Xn LP
Annual return '25
+19.1%
SPY '25
+17.7%
Alpha
+1.4ptsvs SPY
Invested
$2.7B
Holdings
25
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$TKO
TKO GROUP HOLDINGS INC
Q4 2025: Exited (was 2.70M shares)
14.0%
02
$SOLS
SOLSTICE ADVANCED MATLS INC
Held since at least Q1 2024
7.5%
03
$TSM
TAIWAN SEMICONDUCTOR MANUFAC
Q4 2025: Sold 99.8% (882.8k → 1.9k shares)
7.1%
04
$SHW
SHERWIN WILLIAMS CO
Q4 2025: Sold 99.7% (630.2k → 2.0k shares)
6.7%
05
$TOST
TOAST INC
Q4 2025: Exited (was 5.96M shares)
6.3%
06
$AMAT
APPLIED MATLS INC
Q4 2025: Exited (was 336.9k shares)
6.1%
07
$GE
GE AEROSPACE
Q4 2025: Sold 99.8% (569.2k → 891 shares)
5.9%
08
$MOD
MODINE MFG CO
Held since at least Q1 2024
5.1%
09
$GLW
CORNING INC
Held since at least Q1 2024
5.0%
10
$PCOR
PROCORE TECHNOLOGIES INC
Q4 2025: Exited (was 2.31M shares)
4.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:46 UTC.