{"data":{"profile":{"id":"b7ef357c-d10c-4fa5-9967-01da268e481c","slug":"xn","displayName":"XN","publicPageEnabled":true,"trackingTier":"FIRST_WAVE","isActive":true,"data":{"summary":"A concentrated growth investor spanning public and private technology companies.","strategyTags":["Growth","Technology","Software"],"schemaVersion":1},"createdAt":"2026-07-18T23:28:04.697Z","updatedAt":"2026-07-21T18:00:07.476Z"},"managers":[{"id":"1738633e-75cd-4663-ae1d-d5a71d8f5b0f","investorProfileId":"b7ef357c-d10c-4fa5-9967-01da268e481c","cik":"0001756558","legalName":"XN LP","isActive":true,"data":{"sourceUrl":"https://data.sec.gov/submissions/CIK0001756558.json","schemaVersion":1},"firstTrackedAt":"2026-07-18T23:28:04.697Z","lastDiscoveryAt":"2026-07-21T18:00:07.436Z","createdAt":"2026-07-18T23:28:04.697Z","updatedAt":"2026-07-21T18:00:07.476Z"}],"snapshot":{"id":"965a3000-c4ef-4885-b456-32d16dfbaf16","managerId":"1738633e-75cd-4663-ae1d-d5a71d8f5b0f","reportPeriod":"2023-12-31","throughFilingId":"197c9d6d-d50f-4ee8-8dc5-676df44a6cea","methodologyVersion":"sec-13f-snapshot-v1","completeness":"COMPLETE","canonicalHash":"ab80ce066ea9b9f117a5660efd62079e070423dde1fc96ef5a8aa99bb01c39f5","summary":{"counts":{"long":19,"puts":0,"calls":1,"mapped":0,"rawLines":20,"unmapped":20,"aiCovered":0,"positions":20,"otherSecurities":0},"values":{"disclosedLongUsd":"1510958919","putUnderlyingUsd":"0","callUnderlyingUsd":"2717085","informationTableUsd":"1513676004"},"coverage":{"aiPositionRatio":0,"aiLongValueRatio":0,"mappingPositionRatio":0,"mappingLongValueRatio":0},"warnings":["Form 13F is a delayed quarter-end disclosure and is not a current portfolio.","Options show reported underlying value, not premium paid, fund exposure, or manager intent.","AI sentiment is shown only for reviewed security mappings."],"concentration":{"top3":0.250149,"top5":0.393261,"top10":0.701328},"schemaVersion":1},"createdAt":"2026-07-19T00:02:58.694Z"},"filing":{"id":"197c9d6d-d50f-4ee8-8dc5-676df44a6cea","managerId":"1738633e-75cd-4663-ae1d-d5a71d8f5b0f","ingestionRunId":"346ccbd3-084a-48d8-9977-f3daa58ede14","accessionNumber":"0001172661-24-001043","formType":"13F-HR","reportPeriod":"2023-12-31","filedAt":"2024-02-14","acceptedAt":"2024-02-14T15:30:58.000Z","processingStatus":"VALIDATED","sourceStatus":"ACTIVE","data":{"hashes":{"raw":"1b737e2aa3d589ba166ecb86fa137c17879ce8f869c366f6240fcfa1698f9fca","canonical":"2db863339f18ec1ed76eb729c0b4fa85646057a5406385b838a8ba702bee4993"},"source":{"directoryUrl":"https://www.sec.gov/Archives/edgar/data/1756558/000117266124001043","filingDetailUrl":"https://www.sec.gov/Archives/edgar/data/1756558/000117266124001043/0001172661-24-001043-index.html","coverDocumentUrl":"https://www.sec.gov/Archives/edgar/data/1756558/000117266124001043/primary_doc.xml","informationTableUrl":"https://www.sec.gov/Archives/edgar/data/1756558/000117266124001043/infotable.xml","completeSubmissionUrl":"https://www.sec.gov/Archives/edgar/data/1756558/000117266124001043/0001172661-24-001043.txt"},"parsing":{"parserVersion":"sec-13f-v1"},"summary":{"valueUnit":"USD","entryCount":20,"reportedValue":"1513676004","normalizedValueUsd":"1513676004"},"artifacts":[{"kind":"COVER_XML","byteSize":2189,"fetchedAt":"