Xn LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.53 Billion distributed in 21 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Toast, Inc. with a value of $231M, Trans Union with a value of $222M, Sherwin Williams CO with a value of $219M, Taiwan Semiconductor Manufacturing CO LTD with a value of $210M, and General Electric CO with a value of $164M.

Examining the 13F form we can see an increase of $839M in the current position value, from $1.69B to 2.53B.

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 $2.53 Billion
Technology: $1.03 Billion
Industrials: $674 Million
Communication Services: $395 Million
Basic Materials: $219 Million
Consumer Cyclical: $147 Million
Real Estate: $66 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 21
  • Current Value $2.53 Billion
  • Prior Value $1.69 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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