XN LP
Top Portfolio Positions
22 positions ·
$2,637,658,493 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TKO |
TKO Group Holdings, Inc.
Communication Services
|
1,895,513 | $382,230,196 | 14.49% | |
| SOLS |
Solstice Advanced Materials Inc.
Basic Materials
|
2,665,268 | $202,986,810 | 7.70% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
571,078 | $192,995,810 | 7.32% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
571,278 | $183,123,162 | 6.94% | |
| TOST |
Toast, Inc.
Technology
|
6,509,924 | $172,578,085 | 6.54% | |
| AMAT |
Applied Materials Inc /De
Technology
|
483,240 | $165,166,599 | 6.26% | |
| GE |
General Electric Co
Industrials
|
569,227 | $161,529,545 | 6.12% | |
| MOD |
Modine Manufacturing Co
Consumer Cyclical
|
646,333 | $140,066,824 | 5.31% | |
| GLW |
Corning Inc /Ny
Technology
|
1,010,411 | $137,385,583 | 5.21% | |
| PCOR |
Procore Technologies, Inc.
Technology
|
2,218,026 | $126,427,482 | 4.79% |
Portfolio Trend
18 quarters · across all stocks
Holdings in MOD
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $140,066,824 | 646,333 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||