XN LP
XN LP reported 27 positions worth $3.80B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SPCX (13.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPCX | SH | $512.6M | 13.49% | 3,000,000 | — | — | |
| ▸ 2 | TKO | SH | $501.7M | 13.20% | 2,492,185 | — | — | |
| ▸ 3 | SHW | SH | $270.0M | 7.11% | 784,110 | — | — | |
| ▸ 4 | TSM | SH | $238.2M | 6.27% | 498,690 | — | — | |
| ▸ 5 | GLW | SH | $195.7M | 5.15% | 766,265 | — | — | |
| ▸ 6 | SOLS | SH | $191.2M | 5.03% | 2,158,232 | — | — | |
| ▸ 7 | GE | SH | $173.7M | 4.57% | 464,647 | — | — | |
| ▸ 8 | WDC | SH | $140.0M | 3.69% | 219,231 | — | — | |
| ▸ 9 | AMZN | SH | $124.8M | 3.28% | 523,428 | — | — | |
| ▸ 10 | HEI-A | SH | $122.7M | 3.23% | 475,566 | — | — |
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Upgrade to ProRead the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does XN LP hold as of Q2 2026?
XN LP reported 27 positions worth $3.80B in its Q2 2026 13F filing. Largest positions: SPCX (13.5%), TKO (13.2%), SHW (7.1%), TSM (6.3%) and GLW (5.2%).
What did XN LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did XN LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.