Xn LP Portfolio Holdings

Xn LP

$2.34 Billion
Q3 2025

Xn LP has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.34 Billion distributed in 22 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Taiwan Semiconductor Manufacturing CO LTD with a value of $247M, Sherwin Williams CO with a value of $218M, Toast, Inc. with a value of $218M, Trans Union with a value of $205M, and Union Pacific Corp with a value of $192M.

Examining the 13F form we can see an decrease of $194M in the current position value, from $2.53B to 2.34B.

Xn LP is based out at New York, NY

Below you can find more details about Xn LP portfolio as well as his latest detailed transactions.

Portfolio value $2.34 Billion

Technology: $938 Million

Industrials: $600 Million

Communication Services: $429 Million

Basic Materials: $218 Million

Consumer Cyclical: $154 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
TSM Taiwan Semiconductor Manufacturing CO LTD Technology	$1.46T	$247 Million 10.54% of portfolio	882,755	Q3 2025 Reduced 4.88%
GE General Electric CO Industrials	$328B	$171 Million 7.32% of portfolio	569,227	Q3 2025 Reduced 10.49%
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$154 Million 6.6% of portfolio	703,384	Q3 2025 Added 5.18%
NVDA Nvidia Corp Technology	$465B	$105 Million 4.47% of portfolio	560,331	Q3 2025 Added 16.65%
CRM Salesforce, Inc. Technology	$237B	$93.2 Million 3.98% of portfolio	393,429	Q3 2025 Reduced 16.76%
META Meta Platforms, Inc. Communication Services	$1.37T	$88.4 Million 3.78% of portfolio	120,319	Q3 2025 Reduced 21.0%
GOOG Alphabet Inc. Communication Services	$1.74T	$77 Million 3.29% of portfolio	316,285	Q3 2025 Reduced 34.7%

Summary

Portfolio
No. of Stocks 22
Current Value $2.34 Billion
Prior Value $2.53 Billion
Filing
Period Q3 2025
Filing Date November 12, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 4 stocks
Additional Purchases 7 stocks
Sold out of 0 stocks
Reduced holdings in 9 stocks

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