{"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":"2026-10-20T00:30:08.393Z"},"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":"2026-10-20T00:30:08.351Z","createdAt":"2026-07-18T23:28:04.697Z","updatedAt":"2026-10-20T00:30:08.393Z"}],"snapshot":{"id":"f66a9e2a-a09f-4923-b7ca-7e153bc5eeba","managerId":"1738633e-75cd-4663-ae1d-d5a71d8f5b0f","reportPeriod":"2025-03-31","throughFilingId":"7ce68053-d658-414a-9134-b45cab4cb1eb","methodologyVersion":"sec-13f-snapshot-v1","completeness":"COMPLETE","canonicalHash":"b6b9d03a911efee47360ef6cf861a97d94efa1c04b273ace4a75f76a8b1e07dc","summary":{"counts":{"long":19,"puts":0,"calls":0,"mapped":8,"rawLines":19,"unmapped":11,"aiCovered":5,"positions":19,"otherSecurities":0},"values":{"disclosedLongUsd":"2199436591","putUnderlyingUsd":"0","callUnderlyingUsd":"0","informationTableUsd":"2199436591"},"coverage":{"aiPositionRatio":0.2631578947368421,"aiLongValueRatio":0.199156,"mappingPositionRatio":0.42105263157894735,"mappingLongValueRatio":0.352739},"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":0.334846,"top5":0.479914,"top10":0.745716},"schemaVersion":1},"createdAt":"2026-07-19T00:03:01.356Z"},"filing":{"id":"7ce68053-d658-414a-9134-b45cab4cb1eb","managerId":"1738633e-75cd-4663-ae1d-d5a71d8f5b0f","ingestionRunId":"3ba9c24d-ea8e-47da-a15c-12c45e0dc2d6","accessionNumber":"0001172661-25-001940","formType":"13F-HR","reportPeriod":"2025-03-31","filedAt":"2025-05-15","acceptedAt":"2025-05-15T11:03:22.000Z","processingStatus":"VALIDATED","sourceStatus":"ACTIVE","data":{"hashes":{"raw":"af2fefbc839500c01b0f3c8cc0d2963dae3ddf73e703dd209cc125ce320f374c","canonical":"fece885da9fc1d3fe2cc93fca8eba2cb0df9b85bd83cd5bb287bbdf4f67a5f17"},"source":{"directoryUrl":"https://www.sec.gov/Archives/edgar/data/1756558/000117266125001940","filingDetailUrl":"https://www.sec.gov/Archives/edgar/data/1756558/000117266125001940/0001172661-25-001940-index.html","coverDocumentUrl":"https://www.sec.gov/Archives/edgar/data/1756558/000117266125001940/primary_doc.xml","informationTableUrl":"https://www.sec.gov/Archives/edgar/data/1756558/000117266125001940/infotable.xml","completeSubmissionUrl":"https://www.sec.gov/Archives/edgar/data/1756558/000117266125001940/0001172661-25-001940.txt"},"parsing":{"parserVersion":"sec-13f-v1"},"summary":{"valueUnit":"USD","entryCount":19,"reportedValue":"2199436591","normalizedValueUsd":"2199436591"},"artifacts":[{"kind":"COVER_XML","byteSize":2189,"fetchedAt":"2026-07-19T00:03:01.096Z","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1756558/000117266125001940/primary_doc.xml","contentHash":"e082a455bff6cced20afd64b6484d93373ce576724c922960969dd9e86b437ca","contentType":"text/xml","parserVersion":"sec-13f-v1"},{"kind":"INFORMATION_TABLE_XML","byteSize":9157,"fetchedAt":"2026-07-19T00:03:01.150Z","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1756558/000117266125001940/infotable.xml","contentHash":"8652acdd309c465f04f38a00e94f3c7a3d1c0340579110e4a37b55f958eac8d9","contentType":"text/xml","parserVersion":"sec-13f-v1"},{"kind":"COMPLETE_SUBMISSION","byteSize":12631,"fetchedAt":"2026-07-19T00:03:01.274Z","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1756558/000117266125001940/0001172661-25-001940.txt","contentHash":"ab9ecf636a2d49484199a3b064248c39258337b991da57