XN LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$3.6T
Holdings
26
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TKOTKO GROUP HOLDINGS INC | 2,866,943 | $599.2B | 16.79% | |
| 2 | TOSTTOAST INC | 8,988,386 | $319.2B | 8.94% | |
| 3 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 813,866 | $247.3B | 6.93% | |
| 4 | SHWSHERWIN WILLIAMS CO | 659,729 | $213.8B | 5.99% | |
| 5 | SPOTSPOTIFY TECHNOLOGY S A | 304,602 | $176.9B | 4.96% | |
| 6 | GEGE AEROSPACE | 569,227 | $175.3B | 4.91% | |
| 7 | PCORPROCORE TECHNOLOGIES INC | 2,323,031 | $169.0B | 4.74% | |
| 8 | UNPUNION PAC CORP | 691,658 | $160.0B | 4.48% | |
| 9 | RDDTREDDIT INC | 686,301 | $157.8B | 4.42% | |
| 10 | TRUTRANSUNION | 1,748,965 | $150.0B | 4.20% | |
| 11 | CBRECBRE GROUP INC | 915,067 | $147.1B | 4.12% | |
| 12 | AMZNAMAZON COM INC | 580,754 | $134.0B | 3.76% | |
| 13 | NVDANVIDIA CORPORATION | 595,149 | $111.0B | 3.11% | |
| 14 | RHCRH PLC | 879,676 | $109.8B | 3.08% | |
| 15 | CRMSALESFORCE INC | 403,232 | $106.8B | 2.99% | |
| 16 | GOOGALPHABET INC | 316,285 | $99.3B | 2.78% | |
| 17 | WBDWARNER BROS DISCOVERY INC | 3,084,372 | $88.9B | 2.49% | |
| 18 | AMATAPPLIED MATLS INC | 336,900 | $86.6B | 2.43% | |
| 19 | MDLNMEDLINE INC | 1,502,000 | $63.1B | 1.77% | |
| 20 | JCIJOHNSON CTLS INTL PLC | 446,441 | $53.5B | 1.50% | |
| 21 | FERGFERGUSON ENTERPRISES INC | 212,510 | $47.3B | 1.33% | |
| 22 | CNMCORE & MAIN INC | 698,200 | $36.3B | 1.02% | |
| 23 | SOLSSOLSTICE ADVANCED MATLS INC | 711,674 | $34.6B | 0.97% | |
| 24 | METAMETA PLATFORMS INC | 51,313 | $33.9B | 0.95% | |
| 25 | MSFTMICROSOFT CORP | 56,689 | $27.4B | 0.77% | |
| 26 | FIGFIGMA INC | 546,308 | $20.4B | 0.57% |