XN LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $3.6B in reported equity holdings across 26 positions. The largest holdings are TKO (16.8%), TOST (8.9%), TSM (6.9%), SHW (6.0%), SPOT (5.0%). The portfolio is concentrated in Other (80.0%), Technology (7.5%), Industrials (5.9%). Data sourced from SEC EDGAR 13F filings (CIK 1756558).

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