Xn LP Portfolio Holdings by Sector
Xn LP
- $1.69 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Application | Technology
PCOR CRM WDAY MNDY 4 stocks |
$372,178
21.97% of portfolio
|
  2  
|
  2  
|
  2  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOG SPOT 3 stocks |
$219,100
12.93% of portfolio
|
  2  
|
  1  
|
  2  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
TSM NVDA 2 stocks |
$217,404
12.83% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$176,101
10.4% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consulting Services | Industrials
TRU 1 stocks |
$162,972
9.62% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
TOST 1 stocks |
$158,812
9.37% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$150,366
8.88% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
JCI 1 stocks |
$86,026
5.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$77,193
4.56% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$73,903
4.36% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|