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XN LP
XN LP
Latest filing: 2026-06-30
XN LP runs XN LP and currently holds 27 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $3.80B. Their top holdings are SPCX, TKO, SHW, TSM, GLW. The top five represent 45.2% of reported portfolio weight. XN LP ranks #426 out of 1000 investors tracked by Alpha Score. In the most recent quarter, XN LP initiated 7 new positions. They added to 4 existing positions. They trimmed 9 positions. Their current best-performing preview position is WDC with returns of +136.13%.
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27 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
SP SPCX SPACE EXPLORATION TECHN CORP | 13.49% | $170.86 | $136.97 | -19.83% | New Buy |
 TKO TKO GROUP HOLDINGS INC | 13.20% | $129.49 | $193.05 | +49.08% | Added +31.48% |
 SHW SHERWIN WILLIAMS CO | 7.11% | $340.71 | $346.59 | +1.73% | Added +37.26% |
 TSM TAIWAN SEMICONDUCTOR MANUFAC | 6.27% | $169.77 | $418.87 | +146.73% | Trimmed -12.68% |
 GLW CORNING INC | 5.15% | $135.97 | $149.82 | +10.19% | Trimmed -24.16% |
 SOLS SOLSTICE ADVANCED MATLS INC | 5.03% | $68.80 | $56.16 | -18.37% | Trimmed -19.02% |
 GE GE AEROSPACE | 4.57% | $102.81 | $348.41 | +238.89% | Trimmed -18.37% |
 WDC WESTERN DIGITAL CORP | 3.69% | $270.49 | $459.44 | +69.85% | Trimmed -20.42% |
 AMZN AMAZON COM INC | 3.28% | $188.72 | $258.63 | +37.04% | Trimmed -7.40% |
 HEI-A HEICO CORP NEW | 3.23% | $257.91 | $261.00 | +1.20% | New Buy |
Showing 1-10 of 27