Xn Lp Top Holdings and 13F Report (2024) → The only financial event in 2024 that matters (From Porter & Company) (Ad) About Xn LpInvestment ActivityXn Lp has $2.50 billion in total holdings as of March 31, 2024.Xn Lp owns shares of 20 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 36.59% of the portfolio was purchased this quarter.About 6.19% of the portfolio was sold this quarter.This quarter, Xn Lp has purchased 19 new stocks and bought additional shares in 9 stocks.Xn Lp sold shares of 6 stocks and completely divested from 2 stocks this quarter.Largest Holdings General Electric $514,897,420Adobe $262,530,260Alphabet $175,354,340TKO GROUP HOLDINGS INC $171,380,928Westinghouse Air Brake Technologies $156,438,031 Largest New Holdings this Quarter TransUnion $53,441,102 HoldingNVIDIA $46,201,733 HoldingGENERAL ELECTRIC CO $24,387,629 Holding Largest Purchases this Quarter General Electric 1,932,384 shares (about $339.19M)Adobe 378,231 shares (about $190.86M)TKO GROUP HOLDINGS INC 996,161 shares (about $86.08M)Alphabet 474,436 shares (about $72.24M)TransUnion 669,688 shares (about $53.44M) Largest Sales this Quarter Endeavor Group 953,861 shares (about $24.54M)Procore Technologies 220,615 shares (about $18.13M)Applied Materials 86,067 shares (about $17.75M)Amazon.com 95,794 shares (about $17.28M)Salesforce 22,510 shares (about $6.78M) 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 PortfolioSectorGEGeneral Electric$514,897,420$339,191,363 ▲193.0%2,933,38720.6%TransportationADBEAdobe$262,530,260$190,855,362 ▲266.3%520,27410.5%Computer and TechnologyGOOGAlphabet$175,354,340$72,237,625 ▲70.1%1,151,6777.0%Computer and TechnologyTKO GROUP HOLDINGS INC$171,380,928$86,078,272 ▲100.9%1,983,3466.8%CL AWABWestinghouse Air Brake Technologies$156,438,031$24,628,806 ▲18.7%1,073,8476.2%TransportationCMCSAComcast$128,023,908$31,815,432 ▲33.1%2,953,2625.1%Consumer DiscretionaryTOSTToast$125,976,207$36,566,088 ▲40.9%5,055,2255.0%Computer and TechnologyEDREndeavor Group$125,203,647$24,542,844 ▼-16.4%4,866,0575.0%Consumer DiscretionaryVMCVulcan Materials$116,607,526$8,806,310 ▲8.2%427,2594.7%ConstructionPCORProcore Technologies$114,745,393$18,127,935 ▼-13.6%1,396,4394.6%Business ServicesCRMSalesforce$112,603,070$6,779,562 ▼-5.7%373,8734.5%Computer and TechnologyAMATApplied Materials$107,340,859$17,749,597 ▼-14.2%520,4914.3%Computer and TechnologyAMDAdvanced Micro Devices$97,142,064$2,057,586 ▲2.2%538,2133.9%Computer and TechnologyNFLXNetflix$83,555,8540.0%137,5793.3%Consumer DiscretionaryAMZNAmazon.com$57,967,819$17,279,322 ▼-23.0%321,3652.3%Retail/WholesaleTRUTransUnion$53,441,102$53,441,102 ▲New Holding669,6882.1%Business ServicesNVDANVIDIA$46,201,733$46,201,733 ▲New Holding51,1331.8%Computer and TechnologyKKRKKR & Co. Inc.$26,043,7830.0%258,9361.0%FinanceGENERAL ELECTRIC CO$24,387,629$24,387,629 ▲New Holding165,8121.0%COMESTCElastic$4,611,541$775,858 ▼-14.4%46,0050.2%Business ServicesCSXCSX$0$68,991,428 ▼-100.0%00.0%TransportationCZRCaesars Entertainment$0$704,935 ▼-100.0%00.0%Consumer DiscretionaryShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