dc233858c02309b0a3","contentType":"text/plain","parserVersion":"sec-13f-v1"}],"extensions":{},"reportType":"HOLDINGS","schemaVersion":1,"includesHoldings":true,"hasConfidentialOmissions":false},"firstSeenAt":"2026-07-19T00:03:00.866Z","lastSeenAt":"2026-10-20T00:30:08.316Z","createdAt":"2026-07-19T00:03:00.866Z","updatedAt":"2026-10-20T00:30:08.316Z"},"positions":[{"id":"51273203-6b09-4207-a5c9-90ab5095a34b","positionKey":"5cd38de5-b78a-404b-90b6-7cfa0351f76b:LONG","positionKind":"LONG","marketValueUsd":"397399673","longBookWeight":"0.18068248","sharesPrincipal":{"type":"SH","amount":"2600613"},"comparison":{"status":"REDUCED","priorSnapshotId":"b61e4ccd-a9ca-421c-a609-93e69d8837ab","shareChangePercent":"-1.0505","valueChangePercent":"6.3997","shareChangeAbsolute":"-27611","valueChangeAbsolute":"23902760"},"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":"e23aeb11-a930-42f0-90fd-c4a9d14fdab2","positionKey":"fe2d8163-fcbc-43f0-9024-68da032baa25:LONG","positionKind":"LONG","marketValueUsd":"176101755","longBookWeight":"0.08006675","sharesPrincipal":{"type":"SH","amount":"504315"},"comparison":{"status":"INCREASED","priorSnapshotId":"b61e4ccd-a9ca-421c-a609-93e69d8837ab","shareChangePercent":"32.0708","valueChangePercent":"35.6685","shareChangeAbsolute":"122463","valueChangeAbsolute":"46298805"},"security":{"id":"fe2d8163-fcbc-43f0-9024-68da032baa25","cusip":"824348106","issuerName":"SHERWIN WILLIAMS CO","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"d0234d65-496d-430b-97c8-92ec6291def7","ticker":"SHW","name":"Sherwin-Williams"},"aiProjections":[],"currentMarketData":null},{"id":"dd6d86a4-f7c9-4aba-a085-1b64d5745cf9","positionKey":"153443cf-f01a-4cf5-8089-6925b831e030:LONG","positionKind":"LONG","marketValueUsd":"162972276","longBookWeight":"0.07409728","sharesPrincipal":{"type":"SH","amount":"1963758"},"comparison":{"status":"INCREASED","priorSnapshotId":"b61e4ccd-a9ca-421c-a609-93e69d8837ab","shareChangePercent":"2.9344","valueChangePercent":"-7.8574","shareChangeAbsolute":"55983","valueChangeAbsolute":"-13897544"},"security":{"id":"153443cf-f01a-4cf5-8089-6925b831e030","cusip":"89400J107","issuerName":"TRANSUNION","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"08d8a58b-912b-41c5-8c2a-f17bb74ae5e2","positionKey":"04a2b6b3-1240-463d-a56a-44e2d7a21281:LONG","positionKind":"LONG","marketValueUsd":"160256068","longBookWeight":"0.07286232","sharesPrincipal":{"type":"SH","amount":"965398"},"comparison":{"status":"INCREASED","priorSnapshotId":"b61e4ccd-a9ca-421c-a609-93e69d8837ab","shareChangePercent":"734.6212","valueChangePercent":"601.5399","shareChangeAbsolute":"849729","valueChangeAbsolute":"137412597"},"security":{"id":"04a2b6b3-1240-463d-a56a-44e2d7a21281","cusip":"874039100","issuerName":"TAIWAN SEMICONDUCTOR MANUFAC","classTitle":"SPONSORED ADS","securityType":"ADR","mappingStatus":"VERIFIED"},"entity":{"id":"def3560b-bcc5-4ffc-b861-1d3d5bd09e90","ticker":"TSM","name":"Taiwan Semiconductor Manufacturing Co."