Xn Lp Top Holdings and 13F Report (2026) About Xn LpInvestment ActivityXn Lp has $2.72 billion in total holdings as of March 31, 2026.Xn Lp owns shares of 23 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 23.70% of the portfolio was purchased this quarter.About 48.09% of the portfolio was sold this quarter.This quarter, Xn Lp has purchased 26 new stocks and bought additional shares in 3 stocks.Xn Lp sold shares of 13 stocks and completely divested from 8 stocks this quarter.Largest Holdings TKO GROUP HOLDINGS INC $382,230,196SOLSTICE ADVANCED MATLS INC $202,986,811Taiwan Semiconductor Manufacturing $192,995,810Sherwin-Williams $183,123,163Toast $172,578,085 Largest New Holdings this Quarter 607828100 - Modine Manufacturing $140,066,824 Holding219350105 - Corning $137,385,584 Holding958102105 - Western Digital $74,515,126 Holding144285103 - Carpenter Technology $74,414,338 Holding093712107 - Bloom Energy $12,228,921 Holding Largest Purchases this Quarter SOLSTICE ADVANCED MATLS INC 1,953,594 shares (about $148.79M)Modine Manufacturing 646,333 shares (about $140.07M)Corning 1,010,411 shares (about $137.39M)Western Digital 275,482 shares (about $74.52M)Carpenter Technology 188,797 shares (about $74.41M) Largest Sales this Quarter TKO GROUP HOLDINGS INC 971,430 shares (about $195.89M)Taiwan Semiconductor Manufacturing 242,788 shares (about $82.05M)CBRE Group 514,846 shares (about $69.74M)Toast 2,478,462 shares (about $65.70M)Spotify Technology 77,631 shares (about $37.64M) 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$382,230,196$195,888,859 â–¼-33.9%1,895,51314.0%CL ASOLSTICE ADVANCED MATLS INC$202,986,811$148,785,719 â–²274.5%2,665,2687.5%COM SHSTSMTaiwan Semiconductor Manufacturing$192,995,810$82,050,205 â–¼-29.8%571,0787.1%Computer and TechnologySHWSherwin-Williams$183,123,163$28,352,968 â–¼-13.4%571,2786.7%Basic MaterialsTOSTToast$172,578,085$65,704,028 â–¼-27.6%6,509,9246.3%Computer and TechnologyAMATApplied Materials$165,166,600$50,017,549 â–²43.4%483,2406.1%Computer and TechnologyGEGE Aerospace$161,529,5460.0%569,2275.9%AerospaceMODModine Manufacturing$140,066,824$140,066,824 â–²New Holding646,3335.1%Auto/Tires/TrucksGLWCorning$137,385,584$137,385,584 â–²New Holding1,010,4115.0%Computer and TechnologyPCORProcore Technologies$126,427,482$5,985,285 â–¼-4.5%2,218,0264.6%Computer and TechnologyAMZNAmazon.com$117,720,036$3,233,600 â–¼-2.7%565,2284.3%Retail/WholesaleSPOTSpotify Technology$110,060,508$37,644,048 â–¼-25.5%226,9714.0%Computer and TechnologyCRH PLC$92,471,5410.0%879,6763.4%ORDNVDANVIDIA$92,357,008$11,436,978 â–¼-11.0%529,5703.4%Computer and TechnologyGOOGAlphabet$83,993,755$6,735,760 â–¼-7.4%292,8043.1%Computer and TechnologyWDCWestern Digital$74,515,126$74,515,126 â–²New Holding275,4822.7%Computer and TechnologyCRSCarpenter Technology$74,414,338$74,414,338 â–²New Holding188,7972.7%Basic MaterialsWBDWarner Bros. Discovery$58,713,352$25,983,503 â–¼-30.7%2,138,1412.2%Consumer DiscretionaryFERGUSON ENTERPRISES INC$57,246,902$7,676,820 â–²15.5%245,4212.1%COMMON STOCK NEWCBRECBRE Group$54,213,937$69,741,040 â–¼-56.3%400,2212.0%FinanceJCIJohnson Controls International$21,578,727$36,882,723 â–¼-63.1%164,7860.8%ConstructionBEBloom Energy$12,228,921$12,228,921 â–²New Holding90,2570.4%EnergyFIGMA INC$7,648,008$3,900,943 â–¼-33.8%361,7790.3%CLASS A COM STKUNPUnion Pacific$0$159,994,329 â–¼-100.0%00.0%TransportationREDDIT INC$0$157,760,011 â–¼-100.0%00.0%CL ATRUTransUnion$0$149,973,749 â–¼-100.0%00.0%Business ServicesCRMSalesforce$0$106,820,189 â–¼-100.0%00.0%Computer and TechnologyMEDLINE INC$0$63,084,000 â–¼-100.0%00.0%COM CL ACNMCore & Main$0$36,285,454 â–¼-100.0%00.0%IndustrialsMETAMeta Platforms$0$33,871,198 â–¼-100.0%00.0%Computer and TechnologyMSFTMicrosoft$0$27,415,934 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. 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