XN LP
New York NY · SEC CIK 0001756558
$27.22亿2026Q1 申报市值
23持仓数
68.5%前十大占比 · 第一大 14.0%
5 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SOLS 加仓+$1.49亿
MOD 新建仓+$1.40亿
GLW 新建仓+$1.37亿
WDC 新建仓+$7,451.51万
CRS 新建仓+$7,441.43万
2026Q1 卖出最多 按季末市值估算
TKO 减仓-$1.96亿
UNP 清仓-$1.60亿
RDDT 清仓-$1.58亿
TRU 清仓-$1.50亿
CRM 清仓-$1.07亿
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| TKO | TKO GROUP HOLDINGS INC | $3.82亿 | 14.04% | 1,895,513 | -971,430 | -33.9% | -$1.96亿 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $2.03亿 | 7.46% | 2,665,268 | 1,953,594 | 274.5% | $1.49亿 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.93亿 | 7.09% | 571,078 | -242,788 | -29.8% | -$8,205.02万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $1.83亿 | 6.73% | 571,278 | -88,451 | -13.4% | -$2,835.30万 | 减仓 |
| TOST | TOAST INC | $1.73亿 | 6.34% | 6,509,924 | -2,478,462 | -27.6% | -$6,570.40万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1.65亿 | 6.07% | 483,240 | 146,340 | 43.4% | $5,001.75万 | 加仓 |
| GE | GE AEROSPACE | $1.62亿 | 5.93% | 569,227 | 0 | 0.0% | — | 不变 |
| MOD | MODINE MFG CO | $1.40亿 | 5.15% | 646,333 | 646,333 | — | $1.40亿 | 新建仓 |
| GLW | CORNING INC | $1.37亿 | 5.05% | 1,010,411 | 1,010,411 | — | $1.37亿 | 新建仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $1.26亿 | 4.65% | 2,218,026 | -105,005 | -4.5% | -$598.53万 | 减仓 |
| AMZN | AMAZON COM INC | $1.18亿 | 4.33% | 565,228 | -15,526 | -2.7% | -$323.36万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.10亿 | 4.04% | 226,971 | -77,631 | -25.5% | -$3,764.40万 | 减仓 |
| CRH | CRH PLC | $9,247.15万 | 3.40% | 879,676 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $9,235.70万 | 3.39% | 529,570 | -65,579 | -11.0% | -$1,143.70万 | 减仓 |
| GOOG | ALPHABET INC | $8,399.38万 | 3.09% | 292,804 | -23,481 | -7.4% | -$673.58万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $7,451.51万 | 2.74% | 275,482 | 275,482 | — | $7,451.51万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $7,441.43万 | 2.73% | 188,797 | 188,797 | — | $7,441.43万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $5,871.34万 | 2.16% | 2,138,141 | -946,231 | -30.7% | -$2,598.35万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $5,724.69万 | 2.10% | 245,421 | 32,911 | 15.5% | $767.68万 | 加仓 |
| CBRE | CBRE GROUP INC | $5,421.39万 | 1.99% | 400,221 | -514,846 | -56.3% | -$6,974.10万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $2,157.87万 | 0.79% | 164,786 | -281,655 | -63.1% | -$3,688.27万 | 减仓 |
| BE | BLOOM ENERGY CORP | $1,222.89万 | 0.45% | 90,257 | 90,257 | — | $1,222.89万 | 新建仓 |
| FIG | FIGMA INC | $764.80万 | 0.28% | 361,779 | -184,529 | -33.8% | -$390.09万 | 减仓 |
| UNP | UNION PAC CORP | $0 | 0.00% | 0 | -691,658 | -100.0% | -$1.60亿 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -686,301 | -100.0% | -$1.58亿 | 清仓 |
| TRU | TRANSUNION | $0 | 0.00% | 0 | -1,748,965 | -100.0% | -$1.50亿 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -403,232 | -100.0% | -$1.07亿 | 清仓 |
| MDLN | MEDLINE INC | $0 | 0.00% | 0 | -1,502,000 | -100.0% | -$6,308.40万 | 清仓 |
| CNM | CORE & MAIN INC | $0 | 0.00% | 0 | -698,200 | -100.0% | -$3,628.55万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -51,313 | -100.0% | -$3,387.12万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -56,689 | -100.0% | -$2,741.59万 | 清仓 |