Xn LP

Xn LP reported 27 holdings worth US$3.8B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Xn LP reported 27 holdings worth US$3.8B as of Jun 30, 2026. Largest: Space Exploration Technologies Corp, Tko Group Holdings, Inc. and Sherwin-williams Company (the). Filed Aug 14, 2026 (Form 13F).

Holdings
27
Value as reported
US$3.8B

The filing in full

CompanySharesValue as reported% of portfolio
Space Exploration Technologies Corp3MUS$513M13.5%
Tko Group Holdings, Inc.2.49MUS$502M13.2%
Sherwin-williams Company (the)784KUS$270M7.1%
Taiwan Semiconductor Manufacturing Co., Ltd.499KUS$238M6.3%
Corning Incorporated766KUS$196M5.2%
Solstice Advanced Materials Inc.2.16MUS$191M5.0%
Ge Aerospace465KUS$174M4.6%
Western Digital Corporation219KUS$140M3.7%
Amazon.com, Inc.523KUS$125M3.3%
Heico Corporation476KUS$123M3.2%
Ferguson Enterprises Inc.515KUS$122M3.2%
Toast, Inc.4.39MUS$122M3.2%
Nvidia Corporation551KUS$110M2.9%
Carpenter Technology Corporation171KUS$106M2.8%
Aurora Innovation, Inc.15.4MUS$105M2.8%
Alphabet Inc (google) Class C289KUS$103M2.7%
Madison Air Solutions Corporation2.63MUS$103M2.7%
Procore Technologies, Inc.2.22MUS$90.1M2.4%
Waters Corporation193KUS$72.4M1.9%
Terawulf Inc.2.65MUS$65.4M1.7%
Warner Bros. Discovery, Inc. - Series A2.14MUS$57M1.5%
Fervo Energy Company909KUS$26.6M0.70%
Figma Inc362KUS$6.54M0.17%
Modine Manufacturing Company0US$00.00%
Applied Materials, Inc.0US$00.00%
Bloom Energy Corporation0US$00.00%
Cbre Group Inc0US$00.00%

Source

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