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Q2 2026 13F filing
Updated 27 days ago27 disclosed positions worth $3.8B
Portfolio value
$3.8B
Total holdings
27
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SPCX SPACE EXPLORATION TECHN CORP | $512.6M | 3.00M | 13.49% | — |
| 2 | T TKO TKO GROUP HOLDINGS INC | $501.7M | 2.49M | 13.20% | — |
| 3 | S SHW SHERWIN WILLIAMS CO | $270M | 784.1K | 7.11% | — |
| 4 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $238.2M | 498.7K | 6.27% | — |
| 5 | G GLW CORNING INC | $195.7M | 766.3K | 5.15% | — |
| 6 | S SOLS SOLSTICE ADVANCED MATLS INC | $191.2M | 2.16M | 5.03% | — |
| 7 | G GE GE AEROSPACE | $173.7M | 464.6K | 4.57% | — |
| 8 | W WDC WESTERN DIGITAL CORP | $140M | 219.2K | 3.69% | — |
| 9 | A AMZN AMAZON COM INC | $124.8M | 523.4K | 3.28% | — |
| 10 | H HEI-A HEICO CORP NEW | $122.7M | 475.6K | 3.23% | — |
| 11 | F FERG FERGUSON ENTERPRISES INC | $122.3M | 515.4K | 3.22% | — |
| 12 | T TOST TOAST INC | $122.1M | 4.39M | 3.21% | — |
| 13 | N NVDA NVIDIA CORPORATION | $110.2M | 550.9K | 2.90% | — |
| 14 | C CRS CARPENTER TECHNOLOGY CORP | $105.6M | 171.2K | 2.78% | — |
| 15 | A AUROW AURORA INNOVATION INC | $105.4M | 15.45M | 2.77% | — |
| 16 | G GOOGN ALPHABET INC | $103.5M | 292.8K | 2.72% | — |
| 17 | M MAIR MADISON AIR SOLUTIONS CORP | $102.6M | 2.63M | 2.70% | — |
| 18 | R RH CRH PLC | $94.1M | 879.7K | 2.48% | — |
| 19 | P PCOR PROCORE TECHNOLOGIES INC | $90.1M | 2.22M | 2.37% | — |
| 20 | S SPOT SPOTIFY TECHNOLOGY S A | $73.5M | 160.0K | 1.93% | — |
| 21 | W WAT WATERS CORP | $72.4M | 193.1K | 1.91% | — |
| 22 | W WULF TERAWULF INC | $65.4M | 2.65M | 1.72% | — |
| 23 | W WMT WARNER BROS DISCOVERY INC | $57M | 2.14M | 1.50% | — |
| 24 | D DPC DPC HOLDINGS PLC | $47.6M | 970.8K | 1.25% | — |
| 25 | F FRVO FERVO ENERGY CO | $26.6M | 908.5K | 0.70% | — |
| 26 | J JCI JOHNSON CONTROLS INTERNATION | $24.1M | 164.8K | 0.63% | — |
| 27 | F FIG FIGMA INC | $6.5M | 361.8K | 0.17% | — |