account_balance
Investment manager · 13F filer · SEC CIK 1756558
Xn LP
Reported value$3.8Bas of Jun 30, 2026
Positions27 8 new, 4 sold out
Top 10 weight65.0%SPCX alone is 13%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SPCXSpace Exploration Techn Corp
13.5%New
TKOTko Group Holdings Inc
13.2%Added +31%
SHWSherwin Williams Co
7.1%Added +37%
TSMTaiwan Semiconductor Manufac
6.3%Trimmed −13%
GLWCorning Inc
5.2%Trimmed −24%
SOLSSolstice Advanced Matls Inc
5.0%Trimmed −19%
GEGe Aerospace
4.6%Trimmed −18%
WDCWestern Digital Corp
3.7%Trimmed −20%
AMZNAmazon Com Inc
3.3%Trimmed −7%
HEI-AHeico Corp New
3.2%New
FERGFerguson Enterprises Inc
3.2%Added +110%
TOSTToast Inc
3.2%Trimmed −33%
SPCXSpace Exploration Techn Corp
13.5%New
TKOTko Group Holdings Inc
13.2%Added +31%
SHW7.1%TSM6.3%GLW5.2%SOLS5.0%GE4.6%WDC3.7%AMZN3.3%HEI-A3.2%FERG3.2%TOST3.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPCX Space Exploration Techn Corp 13.5% NewTKO Tko Group Holdings Inc 13.2% Added +31%SHW Sherwin Williams Co 7.1% Added +37%TSM Taiwan Semiconductor Manufac 6.3% Trimmed −13%GLW Corning Inc 5.2% Trimmed −24%SOLS Solstice Advanced Matls Inc 5.0% Trimmed −19%GE Ge Aerospace 4.6% Trimmed −18%WDC Western Digital Corp 3.7% Trimmed −20%AMZN Amazon Com Inc 3.3% Trimmed −7%HEI-A Heico Corp New 3.2% NewFERG Ferguson Enterprises Inc 3.2% Added +110%TOST Toast Inc 3.2% Trimmed −33%
What changed