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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 28 of 31  ·  618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 AEGON LTD 13,433.0 $98K 0.01% NEW $7.26
542 AGEN AGENUS INC Healthcare 29,055.0 $97K 0.01% NEW $3.34 -5.4%
543 SUPX SUPERX AI TECHNOLOGY LTD Technology 11,864.0 $95K 0.01% NEW $8.00 +31.7%
544 IDN INTELLICHECK MOBILISA INC Technology 13,548.0 $95K 0.01% NEW $6.99 -38.8%
545 OGN ORGANON & CO Healthcare 15,532.0 $93K 0.01% NEW $5.99 +123.7%
546 ICL ICL GROUP LTD Basic Materials 17,879.0 $93K 0.01% NEW $5.18 +23.7%
547 SOLARIS RES INC 10,676.0 $92K 0.01% NEW $8.58
548 INTR INTER & CO INC Financial Services 11,481.0 $91K 0.01% NEW $7.96 -26.5%
549 ASPN ASPEN AEROGELS INC Industrials 26,624.0 $91K 0.01% NEW $3.42 +55.8%
550 MX MAGNACHIP SEMICONDUCTOR CORP Technology 32,444.0 $91K 0.01% NEW $2.80 +45.4%
551 RWAY RUNWAY GROWTH FINANCE CORP Financial Services 13,197.0 $91K 0.01% NEW $6.87 -8.0%
552 CMPS COMPASS PATHWAYS PLC Healthcare 15,916.0 $88K 0.01% NEW $5.53 +91.0%
553 ASM AVINO SILVER & GOLD MINES LT Basic Materials 13,565.0 $86K 0.01% NEW $6.32 +9.8%
554 ALVO ALVOTECH Healthcare 24,920.0 $85K 0.01% NEW $3.43 -5.2%
555 TUYA TUYA INC Technology 35,762.0 $83K 0.01% NEW $2.31 -4.3%
556 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 17,541.0 $82K 0.01% NEW $4.68 -6.4%
557 GRNT GRANITE RIDGE RESOURCES INC Energy 13,698.0 $80K 0.01% NEW $5.87 -6.1%
558 BMBL BUMBLE INC Technology 24,513.0 $80K 0.01% NEW $3.26 -2.5%
559 AUNA S A 14,302.0 $79K 0.01% NEW $5.51
560 CABA CABALETTA BIO INC Healthcare 28,938.0 $78K 0.01% NEW $2.69 +22.3%
Page 28 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%