},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-20T00:31:30.275Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[418,2916,4532,4533,4534,8447,8450,10804,12238,15422,15423,18223,19612,20640,20641,22749,23643,23645,23646,25396,27645,27941,28351,28352,28354,31339,31340,32124,32563,32966,33334,33335],"modelCount":32,"horizons":{"3_MONTH":{"average":"6.4125","median":"6.5000","minimum":"-8.0000","maximum":"12.0000","standardDeviation":"3.2996"},"1_YEAR":{"average":"23.7969","median":"24.5000","minimum":"13.0000","maximum":"45.0000","standardDeviation":"6.4078"},"5_YEAR":{"average":"137.3438","median":"130.0000","minimum":"85.0000","maximum":"280.0000","standardDeviation":"44.3175"}},"bullishness":"BULLISH","latestRunAt":"2026-10-04T11:03:43.464Z","generatedAt":"2026-10-20T00:31:30.427Z"}],"currentMarketData":{"lastPrice":"412.61","marketCap":"63274980.703125","updatedAt":"2026-10-19T11:08:34.775Z"}},{"id":"618261d8-327d-42fe-9806-f5e407aa5c04","positionKey":"36f4b178-0293-44e4-82a2-06cb8e71d33c:LONG","positionKind":"LONG","marketValueUsd":"158812520","longBookWeight":"0.07220600","sharesPrincipal":{"type":"SH","amount":"4787836"},"comparison":{"status":"INCREASED","priorSnapshotId":"b61e4ccd-a9ca-421c-a609-93e69d8837ab","shareChangePercent":"3.4038","valueChangePercent":"-5.9011","shareChangeAbsolute":"157605","valueChangeAbsolute":"-9959400"},"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":"75dc61f5-481c-495d-8224-72b7f8d378c4","positionKey":"aac9e929-4534-4754-a049-09c96b52f7b3:LONG","positionKind":"LONG","marketValueUsd":"152608531","longBookWeight":"0.06938528","sharesPrincipal":{"type":"SH","amount":"2311550"},"comparison":{"status":"REDUCED","priorSnapshotId":"b61e4ccd-a9ca-421c-a609-93e69d8837ab","shareChangePercent":"-10.3104","valueChangePercent":"-20.9755","shareChangeAbsolute":"-265729","valueChangeAbsolute":"-40506984"},"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":"a7565392-7079-4285-8888-3d70d7349ff3","positionKey":"140a2f2b-40c7-4632-906b-209ebe21d40b:LONG","positionKind":"LONG","marketValueUsd":"150366490","longBookWeight":"0.06836591","sharesPrincipal":{"type":"SH","amount":"751269"},"comparison":{"status":"REDUCED","priorSnapshotId":"b61e4ccd-a9ca-421c-a609-93e69d8837ab","shareChangePercent":"-32.7035","valueChangePercent":"-19.2434","shareChangeAbsolute":"-365088","valueChangeAbsolute":"-35830694"},"security":{"id":"140a2f2b-40c7-4632-906b-209ebe21d40b","cusip":"369604301","issuerName":"GE AEROSPACE","classTitle":"COM NEW","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"c3d86388-8a42-4e0c-bf11-a5e7e2cba9a3","positionKey":"af8c3851-cca6-45cc-aac6-453fe4d09e20:LONG","positionKind":"LONG","marketValueUsd":"112237276","longBookWeight":"0.05103001","sharesPrincipal":{"type":"SH","amount":"418234"},"comparison":{"status":"REDUCED","priorSnapshotId":"b61e4ccd-a9ca-421c-a609-93e69d8837ab","shareChangePercent":"-6.7251","valueChangePercent":"-25.1301","shareChangeAbsolute":"-30155","valueChangeAbsolute":"-37672618"},"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":"3b786b8a-1ca4-4aac-a37e-2633ff8fa567","positionKey":"d02a46f5-7fe2-4eb1-9459-090ab2175f1a:LONG","positionKind":"LONG","marketValueUsd":"86026364","longBookWeight":"0.03911290","sharesPrincipal":{"type":"SH","amount":"1073853"},"comparison":{"status":"INCREASED","priorSnapshotId":"b61e4ccd-a9ca-421c-a609-93e69d8837ab","shareChangePercent":"14.0363","valueChangePercent":"15.7411","shareChangeAbsolute":"132177","valueChangeAbsolute":"11699877"},"security":{"id":"d02a46f5-7fe2-4eb1-9459-090ab2175f1a","cusip":"G51502105","issuerName":"JOHNSON