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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 34 of 36  ·  702 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 SSP SCRIPPS E W CO OHIO Communication Services 23,820.0 $95K 0.02% NEW $3.99 -14.3%
662 PANL PANGAEA LOGISTICS SOLUTION L Industrials 13,730.0 $94K 0.02% NEW $6.88 +16.5%
663 ACH OWENS & MINOR INC NEW Healthcare 33,178.0 $93K 0.02% NEW $2.80 +0.4%
664 ALT ALTIMMUNE INC Healthcare 25,701.0 $93K 0.02% NEW $3.61 -22.7%
665 EVEX EVE HLDG INC Industrials 22,791.0 $91K 0.02% NEW $3.99 -28.2%
666 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 37,997.0 $89K 0.02% NEW $2.35 +44.5%
667 SGHT SIGHT SCIENCES INC Healthcare 11,226.0 $89K 0.02% NEW $7.93 -37.3%
668 AVXL ANAVEX LIFE SCIENCES CORP Healthcare 24,996.0 $89K 0.02% NEW $3.56 -19.7%
669 NAGE NIAGEN BIOSCIENCE INC Healthcare 13,636.0 $87K 0.02% NEW $6.36 -40.9%
670 HDSN HUDSON TECHNOLOGIES INC Basic Materials 12,433.0 $85K 0.02% NEW $6.85 -27.4%
671 ORIC ORIC PHARMACEUTICALS INC Healthcare 10,366.0 $85K 0.02% NEW $8.18 -3.6%
672 III INFORMATION SVCS GROUP INC Technology 14,160.0 $82K 0.02% NEW $5.78 -27.2%
673 PRTH PRIORITY TECHNOLOGY HLDGS IN Technology 14,679.0 $80K 0.02% NEW $5.45 +9.3%
674 BLND BLEND LABS INC Technology 26,053.0 $79K 0.02% NEW $3.04 -49.2%
675 ERAS ERASCA INC Healthcare 20,459.0 $76K 0.02% NEW $3.72 +173.8%
676 CDZI CADIZ INC Utilities 13,558.0 $76K 0.02% NEW $5.61 -25.2%
677 ACRS ACLARIS THERAPEUTICS INC Healthcare 24,186.0 $73K 0.02% NEW $3.01 +40.7%
678 TPVG TRIPLEPOINT VENTURE GROWTH B Financial Services 10,981.0 $72K 0.02% NEW $6.54 -10.9%
679 QTRX QUANTERIX CORP Healthcare 11,009.0 $70K 0.02% NEW $6.36 -59.9%
680 LRMR LARIMAR THERAPEUTICS INC Healthcare 17,655.0 $67K 0.01% NEW $3.81 -13.0%
Page 34 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%