2026-07-19T00:02:58.465Z","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1756558/000117266124001043/primary_doc.xml","contentHash":"c9e0155468c28767a164735992162e654c369ffd21e03480fcefcb7b66486678","contentType":"text/xml","parserVersion":"sec-13f-v1"},{"kind":"INFORMATION_TABLE_XML","byteSize":9611,"fetchedAt":"2026-07-19T00:02:58.490Z","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1756558/000117266124001043/infotable.xml","contentHash":"97ecba1c47396b50ee64fe9aeaa2d473b0fcb27e0c058195773af4cd569006fa","contentType":"text/xml","parserVersion":"sec-13f-v1"},{"kind":"COMPLETE_SUBMISSION","byteSize":13092,"fetchedAt":"2026-07-19T00:02:58.615Z","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1756558/000117266124001043/0001172661-24-001043.txt","contentHash":"0ad00ae0c608fb1f8506175f8e3b4cbe41a9fb9c06d982567c25c86cb921f044","contentType":"text/plain","parserVersion":"sec-13f-v1"}],"extensions":{},"reportType":"HOLDINGS","schemaVersion":1,"includesHoldings":true,"hasConfidentialOmissions":false},"firstSeenAt":"2026-07-19T00:02:58.181Z","lastSeenAt":"2026-07-21T18:00:07.378Z","createdAt":"2026-07-19T00:02:58.181Z","updatedAt":"2026-07-21T18:00:07.378Z"},"positions":[{"id":"5547ba3a-f543-4c7f-b0b7-7cefd369d853","positionKey":"b01b4bf9-15cf-463b-98d2-39191919dd5f:CALL","positionKind":"CALL","marketValueUsd":"2717085","longBookWeight":null,"sharesPrincipal":{"type":"SH","amount":"114500"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"470b8e63-8389-4077-94cf-3b9711598fe9"},"security":{"id":"b01b4bf9-15cf-463b-98d2-39191919dd5f","cusip":"29260Y109","issuerName":"ENDEAVOR GROUP HLDGS INC","classTitle":"CL A COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"468f5173-b426-4c36-8b38-9cb4e6d5c5ae","positionKey":"b01b4bf9-15cf-463b-98d2-39191919dd5f:LONG","positionKind":"LONG","marketValueUsd":"135389569","longBookWeight":"0.08960506","sharesPrincipal":{"type":"SH","amount":"5705418"},"comparison":{"status":"INCREASED","priorSnapshotId":"470b8e63-8389-4077-94cf-3b9711598fe9","shareChangePercent":"17.3913","valueChangePercent":"39.9847","shareChangeAbsolute":"845249","valueChangeAbsolute":"38672206"},"security":{"id":"b01b4bf9-15cf-463b-98d2-39191919dd5f","cusip":"29260Y109","issuerName":"ENDEAVOR GROUP HLDGS INC","classTitle":"CL A COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"69bfc614-1f01-451f-a6c0-ec4974b134ed","positionKey":"140a2f2b-40c7-4632-906b-209ebe21d40b:LONG","positionKind":"LONG","marketValueUsd":"127758013","longBookWeight":"0.08455425","sharesPrincipal":{"type":"SH","amount":"1001003"},"comparison":{"status":"INCREASED","priorSnapshotId":"470b8e63-8389-4077-94cf-3b9711598fe9","shareChangePercent":"16.2401","valueChangePercent":"34.1992","shareChangeAbsolute":"139852","valueChangeAbsolute":"32557770"},"security":{"id":"140a2f2b-40c7-4632-906b-209ebe21d40b","cusip":"369604301","issuerName":"GENERAL ELECTRIC CO","classTitle":"COM