HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ENDEAVOR GROUP HLDGS INC |
$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 | $6,057 |
See Full List: All Stocks Held By XN LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By XN LP
|
Size ($ 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 |