CONTROLS INTERNATION","classTitle":"SHS","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"13f37886-b80e-48a8-9c8c-9f7659400c73","ticker":"JCI","name":"Johnson Controls"},"aiProjections":[],"currentMarketData":null},{"id":"a2b7fd1b-f5a4-4a81-af09-5b41c6a88b45","positionKey":"97b03dd8-d6e6-45ae-af67-9591d82bbf2c:LONG","positionKind":"LONG","marketValueUsd":"83376242","longBookWeight":"0.03790799","sharesPrincipal":{"type":"SH","amount":"273114"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"b61e4ccd-a9ca-421c-a609-93e69d8837ab"},"security":{"id":"97b03dd8-d6e6-45ae-af67-9591d82bbf2c","cusip":"36828A101","issuerName":"GE VERNOVA INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"16a14ea6-fb20-43fd-b286-707539afa0c9","positionKey":"01406e48-6d73-46eb-aa15-6116136e0656:LONG","positionKind":"LONG","marketValueUsd":"81729001","longBookWeight":"0.03715906","sharesPrincipal":{"type":"SH","amount":"141802"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"b61e4ccd-a9ca-421c-a609-93e69d8837ab"},"security":{"id":"01406e48-6d73-46eb-aa15-6116136e0656","cusip":"30303M102","issuerName":"META PLATFORMS INC","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"47396bbf-f982-49a1-bc42-bdad5e10d209","ticker":"META","name":"Meta Platforms Inc."},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-20T00:31:30.275Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[1712,1713,5773,5774,5775,9673,10350,10444,12614,12774,14839,14908,19330,19381,20258,22200,24937,25010,25012,26512,27289,27783,27932,30615,30616,31033,31162,31164,32033,32474,33304,33305,33875],"modelCount":33,"horizons":{"3_MONTH":{"average":"5.6515","median":"5.0000","minimum":"3.0000","maximum":"12.0000","standardDeviation":"2.0578"},"1_YEAR":{"average":"20.8939","median":"20.0000","minimum":"12.0000","maximum":"45.0000","standardDeviation":"6.2738"},"5_YEAR":{"average":"123.2424","median":"120.0000","minimum":"75.0000","maximum":"250.0000","standardDeviation":"39.7576"}},"bullishness":"BULLISH","latestRunAt":"2026-10-10T11:00:41.731Z","generatedAt":"2026-10-20T00:31:30.427Z"}],"currentMarketData":{"lastPrice":"709.325","marketCap":"1807009.7166182154","updatedAt":"2026-10-19T11:00:09.368Z"}},{"id":"3a197319-a852-4fe9-8f35-c4b7051ac944","positionKey":"7c33dbfa-8246-45d1-afa9-29d2340dbe79:LONG","positionKind":"LONG","marketValueUsd":"77194000","longBookWeight":"0.03509717","sharesPrincipal":{"type":"SH","amount":"405729"},"comparison":{"status":"REDUCED","priorSnapshotId":"b61e4ccd-a9ca-421c-a609-93e69d8837ab","shareChangePercent":"-1.8491","valueChangePercent":"-14.8813","shareChangeAbsolute":"-7644","valueChangeAbsolute":"-13495902"},"security":{"id":"7c33dbfa-8246-45d1-afa9-29d2340dbe79","cusip":"023135106","issuerName":"AMAZON COM INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"b6b394ea-90ec-4c73-a42c-ff039b9e0e45","ticker":"AMZN","name":"Amazon.com Inc."