38 is the total number of securities XN LP has owned. The longest XN LP has owned a single stock is 8 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| WAB | WABTEC | 8 | 8 | 8.47% | 16.31% | 29.08% | Q4 2021 | Q3 2023 | 8 |
| GOOG | ALPHABET INC | 8 | 8 | 3.70% | 7.18% | 17.70% | Q4 2021 | Q3 2023 | 8 |
| ESTC | ELASTIC N V | 8 | 8 | 1.05% | 5.40% | 12.83% | Q4 2021 | Q3 2023 | 8 |
| CZR | CAESARS ENTERTAINMENT ... | 8 | 8 | 0.24% | 3.90% | 8.88% | Q4 2021 | Q3 2023 | 8 |
| UBER | UBER TECHNOLOGIES INC | 8 | 8 | 0.45% | 3.21% | 8.76% | Q4 2021 | Q3 2023 | 8 |
| CMCSA | COMCAST CORP NEW | 7 | 7 | 3.94% | 8.71% | 13.47% | Q1 2022 | Q3 2023 | 7 |
| AMZN | AMAZON COM INC | 7 | 7 | 4.55% | 5.91% | 8.02% | Q1 2022 | Q3 2023 | 7 |
| PCOR | PROCORE TECHNOLOGIES INC | 6 | 1 | 1.74% | 5.29% | 7.27% | Q4 2021 | Q3 2023 | 7 |
| TDG | TRANSDIGM GROUP INC | 6 | 6 | 9.19% | 11.84% | 16.22% | Q4 2021 | Q1 2023 | 6 |
| V | VISA INC | 5 | 5 | 1.00% | 3.30% | 4.17% | Q3 2022 | Q3 2023 | 5 |
| MSFT | MICROSOFT CORP | 5 | 5 | 0.21% | 1.36% | 3.46% | Q3 2022 | Q3 2023 | 5 |
| FTCH | FARFETCH LTD | 4 | 4 | 0.12% | 1.72% | 3.76% | Q4 2021 | Q3 2022 | 4 |
| EDR | ENDEAVOR GROUP HLDGS INC | 3 | 3 | 7.02% | 8.45% | 10.22% | Q1 2023 | Q3 2023 | 3 |
| CRM | SALESFORCE INC | 3 | 3 | 6.75% | 8.28% | 9.77% | Q1 2023 | Q3 2023 | 3 |
| AMAT | APPLIED MATLS INC | 3 | 3 | 6.87% | 7.91% | 8.44% | Q1 2023 | Q3 2023 | 3 |
| TMUS | T-MOBILE US INC | 3 | 3 | 3.65% | 7.39% | 10.72% | Q1 2022 | Q3 2022 | 3 |
| GENERAL ELECTRIC CO | 3 | 3 | 5.99% | 7.09% | 7.99% | Q1 2023 | Q3 2023 | 3 | |
| VMC | VULCAN MATLS CO | 3 | 3 | 6.59% | 6.88% | 7.06% | Q1 2023 | Q3 2023 | 3 |
| NFLX | NETFLIX INC | 3 | 3 | 1.35% | 4.53% | 6.78% | Q1 2023 | Q3 2023 | 3 |
| AURORA INNOVATION INC | 2 | 1 | 0.61% | 3.42% | 6.15% | Q4 2021 | Q3 2023 | 3 | |
| EUROPEAN WAX CTR INC | 3 | 3 | 1.89% | 2.44% | 2.91% | Q4 2021 | Q2 2022 | 3 | |
| TWLO | TWILIO INC | 3 | 3 | 0.20% | 1.69% | 4.69% | Q1 2022 | Q3 2022 | 3 |
| BKNG | BOOKING HOLDINGS INC | 2 | 2 | 8.14% | 10.66% | 13.19% | Q4 2021 | Q1 2022 | 2 |
| SPLK | SPLUNK INC | 2 | 2 | 6.02% | 6.92% | 7.83% | Q1 2022 | Q2 2022 | 2 |
| ADBE | ADOBE SYSTEMS INCORPOR... | 2 | 2 | 5.13% | 5.66% | 6.18% | Q2 2023 | Q3 2023 | 2 |
| MTCH | MATCH GROUP INC NEW | 2 | 2 | 3.18% | 5.09% | 7.01% | Q1 2022 | Q2 2022 | 2 |
| CMCSA | COMCAST CORP NEW | 2 | 2 | 3.62% | 4.00% | 4.39% | Q4 2021 | Q1 2022 | 2 |
| ATVI | ACTIVISION BLIZZARD INC | 2 | 2 | 2.38% | 3.23% | 4.08% | Q2 2023 | Q3 2023 | 2 |
| ETWO | E2OPEN PARENT HOLDINGS... | 2 | 2 | 0.81% | 2.26% | 3.70% | Q4 2021 | Q1 2022 | 2 |
| UPWK | UPWORK INC | 2 | 2 | 1.61% | 2.00% | 2.39% | Q1 2022 | Q2 2022 | 2 |
| APP | APPLOVIN CORP | 1 | 1 | 7.12% | 7.12% | 7.12% | Q4 2021 | Q4 2021 | 1 |
| CSX | CSX CORP | 1 | 1 | 4.30% | 4.30% | 4.30% | Q3 2023 | Q3 2023 | 1 |
| AMD | ADVANCED MICRO DEVICES... | 1 | 1 | 1.98% | 1.98% | 1.98% | Q3 2023 | Q3 2023 | 1 |
| NU HLDGS LTD | 1 | 1 | 1.64% | 1.64% | 1.64% | Q4 2021 | Q4 2021 | 1 | |
| UBER | UBER TECHNOLOGIES INC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q4 2021 | Q4 2021 | 1 |
| BURL | BURLINGTON STORES INC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2022 | Q4 2022 | 1 |
| EVOLV TECHNOLOGIES HLD... | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2021 | Q4 2021 | 1 | |
| ENGAGESMART INC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2021 | Q4 2021 | 1 | |
Download | |||||||||
The securities at the top of the list , including WABTEC, ALPHABET INC, and ELASTIC N V, are the highest-conviction holdings of XN LP.
The conviction is calculated by counting the number of quarters a security has been reported by XN LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that XN LP owns currently or has owned in the past.