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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 27 of 31  ·  618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 NEXA NEXA RES S A Basic Materials 11,982.0 $127K 0.02% NEW $10.59 +40.2%
522 ARDT ARDENT HEALTH INC Healthcare 14,796.0 $127K 0.02% NEW $8.56 +18.5%
523 LX LEXINFINTECH HLDGS LTD Financial Services 57,453.0 $125K 0.02% NEW $2.18 -10.6%
524 AGBK AGI INC Financial Services 17,165.0 $125K 0.02% NEW $7.27 -3.0%
525 CCLD CARECLOUD INC Healthcare 33,828.0 $123K 0.02% NEW $3.65 -41.9%
526 FSK FS KKR CAP CORP Financial Services 12,098.0 $123K 0.02% NEW $10.18 +7.9%
527 IQ IQIYI INC Communication Services 86,750.0 $117K 0.01% NEW $1.35 -14.1%
528 WVE WAVE LIFE SCIENCES LTD Healthcare 15,745.0 $114K 0.01% NEW $7.25 -6.6%
529 EUPRAXIA PHARMACEUTICALS INC 15,760.0 $114K 0.01% NEW $7.24
530 SPOK SPOK HLDGS INC Healthcare 10,283.0 $112K 0.01% NEW $10.90 +0.8%
531 RFIL RF INDS LTD Industrials 10,658.0 $110K 0.01% NEW $10.31 +65.0%
532 AURORA CANNABIS INC 33,569.0 $110K 0.01% NEW $3.27
533 DTI DRILLING TOOLS INTL CORP Energy 24,835.0 $108K 0.01% NEW $4.33 -30.5%
534 NMG NOUVEAU MONDE GRAPHITE INC Basic Materials 47,743.0 $107K 0.01% NEW $2.24 -14.3%
535 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 15,945.0 $105K 0.01% NEW $6.58 +57.0%
536 XGN EXAGEN INC Healthcare 34,593.0 $104K 0.01% NEW $3.00 +16.3%
537 CADL CANDEL THERAPEUTICS INC Healthcare 20,864.0 $102K 0.01% NEW $4.90 +61.2%
538 NFGC NEW FOUND GOLD CORP Basic Materials 50,904.0 $99K 0.01% NEW $1.94 +4.1%
539 STLA STELLANTIS N.V Consumer Cyclical 13,885.0 $98K 0.01% NEW $7.09 +5.6%
540 AVIR ATEA PHARMACEUTICALS INC Healthcare 18,181.0 $98K 0.01% NEW $5.38 -23.0%
Page 27 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%