XN LP
New York NY · SEC CIK 0001756558
$37.99亿2026Q2 申报市值
27持仓数
65.0%前十大占比 · 第一大 13.5%
8 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPCX 新建仓+$5.13亿
HEI/A 新建仓+$1.23亿
TKO 加仓+$1.20亿
AUR 新建仓+$1.05亿
MAIR 新建仓+$1.03亿
2026Q2 卖出最多 按季末市值估算
AMAT 清仓-$1.65亿
MOD 清仓-$1.40亿
GLW 减仓-$6,236.22万
TOST 减仓-$5,899.97万
CBRE 清仓-$5,421.39万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | -483,240 | -100.0% | -$1.65亿 | 清仓 |
| MOD | MODINE MFG CO | $0 | 0.00% | 0 | -646,333 | -100.0% | -$1.40亿 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -400,221 | -100.0% | -$5,421.39万 | 清仓 |
| BE | BLOOM ENERGY CORP | $0 | 0.00% | 0 | -90,257 | -100.0% | -$1,222.89万 | 清仓 |
| FIG | FIGMA INC | $654.46万 | 0.17% | 361,779 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $2,407.69万 | 0.63% | 164,786 | 0 | 0.0% | — | 不变 |
| FRVO | FERVO ENERGY CO | $2,655.55万 | 0.70% | 908,500 | 908,500 | — | $2,655.55万 | 新建仓 |
| DPC | DPC HOLDINGS PLC | $4,762.71万 | 1.25% | 970,793 | 970,793 | — | $4,762.71万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $5,700.28万 | 1.50% | 2,138,141 | 0 | 0.0% | — | 不变 |
| WULF | TERAWULF INC | $6,537.88万 | 1.72% | 2,646,914 | 2,646,914 | — | $6,537.88万 | 新建仓 |
| WAT | WATERS CORP | $7,243.75万 | 1.91% | 193,146 | 193,146 | — | $7,243.75万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $7,347.55万 | 1.93% | 160,032 | -66,939 | -29.5% | -$3,073.37万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $9,009.62万 | 2.37% | 2,218,026 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $9,412.53万 | 2.48% | 879,676 | 0 | 0.0% | — | 不变 |
| MAIR | MADISON AIR SOLUTIONS CORP | $1.03亿 | 2.70% | 2,630,403 | 2,630,403 | — | $1.03亿 | 新建仓 |
| GOOG | ALPHABET INC | $1.03亿 | 2.72% | 292,804 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION INC | $1.05亿 | 2.77% | 15,447,541 | 15,447,541 | — | $1.05亿 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $1.06亿 | 2.78% | 171,170 | -17,627 | -9.3% | -$1,087.30万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.10亿 | 2.90% | 550,888 | 21,318 | 4.0% | $426.55万 | 加仓 |
| TOST | TOAST INC | $1.22亿 | 3.21% | 4,389,160 | -2,120,764 | -32.6% | -$5,899.97万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $1.22亿 | 3.22% | 515,420 | 269,999 | 110.0% | $6,407.89万 | 加仓 |
| HEI/A | HEICO CORP NEW | $1.23亿 | 3.23% | 475,566 | 475,566 | — | $1.23亿 | 新建仓 |
| AMZN | AMAZON COM INC | $1.25亿 | 3.28% | 523,428 | -41,800 | -7.4% | -$996.26万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $1.40亿 | 3.69% | 219,231 | -56,251 | -20.4% | -$3,592.86万 | 减仓 |
| GE | GE AEROSPACE | $1.74亿 | 4.57% | 464,647 | -104,580 | -18.4% | -$3,908.47万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1.91亿 | 5.03% | 2,158,232 | -507,036 | -19.0% | -$4,492.34万 | 减仓 |
| GLW | CORNING INC | $1.96亿 | 5.15% | 766,265 | -244,146 | -24.2% | -$6,236.22万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.38亿 | 6.27% | 498,690 | -72,388 | -12.7% | -$3,457.03万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $2.70亿 | 7.11% | 784,110 | 212,832 | 37.3% | $7,328.23万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $5.02亿 | 13.20% | 2,492,185 | 596,672 | 31.5% | $1.20亿 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $5.13亿 | 13.49% | 3,000,000 | 3,000,000 | — | $5.13亿 | 新建仓 |