XN LP — 13F holdings

XN LP reported 27 holdings worth $3.80B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. SPCX SPACE EXPLORATION TECHN CORP — $513M (13.5%)
2. TKO TKO GROUP HOLDINGS INC — $502M (13.2%)
3. SHW SHERWIN WILLIAMS CO — $270M (7.1%)
4. TSM TAIWAN SEMICONDUCTOR MFG LTD — $238M (6.3%)
5. GLW CORNING INC — $196M (5.2%)
6. SOLS SOLSTICE ADVANCED MATLS INC — $191M (5.0%)
7. GE GE AEROSPACE — $174M (4.6%)
8. WDC WESTERN DIGITAL CORP — $140M (3.7%)
9. AMZN AMAZON COM INC — $125M (3.3%)
10. HEI.A HEICO CORP NEW — $123M (3.2%)