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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 7 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 KULR TECHNOLOGY GROUP INC 14,826.0 $35K 0.01% -2K -13.9% $2.37
122 AVXL ANAVEX LIFE SCIENCES CORP Healthcare 11,421.0 $35K 0.01% -14K -54.3% $3.07 -5.2%
123 CERS CERUS CORP Healthcare 10,147.0 $18K 0.00% -20K -66.6% $1.82 +28.6%
124 GOSS GOSSAMER BIO INC Healthcare 20,421.0 $7K 0.00% -43K -67.7% $0.33 +3.5%
Page 7 of 7  ·  124 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%