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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 15 of 31  ·  618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 VMC VULCAN MATLS CO Basic Materials 1,364.0 $371K 0.05% NEW $272.30 -2.2%
282 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 38,952.0 $371K 0.05% NEW $9.52 -7.9%
283 CORZ CORE SCIENTIFIC INC NEW Technology 24,769.0 $371K 0.05% NEW $14.96 +57.6%
284 PBA PEMBINA PIPELINE CORP Energy 8,221.0 $368K 0.05% NEW $44.76 +10.5%
285 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 3,911.0 $367K 0.05% NEW $93.87 +83.4%
286 SBS COMPANHIA DE SANEAMENTO BASI Utilities 11,980.0 $366K 0.05% NEW $30.51 -80.8%
287 CIG CIA ENERGETICA DE MINAS GERA Utilities 152,022.0 $363K 0.05% NEW $2.39 -7.5%
288 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 21,407.0 $363K 0.05% NEW $16.97 +13.1%
289 OMC OMNICOM GROUP INC Communication Services 4,819.0 $363K 0.05% NEW $75.31 -2.9%
290 NAVN NAVAN INC Technology 27,317.0 $362K 0.05% NEW $13.24 +39.0%
291 RGTI RIGETTI COMPUTING INC Technology 25,717.0 $361K 0.05% NEW $14.04 +18.4%
292 HOG HARLEY DAVIDSON INC Consumer Cyclical 17,846.0 $361K 0.05% NEW $20.22 +20.4%
293 MLTX MOONLAKE IMMUNOTHERAPEUTICS Healthcare 19,241.0 $359K 0.05% NEW $18.64 -11.8%
294 VIAV VIAVI SOLUTIONS INC Technology 10,746.0 $358K 0.05% NEW $33.28 +49.5%
295 GRAN TIERRA ENERGY INC 39,686.0 $356K 0.05% NEW $8.97
296 UHAL U HAUL HOLDING COMPANY Industrials 7,417.0 $354K 0.05% NEW $47.78 +3.2%
297 UHS UNIVERSAL HLTH SVCS INC Healthcare 1,980.0 $354K 0.05% NEW $178.97 -5.4%
298 GALAXY DIGITAL INC. 19,188.0 $354K 0.05% NEW $18.45
299 SOUN SOUNDHOUND AI INC Technology 51,399.0 $353K 0.04% NEW $6.87 +21.5%
300 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 18,926.0 $351K 0.04% NEW $18.52 -10.5%
Page 15 of 31  ·  618 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%