Xn LP
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Figma, Inc.FIG | $20.42M | 0.6% |
| MICROSOFT CORP | $27.42M | 0.8% |
| Meta Platforms Inc | $33.87M | 0.9% |
| Solstice Advanced Materials Inc. | $34.57M | 1.0% |
| Core & Main, Inc. | $36.29M | 1.0% |
| Ferguson Enterprises Inc. /DE | $47.31M | 1.3% |
| Johnson Controls International plc | $53.46M | 1.5% |
| Medline Inc. | $63.08M | 1.8% |
| APPLIED MATERIALS INC /DE | $86.58M | 2.4% |
| Warner Bros. Discovery, Inc. | $88.89M | 2.5% |
| Alphabet Inc. | $99.25M | 2.8% |
| Salesforce Inc | $106.82M | 3.0% |
| CRH PUBLIC LTD CO | $109.78M | 3.1% |
| NVIDIA Corp | $111.00M | 3.1% |
| Amazon.com Inc | $134.05M | 3.8% |
| CBRE Group Inc | $147.13M | 4.1% |
| TransUnion | $149.97M | 4.2% |
| Reddit, Inc. | $157.76M | 4.4% |
| Union Pacific Corp | $159.99M | 4.5% |
| PROCORE TECHNOLOGIES, INC. | $168.98M | 4.7% |
| GENERAL ELECTRIC CO | $175.34M | 4.9% |
| SPOTIFY TECHNOLOGY S A | $176.89M | 5.0% |
| SHERWIN WILLIAMS CO | $213.77M | 6.0% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $247.33M | 6.9% |
| Toast, Inc. | $319.18M | 8.9% |
| TKO Group Holdings, Inc. | $599.19M | 16.8% |