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Portfolio (Quarterly) Guide ↗

AXQ CAPITAL, LP

· CIK 0001916908
13F Portfolio $443M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 702 New
Page 30 of 36  ·  702 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 ORGO ORGANOGENESIS HLDGS INC Healthcare 36,562.0 $189K 0.04% NEW $5.18 -53.5%
582 WBTN WEBTOON ENTMT INC Technology 14,312.0 $186K 0.04% NEW $13.03 -7.2%
583 MAMA MAMAS CREATIONS INC Consumer Defensive 13,730.0 $185K 0.04% NEW $13.49 +7.1%
584 HLX HELIX ENERGY SOLUTIONS GRP I Energy 29,349.0 $184K 0.04% NEW $6.27 +60.3%
585 MXL MAXLINEAR INC Technology 10,470.0 $182K 0.04% NEW $17.43 +429.8%
586 KODK EASTMAN KODAK CO Industrials 21,459.0 $182K 0.04% NEW $8.46 +14.5%
587 MPT MEDICAL PPTYS TRUST INC Financial Services 36,284.0 $181K 0.04% NEW $5.00 +1.0%
588 F FORD MTR CO Consumer Cyclical 13,780.0 $181K 0.04% NEW $13.12 +2.1%
589 TNGX TANGO THERAPEUTICS INC Healthcare 20,268.0 $180K 0.04% NEW $8.86 +132.1%
590 SOC SABLE OFFSHORE CORP Energy 19,815.0 $179K 0.04% NEW $9.02 +67.7%
591 ABEONA THERAPEUTICS INC 33,581.0 $177K 0.04% NEW $5.27
592 TSSI TSS INC DEL Technology 24,977.0 $177K 0.04% NEW $7.07 +57.3%
593 FIP FTAI INFRASTRUCTURE INC Industrials 38,164.0 $176K 0.04% NEW $4.61 +0.4%
594 ARCT ARCTURUS THERAPEUTICS HLDGS Healthcare 28,668.0 $176K 0.04% NEW $6.13 +14.7%
595 HTZ HERTZ GLOBAL HLDGS INC Industrials 34,115.0 $175K 0.04% NEW $5.14 +7.6%
596 PHAT PHATHOM PHARMACEUTICALS INC Healthcare 10,540.0 $175K 0.04% NEW $16.59 -28.5%
597 LIBERTY GLOBAL LTD 15,692.0 $173K 0.04% NEW $11.04
598 WNC WABASH NATL CORP Industrials 19,956.0 $173K 0.04% NEW $8.65 -20.3%
599 STRATA CRITICAL MEDICAL INC 35,240.0 $170K 0.04% NEW $4.81
600 AMPX AMPRIUS TECHNOLOGIES INC Industrials 21,174.0 $167K 0.04% NEW $7.89 +101.1%
Page 30 of 36  ·  702 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
Technology 19.3%
Financial Services 15.9%
Industrials 13.6%
Healthcare 13.0%
Consumer Cyclical 12.8%
Consumer Defensive 6.2%
Utilities 5.7%
Communication Services 4.6%
Basic Materials 4.2%
Energy 4.0%