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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 23 of 49  ·  973 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 NRIX NURIX THERAPEUTICS INC Healthcare 29,537.0 $458K 0.06% NEW $15.50 -1.7%
442 NVAX NOVAVAX INC Healthcare 55,989.0 $456K 0.06% +26K +86.8% $8.14 +8.6%
443 JOYY JOYY INC Communication Services 7,762.0 $453K 0.06% NEW $58.39 -2.4%
444 NNI NELNET INC Financial Services 3,513.0 $453K 0.06% +894.0 +34.1% $128.96 -0.3%
445 UAMY UNITED STATES ANTIMONY CORP Basic Materials 51,135.0 $446K 0.06% +11K +26.9% $8.73 -13.6%
446 ANGLOGOLD ASHANTI PLC 4,583.0 $446K 0.06% +2K +70.8% $97.36
447 CRGY CRESCENT ENERGY COMPANY Energy 32,965.0 $445K 0.06% NEW $13.50 +1.9%
448 HLIT HARMONIC INC Technology 49,289.0 $443K 0.06% NEW $8.98 +37.9%
449 RELX RELX PLC Communication Services 13,312.0 $441K 0.06% NEW $33.15 +1.8%
450 KMB KIMBERLY-CLARK CORP Consumer Defensive 4,559.0 $440K 0.06% -8K -63.9% $96.47 +0.1%
451 FRSH FRESHWORKS INC Technology 54,694.0 $439K 0.06% NEW $8.03 +14.8%
452 CHRW C H ROBINSON WORLDWIDE IN Industrials 2,638.0 $438K 0.06% NEW $166.07 +3.3%
453 SAN BANCO SANTANDER SA Financial Services 38,830.0 $438K 0.06% NEW $11.28 +5.1%
454 CNA CNA FINL CORP Financial Services 9,537.0 $438K 0.06% -18K -65.7% $45.92 -3.3%
455 TOL TOLL BROTHERS INC Consumer Cyclical 3,206.0 $438K 0.06% NEW $136.47 -8.7%
456 SEANERGY MARITIME HLDGS CORP 33,827.0 $437K 0.06% NEW $12.91
457 THG HANOVER INS GROUP INC Financial Services 2,509.0 $435K 0.06% NEW $173.35 +12.6%
458 AIT APPLIED INDL TECHNOLOGIES IN Industrials 1,637.0 $434K 0.06% -2K -58.6% $265.32 +13.7%
459 MILLROSE PPTYS INC 15,498.0 $434K 0.06% NEW $28.00
460 UFPI UFP INDUSTRIES INC Basic Materials 4,698.0 $433K 0.06% +2K +69.2% $92.12 -13.7%
Page 23 of 49  ·  973 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%