StockDriftsStockDriftsTop 23 Xn LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TKO | TKO GROUP HOLDINGS INC | 13.2% | 2.49M | $501.7M | +31.48%(+596.67K) | $126.56(+57.77%) | 2026-06-30 | |
| SHW | SHERWIN WILLIAMS CO | 7.11% | 784.1K | $270.0M | +37.26%(+212.83K) | $334.56(+8.07%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 6.27% | 498.7K | $238.2M | -12.68%(-72.39K) | $182.20(+136.27%) | 2026-06-30 | |
| GLW | CORNING INC | 5.15% | 766.3K | $195.7M | -24.16%(-244.15K) | $111.76(+41.85%) | 2026-06-30 | |
| SOLS | SOLSTICE ADVANCED MATLS INC | 5.03% | 2.16M | $191.2M | -19.02%(-507.04K) | $58.69(+6.61%) | 2026-06-30 | |
| GE | GE AEROSPACE | 4.57% | 464.6K | $173.7M | -18.37%(-104.58K) | $98.38(+266.57%) | 2026-06-30 | |
| WDC | WESTERN DIGITAL CORP | 3.69% | 219.2K | $140.0M | -20.42%(-56.25K) | $221.38(+120.11%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.28% | 523.4K | $124.8M | -7.40%(-41.80K) | $186.40(+42.24%) | 2026-06-30 | |
| HEI-A | HEICO CORP NEW | 3.23% | 475.6K | $122.7M | new | $231.40(+17.76%) | 2026-06-30 | |
| FERG | FERGUSON ENTERPRISES INC | 3.22% | 515.4K | $122.3M | +110.01%(+270.00K) | $217.73(+13.96%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +29.64% | +117.87% | — | — | +68.96% |
| Top 20 Holdings Unweighted | +31.81% | +128.99% | — | — | +54.59% |
Xn LP reports $3.80B in US-listed equity holdings across 27 positions in its most recent 13F filing. Its largest disclosed positions are TKO (13.2%), SHW (7.1%) and TSM (6.3%). The top 20 holdings account for 79.54% of reported assets. Its disclosed equity book has returned +117.87% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Xn LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1756558). View Xn LP’s 13F filings on SEC