Xn Lp Top Holdings and 13F Report (2025) About Xn LpInvestment ActivityXn Lp has $2.53 billion in total holdings as of December 31, 2024.Xn Lp owns shares of 23 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 20.46% of the portfolio was purchased this quarter.About 30.34% of the portfolio was sold this quarter.This quarter, Xn Lp has purchased 22 new stocks and bought additional shares in 4 stocks.Xn Lp sold shares of 11 stocks and completely divested from 5 stocks this quarter.Largest Holdings Procore Technologies $436,638,015TKO GROUP HOLDINGS INC $373,496,913General Electric $186,197,184TransUnion $176,869,820Toast $168,771,920 Largest New Holdings this Quarter Microsoft $111,832,380 HoldingJohnson Controls International $74,326,487 HoldingTaiwan Semiconductor Manufacturing $22,843,471 HoldingFERGUSON ENTERPRISES INC $10,515,391 HoldingCharter Communications $6,882,136 Holding Largest Purchases this Quarter Procore Technologies 3,517,671 shares (about $263.58M)Microsoft 265,320 shares (about $111.83M)Johnson Controls International 941,676 shares (about $74.33M)Taiwan Semiconductor Manufacturing 115,669 shares (about $22.84M)General Electric 82,607 shares (about $13.78M) Largest Sales this Quarter Comcast 2,015,181 shares (about $75.63M)Floor & Decor 623,486 shares (about $62.16M)Alphabet 320,380 shares (about $61.01M)Applied Materials 357,667 shares (about $58.17M)Amazon.com 240,294 shares (about $52.72M) Sector Allocation Over TimeMap of 500 Largest Holdings ofXn Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPCORProcore Technologies$436,638,015$263,579,088 ▲152.3%5,827,27917.3%Computer and TechnologyTKO GROUP HOLDINGS INC$373,496,913$29,101,002 ▼-7.2%2,628,22414.8%CL AGEGeneral Electric$186,197,184$13,778,022 ▲8.0%1,116,3577.4%TransportationTRUTransUnion$176,869,820$5,036,934 ▲2.9%1,907,7757.0%Business ServicesTOSTToast$168,771,920$5,814,067 ▼-3.3%4,630,2316.7%Computer and TechnologyVMCVulcan Materials$156,495,131$28,137,875 ▼-15.2%608,3866.2%ConstructionCRMSalesforce$149,909,894$23,240,281 ▼-13.4%448,3895.9%Computer and TechnologySHWSherwin-Williams$129,802,950$3,724,273 ▲3.0%381,8525.1%Basic MaterialsMSFTMicrosoft$111,832,380$111,832,380 ▲New Holding265,3204.4%Computer and TechnologyGOOGAlphabet$100,222,097$61,013,167 ▼-37.8%526,2664.0%Computer and TechnologyAMZNAmazon.com$90,689,902$52,718,100 ▼-36.8%413,3733.6%Retail/WholesaleAMATApplied Materials$80,730,833$58,167,384 ▼-41.9%496,4083.2%Computer and TechnologyJCIJohnson Controls International$74,326,487$74,326,487 ▲New Holding941,6762.9%ConstructionNVDANVIDIA$69,652,731$406,496 ▼-0.6%518,6742.8%Computer and TechnologyFNDFloor & Decor$61,189,679$62,161,555 ▼-50.4%613,7382.4%Retail/WholesaleKKRKKR & Co. Inc.$38,299,2240.0%258,9361.5%FinanceEDREndeavor Group$34,708,1510.0%1,109,2411.4%Consumer DiscretionaryAMDAdvanced Micro Devices$25,444,655$7,403,581 ▼-22.5%210,6521.0%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$22,843,471$22,843,471 ▲New Holding115,6690.9%Computer and TechnologyCMCSAComcast$19,165,708$75,629,744 ▼-79.8%510,6770.8%Consumer DiscretionaryFERGUSON ENTERPRISES INC$10,515,391$10,515,391 ▲New Holding60,5830.4%COMMON STOCK NEWCHTRCharter Communications$6,882,136$6,882,136 ▲New Holding20,0780.3%Consumer DiscretionarySERVICETITAN INC$5,143,500$5,143,500 ▲New Holding50,0000.2%SHS CL ASPYSPDR S&P 500 ETF Trust$0$286,880,000 ▼-100.0%00.0%FinanceLINEAGE INC$0$39,190,000 ▼-100.0%00.0%COMADBEAdobe$0$33,376,617 ▼-100.0%00.0%Computer and TechnologyESTCElastic$0$3,058,656 ▼-100.0%00.0%Computer and TechnologyIBOTTA INC$0$1,232,200 ▼-100.0%00.0%CLASS A COM SHSShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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