NEW","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"23d94ab2-78ad-4a6b-b548-0f76167b2c2e","positionKey":"b8856814-9e7d-41ab-9f28-942e2feb3db4:LONG","positionKind":"LONG","marketValueUsd":"114817343","longBookWeight":"0.07598971","sharesPrincipal":{"type":"SH","amount":"904786"},"comparison":{"status":"REDUCED","priorSnapshotId":"470b8e63-8389-4077-94cf-3b9711598fe9","shareChangePercent":"-4.7123","valueChangePercent":"13.7856","shareChangeAbsolute":"-44745","valueChangeAbsolute":"13910684"},"security":{"id":"b8856814-9e7d-41ab-9f28-942e2feb3db4","cusip":"929740108","issuerName":"WABTEC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"0d49e321-3be7-4fa9-9cec-508c679349fe","positionKey":"aac9e929-4534-4754-a049-09c96b52f7b3:LONG","positionKind":"LONG","marketValueUsd":"111932478","longBookWeight":"0.07408042","sharesPrincipal":{"type":"SH","amount":"1617054"},"comparison":{"status":"INCREASED","priorSnapshotId":"470b8e63-8389-4077-94cf-3b9711598fe9","shareChangePercent":"26.3922","valueChangePercent":"33.9386","shareChangeAbsolute":"337661","valueChangeAbsolute":"28362527"},"security":{"id":"aac9e929-4534-4754-a049-09c96b52f7b3","cusip":"74275K108","issuerName":"PROCORE TECHNOLOGIES INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"57171d3c-29ee-48d3-816c-e4a88aa03324","positionKey":"af8c3851-cca6-45cc-aac6-453fe4d09e20:LONG","positionKind":"LONG","marketValueUsd":"104304223","longBookWeight":"0.06903180","sharesPrincipal":{"type":"SH","amount":"396383"},"comparison":{"status":"UNCHANGED","priorSnapshotId":"470b8e63-8389-4077-94cf-3b9711598fe9","shareChangePercent":"0.0","valueChangePercent":"29.7662","shareChangeAbsolute":"0","valueChangeAbsolute":"23925678"},"security":{"id":"af8c3851-cca6-45cc-aac6-453fe4d09e20","cusip":"79466L302","issuerName":"SALESFORCE INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"f7d982f1-ff3f-47e8-a700-3466bb47f80b","positionKey":"152b00a3-98f0-4a96-b392-e86f26cc9480:LONG","positionKind":"LONG","marketValueUsd":"98304855","longBookWeight":"0.06506123","sharesPrincipal":{"type":"SH","amount":"606558"},"comparison":{"status":"INCREASED","priorSnapshotId":"470b8e63-8389-4077-94cf-3b9711598fe9","shareChangePercent":"2.5634","valueChangePercent":"20.061","shareChangeAbsolute":"15160","valueChangeAbsolute":"16425802"},"security":{"id":"152b00a3-98f0-4a96-b392-e86f26cc9480","cusip":"038222105","issuerName":"APPLIED MATLS INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"39c2a9e1-d7ac-4288-a71b-0f1ec2146c8f","positionKey":"5b2f6928-0d13-4aaf-8c6c-22033c4a6505:LONG","positionKind":"LONG","marketValueUsd":"97318147","longBookWeight":"0.06440820","sharesPrincipal":{"type":"SH","amount":"2219342"},"comparison":{"status":"INCREASED","priorSnapshotId":"470b8e63-8389-4077-94cf-3b9711598fe9","shareChangePercent":"109.626","valueChangePercent":"107.3094","shareChangeAbsolute":"1160627","valueChangeAbsolute":"50374724"},"security":{"id":"5b2f6928-0d13-4aaf-8c6c-22033c4a6505","cusip":"20030N101","issuerName":"COMCAST CORP NEW","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"d6d4c8e1-5262-4bfa-864c-0148c58b6665","positionKey":"c92fb740-a357-4857-8f1a-9fd8358fb6af:LONG","positionKind":"LONG","marketValueUsd":"95443574","longBookWeight":"0.06316755","sharesPrincipal":{"type":"SH","amount":"677241"},"comparison":{"status":"INCREASED","priorSnapshotId":"470b8e63-8389-4077-94cf-3b9711598fe9","shareChangePercent":"20.8305","valueChangePercent":"29.1517","shareChangeAbsolute":"116753","valueChangeAbsolute":"21543231"},"security":{"id":"c92fb740-a357-4857-8f1a-9fd8358fb6af","cusip":"02079K107","issuerName":"ALPHABET