XN
$2.7B Assets Reported
31 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TKO | TKO GROUP HOLDINGS INC | 1,895,513 | $382M | 14.0% |
| SOLS | SOLSTICE ADVANCED MATLS INC | 2,665,268 | $203M | 7.5% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 571,078 | $193M | 7.1% |
| SHW | SHERWIN WILLIAMS CO | 571,278 | $183M | 6.7% |
| TOST | TOAST INC | 6,509,924 | $173M | 6.3% |
| AMAT | APPLIED MATLS INC | 483,240 | $165M | 6.1% |
| GE | GE AEROSPACE | 569,227 | $162M | 5.9% |
| MOD | MODINE MFG CO | 646,333 | $140M | 5.1% |
| GLW | CORNING INC | 1,010,411 | $137M | 5.0% |
| PCOR | PROCORE TECHNOLOGIES INC | 2,218,026 | $126M | 4.6% |
Track XN's 13F portfolio: $2.7B in reported holdings, 31 positions. Top holdings, AUM, and quarterly changes on SentiSense.