XN LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $3.8B in reported equity holdings across 27 positions. The largest holdings are SPCX (13.5%), TKO (13.2%), SHW (7.1%), TSM (6.3%), GLW (5.2%). The portfolio is concentrated in Other (79.4%), Technology (10.1%), Industrials (4.6%). Data sourced from SEC EDGAR 13F filings (CIK 1756558).