XN LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $2.7B in reported equity holdings across 23 positions. The largest holdings are TKO (14.0%), SOLS (7.5%), TSM (7.1%), SHW (6.7%), TOST (6.3%). The portfolio is concentrated in Other (78.4%), Technology (10.1%), Industrials (5.9%). Data sourced from SEC EDGAR 13F filings (CIK 1756558).

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