XN LP
CIK 1756558
13F filing for Q2 2026・No. 1,102
- Holdings
- US$3.8B
- Quarter change
- +US$1.08B
- Entries
- 27
- Net bought (estimate)
- +US$617.8M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 8
- Sold out 4
- Cut 9
- Added 4
- Corporate actions 0
- Unchanged 6
Largest holdings
27 stocks worth US$3.8B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPCXSPACE EXPLORATION TECHN CORPCLASS A COM STK | New | 3,000,000 | US$512.58M | 13.49% |
| TKOTKO GROUP HOLDINGS INCCL A | Added | 2,492,185 | US$501.7M | 13.20% |
| SHWSHERWIN WILLIAMS COCOM | Added | 784,110 | US$269.98M | 7.11% |
| TSMTSMC ADRSPONSORED ADS | Cut | 498,690 | US$238.16M | 6.27% |
| GLWCORNING INCCOM | Cut | 766,265 | US$195.73M | 5.15% |
| SOLSSOLSTICE ADVANCED MATLS INCCOM SHS | Cut | 2,158,232 | US$191.22M | 5.03% |
| GEGE AEROSPACECOM NEW | Cut | 464,647 | US$173.65M | 4.57% |
| WDCWESTERN DIGITAL CORPCOM | Cut | 219,231 | US$140.03M | 3.69% |
| AMZNAmazonCOM | Cut | 523,428 | US$124.75M | 3.28% |
| HEI.AHEICO CORP NEWCL A | New | 475,566 | US$122.65M | 3.23% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.