XN LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$2.2T
Holdings
19
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TKOTKO GROUP HOLDINGS INC | 2,600,613 | $397.4B | 18.07% | |
| 2 | SHWSHERWIN WILLIAMS CO | 504,315 | $176.1B | 8.01% | |
| 3 | TRUTRANSUNION | 1,963,758 | $163.0B | 7.41% | |
| 4 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 965,398 | $160.3B | 7.29% | |
| 5 | TOSTTOAST INC | 4,787,836 | $158.8B | 7.22% | |
| 6 | PCORPROCORE TECHNOLOGIES INC | 2,311,550 | $152.6B | 6.94% | |
| 7 | GEGE AEROSPACE | 751,269 | $150.4B | 6.84% | |
| 8 | CRMSALESFORCE INC | 418,234 | $112.2B | 5.10% | |
| 9 | JCIJOHNSON CTLS INTL PLC | 1,073,853 | $86.0B | 3.91% | |
| 10 | GEVGE VERNOVA INC | 273,114 | $83.4B | 3.79% | |
| 11 | METAMETA PLATFORMS INC | 141,802 | $81.7B | 3.72% | |
| 12 | AMZNAMAZON COM INC | 405,729 | $77.2B | 3.51% | |
| 13 | GOOGALPHABET INC | 484,333 | $75.7B | 3.44% | |
| 14 | AMATAPPLIED MATLS INC | 509,260 | $73.9B | 3.36% | |
| 15 | SPOTSPOTIFY TECHNOLOGY S A | 112,184 | $61.7B | 2.81% | |
| 16 | WDAYWORKDAY INC | 250,183 | $58.4B | 2.66% | |
| 17 | NVDANVIDIA CORPORATION | 527,297 | $57.1B | 2.60% | |
| 18 | MNDYMONDAY COM LTD | 201,139 | $48.9B | 2.22% | |
| 19 | FERGFERGUSON ENTERPRISES INC | 153,517 | $24.6B | 1.12% |