},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-20T00:31:30.275Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[1698,1699,5765,5766,5767,9671,10344,10440,12610,12772,14837,14904,19328,19377,20254,22198,24935,25004,25006,26493,27287,27777,27933,30611,30612,31031,31157,31159,32031,32471,33302,33303,33873],"modelCount":33,"horizons":{"3_MONTH":{"average":"6.1515","median":"5.5000","minimum":"3.0000","maximum":"15.0000","standardDeviation":"2.7122"},"1_YEAR":{"average":"21.0000","median":"18.0000","minimum":"12.0000","maximum":"40.0000","standardDeviation":"6.6742"},"5_YEAR":{"average":"125.0000","median":"115.0000","minimum":"80.0000","maximum":"250.0000","standardDeviation":"48.2575"}},"bullishness":"BULLISH","latestRunAt":"2026-10-10T11:00:36.559Z","generatedAt":"2026-10-20T00:31:30.427Z"}],"currentMarketData":{"lastPrice":"250","marketCap":"2696578.5551371886","updatedAt":"2026-10-19T11:00:05.126Z"}},{"id":"ef0487a1-7e45-4438-86a7-e3f61e5b7f41","positionKey":"c92fb740-a357-4857-8f1a-9fd8358fb6af:LONG","positionKind":"LONG","marketValueUsd":"75667345","longBookWeight":"0.03440305","sharesPrincipal":{"type":"SH","amount":"484333"},"comparison":{"status":"REDUCED","priorSnapshotId":"b61e4ccd-a9ca-421c-a609-93e69d8837ab","shareChangePercent":"-7.968","valueChangePercent":"-24.5003","shareChangeAbsolute":"-41933","valueChangeAbsolute":"-24554752"},"security":{"id":"c92fb740-a357-4857-8f1a-9fd8358fb6af","cusip":"02079K107","issuerName":"ALPHABET INC","classTitle":"CAP STK CL C","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"feac278b-978e-485d-a8c2-aa6b5ece7742","ticker":"GOOG","name":"Alphabet Inc. (Class C)"},"aiProjections":[],"currentMarketData":null},{"id":"d8497791-60d2-42cc-b6bc-c4445ea1a7aa","positionKey":"152b00a3-98f0-4a96-b392-e86f26cc9480:LONG","positionKind":"LONG","marketValueUsd":"73903811","longBookWeight":"0.03360124","sharesPrincipal":{"type":"SH","amount":"509260"},"comparison":{"status":"INCREASED","priorSnapshotId":"b61e4ccd-a9ca-421c-a609-93e69d8837ab","shareChangePercent":"2.5889","valueChangePercent":"-8.4565","shareChangeAbsolute":"12852","valueChangeAbsolute":"-6827022"},"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":"cec9141e-b4d8-4545-baf9-c18355b4c72e","positionKey":"1bd7a177-7d3b-4a44-91d2-f4c238e6f4b1:LONG","positionKind":"LONG","marketValueUsd":"61704566","longBookWeight":"0.02805471","sharesPrincipal":{"type":"SH","amount":"112184"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"b61e4ccd-a9ca-421c-a609-93e69d8837ab"},"security":{"id":"1bd7a177-7d3b-4a44-91d2-f4c238e6f4b1","cusip":"L8681T102","issuerName":"SPOTIFY TECHNOLOGY S A","classTitle":"SHS","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"320ef9a4-30d0-4f1a-bc6a-268c25aaca30","ticker":"SPOT","name":"Spotify Technology S.A."},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-20T00:31:30.275Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[721,3089,4603,4604,4605,8535,8538,10900,12272,15548,15549,18302,19663,20744,20745,22775,23747,23749,25474,26717,27420,28480,28481,28483,28484,31391,31392,32150,32588,32992,33570,33973],"modelCount":32,"horizons":{"3_MONTH":{"average":"5.9531","median":"5.0000","minimum":"-5.0000","maximum":"20.0000","standardDeviation":"4.8273"},"1_YEAR":{"average":"23.0625","median":"21.0000","minimum":"8.0000","maximum":"65.0000","standardDeviation":"12.4823"},"5_YEAR":{"average":"121.4063","median":"120.0000","minimum":"55.0000","maximum":"250.0000","standardDeviation":"49.2004"}},"bullishness":"BULLISH","latestRunAt":"2026-10-13T11:12:37.988Z","generatedAt":"2026-10-20T00:31:30.427Z"}],"currentMarketData":{"lastPrice":"530.46","marketCap":"109212.34479960427","updatedAt":"2026-10-19T11:08:53.988Z"}},{"id":"21cab1bc-6be3-4d81-ab43-9863823c3fa4","positionKey":"ed487561-0887-4f54-935a-2d73d99510c8:LONG","positionKind":"LONG","marketValueUsd":"58425236","longBookWeight":"0.02656372","sharesPrincipal":{"type":"SH","amount":"250183"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"b61e4ccd-a9ca-421c-a609-93e69d8837ab"},"security":{"id":"ed487561-0887-4f54-935a-2d73d99510c8","cusip":"98138H101","issuerName":"WORKDAY