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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 25 of 49  ·  973 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 ATEN A10 NETWORKS INC Technology 17,556.0 $406K 0.05% NEW $23.12 +22.3%
482 EZPW EZCORP INC Financial Services 15,938.0 $405K 0.05% NEW $25.38 +27.3%
483 PCAR PACCAR INC Industrials 3,489.0 $403K 0.05% NEW $115.50 -6.0%
484 HTO H2O AMERICA Utilities 6,844.0 $402K 0.05% NEW $58.67 -3.7%
485 EMR EMERSON ELEC CO Industrials 3,059.0 $401K 0.05% NEW $131.02 -0.6%
486 BSBR BANCO SANTANDER BRASIL S A Financial Services 67,478.0 $400K 0.05% NEW $5.93 -9.4%
487 JACK JACK IN THE BOX INC Consumer Cyclical 41,373.0 $400K 0.05% NEW $9.67 +16.6%
488 ALK ALASKA AIR GROUP INC Industrials 10,875.0 $400K 0.05% NEW $36.78 -0.3%
489 LASR NLIGHT INC Technology 6,991.0 $399K 0.05% NEW $57.02 +21.6%
490 HWC HANCOCK WHITNEY CORPORATION Financial Services 6,243.0 $397K 0.05% NEW $63.59 +3.9%
491 ICFI ICF INTL INC Industrials 6,072.0 $396K 0.05% NEW $65.29 +1.3%
492 CAI CARIS LIFE SCIENCES INC Healthcare 22,125.0 $396K 0.05% +10K +81.2% $17.88 -16.8%
493 CE CELANESE CORP DEL Basic Materials 6,001.0 $395K 0.05% -10K -62.6% $65.77 -18.4%
494 LIVN LIVANOVA PLC Healthcare 6,204.0 $394K 0.05% NEW $63.56 +15.9%
495 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 16,854.0 $394K 0.05% -97K -85.2% $23.39 +5.9%
496 BIDU BAIDU INC Communication Services 3,534.0 $394K 0.05% NEW $111.42 +21.3%
497 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 4,290.0 $392K 0.05% NEW $91.37 -22.8%
498 NVTS NAVITAS SEMICONDUCTOR CORP Technology 44,516.0 $390K 0.05% -4K -8.1% $8.77 +132.2%
499 LIN LINDE PLC Basic Materials 786.0 $390K 0.05% -2K -67.7% $495.76 +1.9%
500 DQ DAQO NEW ENERGY CORP Technology 18,218.0 $387K 0.05% NEW $21.27 -19.3%
Page 25 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%