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Portfolio (Quarterly) Guide ↗

AXQ CAPITAL, LP

· CIK 0001916908
13F Portfolio $777M AUM 973 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 618 New 231 Added 124 Reduced 347 Exited
Page 12 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 EVEX EVE HLDG INC Industrials 44,956.0 $111K 0.01% +22K +97.2% $2.48 +28.2%
222 SLDP SOLID POWER INC Industrials 35,273.0 $106K 0.01% +10K +38.8% $3.00 -0.7%
223 AMCX AMC NETWORKS INC Communication Services 14,914.0 $101K 0.01% +2K +20.0% $6.79 +22.2%
224 CTKB CYTEK BIOSCIENCES INC Healthcare 19,708.0 $86K 0.01% +584.0 +3.0% $4.37 -23.1%
225 QTRX QUANTERIX CORP Healthcare 24,354.0 $86K 0.01% +13K +121.2% $3.52 -21.9%
226 RLX RLX TECHNOLOGY INC Consumer Defensive 35,253.0 $78K 0.01% +22K +172.4% $2.20 -4.1%
227 CATX PERSPECTIVE THERAPEUTICS INC Healthcare 17,048.0 $71K 0.01% +4K +33.7% $4.17 -7.6%
228 TARA PROTARA THERAPEUTICS INC Healthcare 13,002.0 $68K 0.01% +2K +20.2% $5.21 +1.7%
229 WOOF PETCO HEALTH & WELLNESS CO I Consumer Cyclical 21,089.0 $59K 0.01% +4K +25.2% $2.78 -6.8%
230 GTN GRAY MEDIA INC Communication Services 11,780.0 $51K 0.01% +562.0 +5.0% $4.34 -3.9%
231 TMCI TREACE MED CONCEPTS INC Healthcare 19,507.0 $26K 0.00% +3K +15.1% $1.34 +106.7%
Page 12 of 12  ·  231 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 17.6%
Technology 17.3%
Healthcare 13.2%
Industrials 13.1%
Consumer Cyclical 10.4%
Utilities 6.4%
Consumer Defensive 6.2%
Energy 4.8%
Communication Services 4.7%
Basic Materials 4.7%