EdgeMarket › What Xn Lp reported owning
What Xn Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.7BPositions
23Quarter
2026-03-31Shown below
23largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| TKO TKO Group Holdings, Inc. | 382.2M | 14.0% | 1.9M | 193.14 | +5.8% |
| SOLS Solstice Advanced Materials Inc. | 203.0M | 7.5% | 2.7M | 56.16 | — |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 193.0M | 7.1% | 571.1K | 418.95 | +83.3% |
| SHW SHERWIN WILLIAMS CO | 183.1M | 6.7% | 571.3K | 346.59 | -5.6% |
| TOST Toast, Inc. | 172.6M | 6.3% | 6.5M | 36.64 | -13.6% |
| AMAT APPLIED MATERIALS INC /DE | 165.2M | 6.1% | 483.2K | 492.32 | +205.9% |
| GE GENERAL ELECTRIC CO | 161.5M | 5.9% | 569.2K | 348.37 | +30.7% |
| MOD MODINE MANUFACTURING CO | 140.1M | 5.1% | 646.3K | 197.68 | +46.5% |
| GLW CORNING INC /NY | 137.4M | 5.0% | 1.0M | 149.84 | +132.0% |
| PCOR PROCORE TECHNOLOGIES, INC. | 126.4M | 4.6% | 2.2M | 63.49 | -1.3% |
| AMZN AMAZON COM INC | 117.7M | 4.3% | 565.2K | 258.63 | +15.6% |
| SPOT Spotify Technology S.A. | 110.1M | 4.0% | 227.0K | 533.72 | -24.2% |
| CRH CRH PUBLIC LTD CO | 92.5M | 3.4% | 879.7K | 95.07 | -14.2% |
| NVDA NVIDIA CORP | 92.4M | 3.4% | 529.6K | 214.72 | +22.4% |
| GOOG Alphabet Inc. | 84.0M | 3.1% | 292.8K | 341.75 | +70.7% |
| WDC WESTERN DIGITAL CORP | 74.5M | 2.7% | 275.5K | 459.44 | +507.4% |
| CRS CARPENTER TECHNOLOGY CORP | 74.4M | 2.7% | 188.8K | 492.38 | +105.1% |
| WBD Warner Bros. Discovery, Inc. | 58.7M | 2.2% | 2.1M | 28.55 | +147.4% |
| FERG Ferguson Enterprises Inc. /DE/ | 57.2M | 2.1% | 245.4K | 242.24 | +5.1% |
| CBRE CBRE GROUP, INC. | 54.2M | 2.0% | 400.2K | 152.10 | -5.4% |
| JCI Johnson Controls International plc | 21.6M | 0.8% | 164.8K | 143.05 | +35.0% |
| BE Bloom Energy Corp | 12.2M | 0.4% | 90.3K | 201.45 | +352.6% |
| FIG Figma, Inc. | 7.6M | 0.3% | 361.8K | 27.10 | -63.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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