INC","classTitle":"CAP STK CL C","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"630abf8b-aa08-466a-9f6d-92f15234b5f8","positionKey":"1ea13fa1-cbdf-4fdb-9d9b-66fb7255d1f4:LONG","positionKind":"LONG","marketValueUsd":"89667134","longBookWeight":"0.05934452","sharesPrincipal":{"type":"SH","amount":"394992"},"comparison":{"status":"REDUCED","priorSnapshotId":"470b8e63-8389-4077-94cf-3b9711598fe9","shareChangePercent":"-5.1881","valueChangePercent":"6.5401","shareChangeAbsolute":"-21614","valueChangeAbsolute":"5504390"},"security":{"id":"1ea13fa1-cbdf-4fdb-9d9b-66fb7255d1f4","cusip":"929160109","issuerName":"VULCAN MATLS CO","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"b5b5afd6-8fe3-48cf-8b1c-5b27f4becea2","positionKey":"a20104dd-4fa8-4b61-a226-d8810fb89aed:LONG","positionKind":"LONG","marketValueUsd":"84742854","longBookWeight":"0.05608547","sharesPrincipal":{"type":"SH","amount":"142043"},"comparison":{"status":"REDUCED","priorSnapshotId":"470b8e63-8389-4077-94cf-3b9711598fe9","shareChangePercent":"-1.6513","valueChangePercent":"15.0712","shareChangeAbsolute":"-2385","valueChangeAbsolute":"11099017"},"security":{"id":"a20104dd-4fa8-4b61-a226-d8810fb89aed","cusip":"00724F101","issuerName":"ADOBE INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"cfaa8e51-5ab1-450f-93f7-470c2a16e323","positionKey":"5cd38de5-b78a-404b-90b6-7cfa0351f76b:LONG","positionKind":"LONG","marketValueUsd":"80534552","longBookWeight":"0.05330029","sharesPrincipal":{"type":"SH","amount":"987185"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"470b8e63-8389-4077-94cf-3b9711598fe9"},"security":{"id":"5cd38de5-b78a-404b-90b6-7cfa0351f76b","cusip":"87256C101","issuerName":"TKO GROUP HOLDINGS INC","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"8c03bb6c-0703-42e4-b110-5b0e71878ca6","positionKey":"faea032e-ccfc-4341-bf24-c3881c76a66e:LONG","positionKind":"LONG","marketValueUsd":"77657504","longBookWeight":"0.05139617","sharesPrincipal":{"type":"SH","amount":"526813"},"comparison":{"status":"INCREASED","priorSnapshotId":"470b8e63-8389-4077-94cf-3b9711598fe9","shareChangePercent":"129.079","valueChangePercent":"228.4238","shareChangeAbsolute":"296843","valueChangeAbsolute":"54011989"},"security":{"id":"faea032e-ccfc-4341-bf24-c3881c76a66e","cusip":"007903107","issuerName":"ADVANCED MICRO DEVICES INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"e532bf28-50d8-412d-9770-624dad2b47e3","positionKey":"245a7637-cb91-4a4a-9c34-cd73baa53edf:LONG","positionKind":"LONG","marketValueUsd":"68991428","longBookWeight":"0.04566069","sharesPrincipal":{"type":"SH","amount":"1989946"},"comparison":{"status":"INCREASED","priorSnapshotId":"470b8e63-8389-4077-94cf-3b9711598fe9","shareChangePercent":"19.4779","valueChangePercent":"34.7089","shareChangeAbsolute":"324412","valueChangeAbsolute":"17776257"},"security":{"id":"245a7637-cb91-4a4a-9c34-cd73baa53edf","cusip":"126408103","issuerName":"CSX