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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 9 of 18  ·  347 positions
# Ticker Company Sector Shares Value ↓ % Port Status
161 ABM ABM INDS INC Industrials 8,597 $364K 0.08% SOLD
162 CACC CREDIT ACCEP CORP MICH Financial Services 816 $362K 0.08% SOLD
163 ARM ARM HOLDINGS PLC Technology 3,309 $362K 0.08% SOLD
164 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 17,910 $360K 0.08% SOLD
165 SAFT SAFETY INS GROUP INC Financial Services 4,603 $359K 0.08% SOLD
166 ENOV ENOVIS CORPORATION Industrials 13,253 $353K 0.08% SOLD
167 MCD MCDONALDS CORP Consumer Cyclical 1,153 $352K 0.08% SOLD
168 LIBERTY GLOBAL LTD 31,337 $349K 0.08% SOLD
169 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 6,955 $348K 0.08% SOLD
170 OKLO OKLO INC Utilities 4,832 $347K 0.08% SOLD
171 GTLB GITLAB INC Technology 9,188 $345K 0.08% SOLD
172 HNRG HALLADOR ENERGY COMPANY Energy 18,002 $343K 0.08% SOLD
173 LH LABCORP HOLDINGS INC Healthcare 1,366 $343K 0.08% SOLD
174 GCT GIGACLOUD TECHNOLOGY INC Technology 8,689 $341K 0.08% SOLD
175 VOYA VOYA FINANCIAL INC Financial Services 4,574 $341K 0.08% SOLD
176 AROC ARCHROCK INC Energy 12,956 $337K 0.08% SOLD
177 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,298 $334K 0.07% SOLD
178 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 12,437 $331K 0.07% SOLD
179 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 6,077 $329K 0.07% SOLD
180 PLAB PHOTRONICS INC Technology 10,273 $329K 0.07% SOLD
Page 9 of 18  ·  347 positions
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%