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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 24 of 49  ·  973 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 HPQ HP INC Technology 22,451.0 $431K 0.06% -54K -70.7% $19.21 +8.1%
462 SR SPIRE INC Utilities 4,752.0 $430K 0.06% NEW $90.54 -3.3%
463 OFRM ONCE UPON A FARM PBC Consumer Defensive 26,313.0 $430K 0.06% NEW $16.35 -1.8%
464 EPR EPR PPTYS Real Estate 8,590.0 $429K 0.06% NEW $49.96 +16.8%
465 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 18,340.0 $428K 0.06% NEW $23.36 -17.3%
466 ABEV AMBEV SA Consumer Defensive 146,518.0 $428K 0.06% +129K +717.8% $2.92 +7.4%
467 BGC BGC GROUP INC Financial Services 43,438.0 $425K 0.06% -17K -27.8% $9.78 +16.2%
468 FLNC FLUENCE ENERGY INC Utilities 30,771.0 $423K 0.05% NEW $13.76 +32.6%
469 BBNX BETA BIONICS INC Healthcare 42,046.0 $421K 0.05% NEW $10.02 -7.3%
470 GGAL GRUPO FINANCIERO GALICIA S.A Financial Services 8,994.0 $420K 0.05% NEW $46.71 -12.1%
471 ACHR ARCHER AVIATION INC Industrials 80,744.0 $417K 0.05% NEW $5.17 +16.5%
472 COGT COGENT BIOSCIENCES INC Healthcare 10,835.0 $417K 0.05% +4K +64.1% $38.49 -17.8%
473 ELVN ENLIVEN THERAPEUTICS INC Healthcare 10,632.0 $417K 0.05% -4K -25.4% $39.20 +1.2%
474 ABT ABBOTT LABORATORIES Healthcare 4,045.0 $415K 0.05% NEW $102.67 -13.7%
475 VTR VENTAS INC Real Estate 5,076.0 $415K 0.05% NEW $81.78 +8.0%
476 LUMN LUMEN TECHNOLOGIES INC Communication Services 59,244.0 $412K 0.05% +32K +114.9% $6.95 +34.9%
477 NCNO NCINO INC Technology 27,429.0 $411K 0.05% NEW $14.98 +0.3%
478 OMER OMEROS CORP Healthcare 38,815.0 $410K 0.05% +10K +33.1% $10.56 +10.7%
479 TKC TURKCELL ILETISIM Communication Services 67,829.0 $409K 0.05% NEW $6.03 -1.2%
480 CALX CALIX INC Technology 8,337.0 $408K 0.05% NEW $48.99 -18.1%
Page 24 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%