computer and TechnologyGEGE Aerospace$150,366,490$73,072,363 ▼-32.7%751,2696.8%IndustrialsCRMSalesforce$112,237,276$8,092,396 ▼-6.7%418,2345.1%Computer and TechnologyJCIJohnson Controls International$86,026,364$10,588,699 ▲14.0%1,073,8533.9%ConstructionGE VERNOVA INC$83,376,242$83,376,242 ▲New Holding273,1143.8%COMMETAMeta Platforms$81,729,001$81,729,001 ▲New Holding141,8023.7%Computer and TechnologyAMZNAmazon.com$77,194,000$1,454,347 ▼-1.8%405,7293.5%Retail/WholesaleGOOGAlphabet$75,667,345$6,551,193 ▼-8.0%484,3333.4%Computer and TechnologyAMATApplied Materials$73,903,811$1,865,082 ▲2.6%509,2603.4%Computer and TechnologySPOTSpotify Technology$61,704,566$61,704,566 ▲New Holding112,1842.8%Business ServicesWDAYWorkday$58,425,236$58,425,236 ▲New Holding250,1832.7%Computer and TechnologyNVDANVIDIA$57,148,449$934,561 ▲1.7%527,2972.6%Computer and TechnologyMNDYmonday.com$48,908,959$48,908,959 ▲New Holding201,1392.2%Computer and TechnologyFERGUSON ENTERPRISES INC$24,598,029$14,890,815 ▲153.4%153,5171.1%COMMON STOCK NEWVMCVulcan Materials$0$156,495,131 ▼-100.0%00.0%ConstructionMSFTMicrosoft$0$111,832,380 ▼-100.0%00.0%Computer and TechnologyFNDFloor & Decor$0$61,189,679 ▼-100.0%00.0%Retail/WholesaleKKRKKR & Co. Inc.$0$38,299,224 ▼-100.0%00.0%FinanceEDREndeavor Group$0$34,708,151 ▼-100.0%00.0%Consumer DiscretionaryAMDAdvanced Micro Devices$0$25,444,655 ▼-100.0%00.0%Computer and TechnologyCMCSAComcast$0$19,165,708 ▼-100.0%00.0%Consumer DiscretionaryCHTRCharter Communications$0$6,882,136 ▼-100.0%00.0%Consumer DiscretionarySERVICETITAN INC$0$5,143,500 ▼-100.0%00.0%SHS CL AShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
