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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 23 of 31  ·  618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 MAZE MAZE THERAPEUTICS INC Healthcare 7,095.0 $212K 0.03% NEW $29.85 -17.7%
442 LC LENDINGCLUB ISSUANCE TR SER Financial Services 14,749.0 $211K 0.03% NEW $14.32 +6.3%
443 IFS INTERCORP FINL SVCS INC Financial Services 4,186.0 $210K 0.03% NEW $50.20 -9.8%
444 TASK TASKUS INC Technology 31,144.0 $209K 0.03% NEW $6.71 -15.3%
445 EXR EXTRA SPACE STORAGE INC Real Estate 1,582.0 $207K 0.03% NEW $131.13 +4.8%
446 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 110.0 $207K 0.03% NEW $1884.66 +1.6%
447 YEXT YEXT INC Technology 53,697.0 $206K 0.03% NEW $3.84 -4.2%
448 AVBP ARRIVENT BIOPHARMA INC Healthcare 8,935.0 $206K 0.03% NEW $23.07 +15.3%
449 VNT VONTIER CORPORATION Technology 5,801.0 $206K 0.03% NEW $35.47 -19.5%
450 LYTS LSI INDS INC OHIO Technology 11,028.0 $205K 0.03% NEW $18.60 +22.9%
451 NBP NOVABRIDGE BIOSCIENCES Healthcare 83,330.0 $205K 0.03% NEW $2.46 -29.7%
452 EMERA INC 3,939.0 $204K 0.03% NEW $51.87
453 GLPG GALAPAGOS NV Healthcare 6,777.0 $203K 0.03% NEW $30.00 -11.9%
454 FLNG FLEX LNG LTD Energy 6,795.0 $202K 0.03% NEW $29.71 +9.1%
455 CAE CAE INC Industrials 7,729.0 $201K 0.03% NEW $26.05 -1.2%
456 ZLAB ZAI LAB LTD Healthcare 10,694.0 $201K 0.03% NEW $18.81 -1.2%
457 URI UNITED RENTALS INC Industrials 276.0 $201K 0.03% NEW $728.56 +27.2%
458 JJSF J & J SNACK FOODS CORP Consumer Defensive 2,533.0 $201K 0.03% NEW $79.27 -8.3%
459 HPK HIGHPEAK ENERGY INC Energy 29,039.0 $200K 0.03% NEW $6.90 +11.6%
460 CEVA CEVA INC Technology 10,668.0 $199K 0.03% NEW $18.68 +92.0%
Page 23 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%