Xn Lp Top Holdings and 13F Report (2026) About Xn LpInvestment ActivityXn Lp has $3.80 billion in total holdings as of June 30, 2026.Xn Lp owns shares of 27 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 34.66% of the portfolio was purchased this quarter.About 18.40% of the portfolio was sold this quarter.This quarter, Xn Lp has purchased 23 new stocks and bought additional shares in 4 stocks.Xn Lp sold shares of 9 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPACE EXPLORATION TECHN CORP $512,580,000TKO GROUP HOLDINGS INC $501,701,762Sherwin-Williams $269,984,755Taiwan Semiconductor Manufacturing $238,159,383Corning $195,727,069 Largest New Holdings this Quarter 84615Q103 - SPACE EXPLORATION TECHN CORP $512,580,000 Holding422806208 - Heico $122,653,227 Holding051774107 - Aurora Innovation $105,352,230 Holding55658T105 - MADISON AIR SOLUTIONS CORP $102,585,717 Holding941848103 - Waters $72,437,476 Holding Largest Purchases this Quarter SPACE EXPLORATION TECHN CORP 3,000,000 shares (about $512.58M)Heico 475,566 shares (about $122.65M)TKO GROUP HOLDINGS INC 596,672 shares (about $120.12M)Aurora Innovation 15,447,541 shares (about $105.35M)MADISON AIR SOLUTIONS CORP 2,630,403 shares (about $102.59M) Largest Sales this Quarter Corning 244,146 shares (about $62.36M)Toast 2,120,764 shares (about $59.00M)SOLSTICE ADVANCED MATLS INC 507,036 shares (about $44.92M)GE Aerospace 104,580 shares (about $39.08M)Western Digital 56,251 shares (about $35.93M) 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 PortfolioSectorSPACE EXPLORATION TECHN CORP$512,580,000$512,580,000 â–²New Holding3,000,00013.5%CLASS A COM STKTKO GROUP HOLDINGS INC$501,701,762$120,116,040 â–²31.5%2,492,18513.2%CL ASHWSherwin-Williams$269,984,755$73,282,314 â–²37.3%784,1107.1%MaterialsTSMTaiwan Semiconductor Manufacturing$238,159,383$34,570,337 â–¼-12.7%498,6906.3%TechnologyGLWCorning$195,727,069$62,362,213 â–¼-24.2%766,2655.2%TechnologySOLSTICE ADVANCED MATLS INC$191,219,355$44,923,390 â–¼-19.0%2,158,2325.0%COM SHSGEGE Aerospace$173,652,523$39,084,683 â–¼-18.4%464,6474.6%IndustrialsWDCWestern Digital$140,027,224$35,928,639 â–¼-20.4%219,2313.7%TechnologyAMZNAmazon.com$124,753,830$9,962,612 â–¼-7.4%523,4283.3%Consumer DiscretionaryHEI.AHeico$122,653,227$122,653,227 â–²New Holding475,5663.2%IndustrialsFERGUSON ENTERPRISES INC$122,324,629$64,078,863 â–²110.0%515,4203.2%COMMON STOCK NEWTOSTToast$122,106,431$58,999,654 â–¼-32.6%4,389,1603.2%FinanceNVDANVIDIA$110,227,180$4,265,519 â–²4.0%550,8882.9%TechnologyCRSCarpenter Technology$105,584,503$10,873,039 â–¼-9.3%171,1702.8%IndustrialsAURAurora Innovation$105,352,230$105,352,230 â–²New Holding15,447,5412.8%TechnologyGOOGAlphabet$103,456,4370.0%292,8042.7%Communication ServicesMADISON AIR SOLUTIONS CORP$102,585,717$102,585,717 â–²New Holding2,630,4032.7%COM SHS CL ACRH PLC$94,125,3320.0%879,6762.5%ORDPCORProcore Technologies$90,096,2160.0%2,218,0262.4%TechnologySPOTSpotify Technology$73,475,492$30,733,703 â–¼-29.5%160,0321.9%Communication ServicesWATWaters$72,437,476$72,437,476 â–²New Holding193,1461.9%HealthcareWULFTeraWulf$65,378,776$65,378,776 â–²New Holding2,646,9141.7%TechnologyWBDWarner Bros. Discovery$57,002,8390.0%2,138,1411.5%Communication ServicesDPC HOLDINGS PLC$47,627,105$47,627,105 â–²New Holding970,7931.3%ORDINARY SHARESFERVO ENERGY CO$26,555,455$26,555,455 â–²New Holding908,5000.7%CL A COMJCIJohnson Controls International$24,076,8820.0%164,7860.6%IndustrialsFIGMA INC$6,544,5820.0%361,7790.2%CLASS A COM STKAMATApplied Materials$0$165,166,600 â–¼-100.0%00.0%TechnologyMODModine Manufacturing$0$140,066,824 â–¼-100.0%00.0%IndustrialsCBRECBRE Group$0$54,213,937 â–¼-100.0%00.0%Real EstateBEBloom Energy$0$12,228,921 â–¼-100.0%00.0%IndustrialsShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. 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