INC","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"987a7c79-50d9-4a8c-83e8-decbcd7fb2ce","positionKey":"0dcce4e8-66e1-4509-b6c1-f7793db4da21:LONG","positionKind":"LONG","marketValueUsd":"57148449","longBookWeight":"0.02598322","sharesPrincipal":{"type":"SH","amount":"527297"},"comparison":{"status":"INCREASED","priorSnapshotId":"b61e4ccd-a9ca-421c-a609-93e69d8837ab","shareChangePercent":"1.6625","valueChangePercent":"-17.9523","shareChangeAbsolute":"8623","valueChangeAbsolute":"-12504282"},"security":{"id":"0dcce4e8-66e1-4509-b6c1-f7793db4da21","cusip":"67066G104","issuerName":"NVIDIA CORPORATION","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"ad2591d2-cac1-4a70-84c2-a2e8bf2efc73","ticker":"NVDA","name":"NVIDIA Corporation"},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-20T00:31:30.275Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[1653,1654,5730,5731,5757,9667,10332,10432,12602,12768,14831,14896,19321,19369,20246,22194,24931,24992,24994,26489,27283,27765,27930,30603,30604,31027,31122,31125,32015,32455,33296,33297,33869],"modelCount":33,"horizons":{"3_MONTH":{"average":"7.3788","median":"8.0000","minimum":"-8.0000","maximum":"20.0000","standardDeviation":"6.4515"},"1_YEAR":{"average":"31.7576","median":"25.0000","minimum":"10.0000","maximum":"80.0000","standardDeviation":"17.4652"},"5_YEAR":{"average":"181.3636","median":"180.0000","minimum":"85.0000","maximum":"350.0000","standardDeviation":"80.2673"}},"bullishness":"BULLISH","latestRunAt":"2026-10-10T11:00:24.865Z","generatedAt":"2026-10-20T00:31:30.427Z"}],"currentMarketData":{"lastPrice":"214.13","marketCap":"5160532.8985033855","updatedAt":"2026-10-19T11:00:07.248Z"}},{"id":"80df48d6-f29f-4b0f-b94b-799faa1ce1cc","positionKey":"d768a3fd-fef9-4c0b-9738-ee4396c20640:LONG","positionKind":"LONG","marketValueUsd":"48908959","longBookWeight":"0.02223703","sharesPrincipal":{"type":"SH","amount":"201139"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"b61e4ccd-a9ca-421c-a609-93e69d8837ab"},"security":{"id":"d768a3fd-fef9-4c0b-9738-ee4396c20640","cusip":"M7S64H106","issuerName":"MONDAY COM LTD","classTitle":"SHS","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"4ed268cc-6440-44ed-bfde-2fab4c2b6eed","positionKey":"61797bc5-8105-460b-a119-062829bc88be:LONG","positionKind":"LONG","marketValueUsd":"24598029","longBookWeight":"0.01118378","sharesPrincipal":{"type":"SH","amount":"153517"},"comparison":{"status":"INCREASED","priorSnapshotId":"b61e4ccd-a9ca-421c-a609-93e69d8837ab","shareChangePercent":"153.3994","valueChangePercent":"133.924","shareChangeAbsolute":"92934","valueChangeAbsolute":"14082638"},"security":{"id":"61797bc5-8105-460b-a119-062829bc88be","cusip":"31488V107","issuerName":"FERGUSON ENTERPRISES INC","classTitle":"COMMON STOCK NEW","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null}]}}