XN LP Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$1.0T
Holdings
16
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WABWABTEC | 2,096,885 | $172.1B | 16.81% | |
| 2 | CMCSACOMCAST CORP NEW | 3,514,662 | $137.9B | 13.47% | |
| 3 | ESTCELASTIC N V | 1,487,331 | $100.6B | 9.83% | |
| 4 | T7DTRANSDIGM GROUP INC | 175,318 | $94.1B | 9.19% | |
| 5 | CZRCAESARS ENTERTAINMENT INC NE | 2,107,228 | $80.7B | 7.88% | |
| 6 | TMUST-MOBILE US INC | 593,146 | $79.8B | 7.79% | |
| 7 | MTCHMATCH GROUP INC NEW | 1,029,638 | $71.8B | 7.01% | |
| 8 | AMZNAMAZON COM INC | 608,160 | $64.6B | 6.31% | |
| 9 | SPLKCHFSPLUNK INC | 697,224 | $61.7B | 6.02% | |
| 10 | UBERUBER TECHNOLOGIES INC | 2,832,463 | $58.0B | 5.66% | |
| 11 | GOOGALPHABET INC | 17,345 | $37.9B | 3.70% | |
| 12 | UPWKUPWORK INC | 1,182,865 | $24.5B | 2.39% | |
| 13 | EWCZEUROPEAN WAX CTR INC | 1,100,000 | $19.4B | 1.89% | |
| 14 | PCORPROCORE TECHNOLOGIES INC | 393,150 | $17.8B | 1.74% | |
| 15 | TWLOTWILIO INC | 24,325 | $2.0B | 0.20% | |
| 16 | FTCHQFARFETCH LTD | 170,106 | $1.2B | 0.12% |