Xn LP Portfolio Holdings by Sector
Xn LP
- $2.53 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Specialty Industrial Machinery | Industrials
GE GE 2 stocks |
$421,068
16.62% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
1
Calls
0
Puts
|
Software—Application | Technology
PCOR MNDY CRM 3 stocks |
$415,939
16.42% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META SPOT DASH GOOG 4 stocks |
$395,262
15.6% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
TSM NVDA 2 stocks |
$286,088
11.29% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
TOST 1 stocks |
$230,838
9.11% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consulting Services | Industrials
TRU 1 stocks |
$222,227
8.77% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$219,039
8.65% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$146,710
5.79% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$99,982
3.95% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
CBRE 1 stocks |
$66,043
2.61% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
JCI 1 stocks |
$30,297
1.2% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|