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Size ($ in 1000's)
At 12/31/2023: $1,513,676 At 09/30/2023: $1,191,456
XN LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from XN LP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the XN LP top holdings by largest position size, as per the latest 13f filing made by XN LP.
In the XN LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by XN LP in that top holding, then the share count change between reporting periods, and finally the XN LP top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
ENDEAVOR GROUP HLDGS INC |
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$138,107 | EDR | 5,705,418 | +845,249 | $135,390 | Call | 114,500 | +114,500 | $2,717 | GENERAL ELECTRIC CO |
1,001,003 |
+139,852 |
$127,758 | GE | 1,001,003 | +139,852 | $127,758 | WABTEC |
904,786 |
-44,745 |
$114,817 | WAB | 904,786 | -44,745 | $114,817 | PROCORE TECHNOLOGIES INC |
1,617,054 |
+337,661 |
$111,932 | PCOR | 1,617,054 | +337,661 | $111,932 | SALESFORCE INC |
396,383 |
UNCH |
$104,304 | CRM | 396,383 | UNCH | $104,304 | APPLIED MATLS INC |
606,558 |
+15,160 |
$98,305 | AMAT | 606,558 | +15,160 | $98,305 | COMCAST CORP NEW |
2,219,342 |
+1,160,627 |
$97,318 | CMCSA | 2,219,342 | +1,160,627 | $97,318 | ALPHABET INC |
677,241 |
+116,753 |
$95,444 | GOOG | 677,241 | +116,753 | $95,444 | VULCAN MATLS CO |
394,992 |
-21,614 |
$89,667 | VMC | 394,992 | -21,614 | $89,667 | ADOBE INC |
142,043 |
-2,385 |
$84,743 | ADBE | 142,043 | -2,385 | $84,743 | TKO GROUP HOLDINGS INC |
987,185 |
+987,185 |
$80,535 | TKO | 987,185 | +987,185 | $80,535 | ADVANCED MICRO DEVICES INC |
526,813 |
+296,843 |
$77,658 | AMD | 526,813 | +296,843 | $77,658 | CSX CORP |
1,989,946 |
+324,412 |
$68,991 | CSX | 1,989,946 | +324,412 | $68,991 | NETFLIX INC |
137,579 |
-34,688 |
$66,984 | NFLX | 137,579 | -34,688 | $66,984 | TOAST INC |
3,587,886 |
+3,587,886 |
$65,515 | TOST | 3,587,886 | +3,587,886 | $65,515 | AMAZON COM INC |
417,159 |
-9,119 |
$63,383 | AMZN | 417,159 | -9,119 | $63,383 | KKR & CO INC |
258,936 |
+258,936 |
$21,453 | KKR | 258,936 | +258,936 | $21,453 | ELASTIC N V |
53,745 |
-117,000 |
$6,057 | ESTC | 53,745 | -117,000 | $6,057 |
See Full List: All Stocks Held By XN LP
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By XN LP
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