Thomas L. O'Grady

Xn Lp

Assets Managed

$2.722B

Holdings

Last Quarter

2026 - Q1

Filed Date

27d ago

Growth Rate

-23.72%(2Q avg: -9.39%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Xn Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 23 positions.

Assets under management

The assets under management (AUM) of Xn Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.722B in assets, with a quarterly growth rate of -23.72% and a 2-quarter average growth rate of -9.39%. The portfolio is managed by Thomas L. O'Grady, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
TKO Tko Group Holdings Inc Recent Activity Decreased -33.88%	14.05%	$382.23M 1.896M shares@ $201.65 avg price	Decreased -33.88%
SOLS Solstice Adv Materials Inc Recent Activity Increased 274.51%	7.46%	$202.987M 2.665M shares@ $76.17 avg price	Increased 274.51%
TSM Taiwan Semiconductor-sp Adr Recent Activity Decreased -29.83%	7.1%	$192.996M 571,078 shares@ $337.95 avg price	Decreased -29.83%
SHW Sherwin-williams Co The Recent Activity Decreased -13.4%	6.73%	$183.123M 571,278 shares@ $320.56 avg price	Decreased -13.4%
TOST Toast Inc-class A Recent Activity Decreased -27.57%	6.35%	$172.578M 6.51M shares@ $26.51 avg price	Decreased -27.57%
AMAT Applied Materials Inc Recent Activity Increased 43.44%	6.07%	$165.167M 483,240 shares@ $341.8 avg price	Increased 43.44%
GE General Electric Recent Activity	5.94%	$161.53M 569,227 shares@ $283.78 avg price
MOD Modine Manufacturing Co Recent Activity New Position	5.15%	$140.067M 646,333 shares@ $216.71 avg price	New Position
GLW Corning Inc Recent Activity New Position	5.05%	$137.386M 1.01M shares@ $135.98 avg price	New Position
PCOR Procore Technologies Inc Recent Activity Decreased -4.52%	4.65%	$126.427M 2.218M shares@ $57.0 avg price	Decreased -4.52%

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