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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 31 of 31  ·  618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 DIGI PWR X INC 14,137.0 $29K 0.00% NEW $2.03
602 CRBU CARIBOU BIOSCIENCES INC Healthcare 15,000.0 $28K 0.00% NEW $1.90 +12.6%
603 GLDG GOLDMINING INC Basic Materials 23,294.0 $28K 0.00% NEW $1.19 -7.6%
604 IVVD INVIVYD INC Healthcare 19,984.0 $26K 0.00% NEW $1.30 -6.9%
605 SNBR SLEEP NUMBER CORP Consumer Cyclical 14,465.0 $26K 0.00% NEW $1.80 -13.9%
606 DDD 3D SYS CORP DEL Technology 13,646.0 $26K 0.00% NEW $1.88 +74.5%
607 THM INTERNATIONAL TOWER HILL MIN Basic Materials 10,779.0 $25K 0.00% NEW $2.30 +16.1%
608 EQ EQUILLIUM INC Healthcare 11,935.0 $24K 0.00% NEW $2.00 +9.0%
609 ENCORE ENERGY CORP 12,683.0 $23K 0.00% NEW $1.80
610 NEW HORIZON AIRCRAFT LTD 15,509.0 $22K 0.00% NEW $1.41
611 JELD JELD-WEN HLDG INC Industrials 17,182.0 $21K 0.00% NEW $1.24 +18.5%
612 IMMUNIC INC 18,151.0 $20K 0.00% NEW $1.11
613 STIM NEURONETICS INC Healthcare 12,308.0 $18K 0.00% NEW $1.45 -11.7%
614 RXT RACKSPACE TECHNOLOGY INC Technology 15,939.0 $16K 0.00% NEW $0.98 +644.0%
615 MVST MICROVAST HOLDINGS INC Industrials 10,400.0 $16K 0.00% NEW $1.50 -1.3%
616 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 10,974.0 $14K 0.00% NEW $1.32 -8.3%
617 FATE FATE THERAPEUTICS INC Healthcare 10,706.0 $13K 0.00% NEW $1.20 +46.3%
618 ECARX HOLDINGS INC 10,219.0 $10K 0.00% NEW $0.98
Page 31 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%