CORP","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"f45473f1-3175-42c6-b24c-bb43989f0d0c","positionKey":"c0be9420-f4ea-4a38-9a77-3ec2a787526e:LONG","positionKind":"LONG","marketValueUsd":"66984464","longBookWeight":"0.04433241","sharesPrincipal":{"type":"SH","amount":"137579"},"comparison":{"status":"REDUCED","priorSnapshotId":"470b8e63-8389-4077-94cf-3b9711598fe9","shareChangePercent":"-20.1361","valueChangePercent":"2.9769","shareChangeAbsolute":"-34688","valueChangeAbsolute":"1936445"},"security":{"id":"c0be9420-f4ea-4a38-9a77-3ec2a787526e","cusip":"64110L106","issuerName":"NETFLIX INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"35f4c0dc-b2b8-45d7-8c26-f7c05bea39d5","positionKey":"36f4b178-0293-44e4-82a2-06cb8e71d33c:LONG","positionKind":"LONG","marketValueUsd":"65514798","longBookWeight":"0.04335974","sharesPrincipal":{"type":"SH","amount":"3587886"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"470b8e63-8389-4077-94cf-3b9711598fe9"},"security":{"id":"36f4b178-0293-44e4-82a2-06cb8e71d33c","cusip":"888787108","issuerName":"TOAST INC","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"48f75f7e-03d2-436b-b138-7adb19fb67f1","positionKey":"7c33dbfa-8246-45d1-afa9-29d2340dbe79:LONG","positionKind":"LONG","marketValueUsd":"63383138","longBookWeight":"0.04194894","sharesPrincipal":{"type":"SH","amount":"417159"},"comparison":{"status":"REDUCED","priorSnapshotId":"470b8e63-8389-4077-94cf-3b9711598fe9","shareChangePercent":"-2.1392","valueChangePercent":"16.9679","shareChangeAbsolute":"-9119","valueChangeAbsolute":"9194679"},"security":{"id":"7c33dbfa-8246-45d1-afa9-29d2340dbe79","cusip":"023135106","issuerName":"AMAZON COM INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"7cf5b0dc-bc8a-4f7d-ae77-ebc0dfab98c0","positionKey":"f07a710f-5e36-461f-888f-ca64738c2030:LONG","positionKind":"LONG","marketValueUsd":"21452848","longBookWeight":"0.01419816","sharesPrincipal":{"type":"SH","amount":"258936"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"470b8e63-8389-4077-94cf-3b9711598fe9"},"security":{"id":"f07a710f-5e36-461f-888f-ca64738c2030","cusip":"48251W104","issuerName":"KKR &amp; CO INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"01beb252-cd3d-4d45-82a9-8378a902549b","positionKey":"ee73c8c8-5396-49e3-ae73-bc8c47186cbb:LONG","positionKind":"LONG","marketValueUsd":"6057062","longBookWeight":"0.00400875","sharesPrincipal":{"type":"SH","amount":"53745"},"comparison":{"status":"REDUCED","priorSnapshotId":"470b8e63-8389-4077-94cf-3b9711598fe9","shareChangePercent":"-68.5232","valueChangePercent":"-56.3339","shareChangeAbsolute":"-117000","valueChangeAbsolute":"-7814262"},"security":{"id":"ee73c8c8-5396-49e3-ae73-bc8c47186cbb","cusip":"N14506104","issuerName":"ELASTIC N V","classTitle":"ORD SHS","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"dc04ba4d-bfd3-4bb3-a444-ab7ae593951b","positionKey":"584b3096-4188-4654-85ac-a417f9b8099d:LONG","positionKind":"LONG","marketValueUsd":"704935","longBookWeight":"0.00046654","sharesPrincipal":{"type":"SH","amount":"15037"},"comparison":{"status":"REDUCED","priorSnapshotId":"470b8e63-8389-4077-94cf-3b9711598fe9","shareChangePercent":"-96.4421","valueChangePercent":"-96.4014","shareChangeAbsolute":"-407604","valueChangeAbsolute":"-18884475"},"security":{"id":"584b3096-4188-4654-85ac-a417f9b8099d","cusip":"12769G100","issuerName":"CAESARS ENTERTAINMENT INC NE","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null}]}}