BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
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 30 of 49  ·  973 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 NEXT NEXTDECADE CORP Energy 41,810.0 $320K 0.04% +14K +48.7% $7.66 +10.3%
582 PUMP PROPETRO HLDG CORP Energy 22,193.0 $320K 0.04% NEW $14.41 +18.2%
583 ATHM AUTOHOME INC Communication Services 18,358.0 $319K 0.04% NEW $17.37 -4.0%
584 SBSW SIBANYE STILLWATER LTD Basic Materials 25,871.0 $319K 0.04% NEW $12.32 -3.9%
585 NDAQ NASDAQ INC Financial Services 3,750.0 $318K 0.04% -11K -74.4% $84.89 +6.5%
586 NMIH NMI HLDGS INC Financial Services 8,443.0 $317K 0.04% -6K -43.1% $37.51 +0.7%
587 JANX JANUX THERAPEUTICS INC Healthcare 22,731.0 $316K 0.04% NEW $13.90 +3.7%
588 BBY BEST BUY INC Consumer Cyclical 4,921.0 $316K 0.04% -12K -71.3% $64.20 -4.8%
589 SBET SHARPLINK INC Financial Services 48,853.0 $315K 0.04% NEW $6.45 -1.9%
590 CTS CTS CORP Technology 6,512.0 $311K 0.04% NEW $47.76 +25.4%
591 SONO SONOS INC Technology 23,161.0 $310K 0.04% NEW $13.40 +12.1%
592 CC CHEMOURS CO Basic Materials 14,053.0 $310K 0.04% NEW $22.03 -2.7%
593 LAD LITHIA MTRS INC Consumer Cyclical 1,237.0 $309K 0.04% NEW $249.72 +9.9%
594 GRUPO CIBEST SA 4,165.0 $303K 0.04% NEW $72.81
595 WPP WPP PLC NEW Communication Services 19,475.0 $303K 0.04% NEW $15.55 +19.2%
596 GFF GRIFFON CORP Industrials 4,166.0 $303K 0.04% NEW $72.68 +16.5%
597 CWEN CLEARWAY ENERGY INC Utilities 7,693.0 $302K 0.04% -9K -53.7% $39.29 -2.9%
598 CALM CAL MAINE FOODS INC Consumer Defensive 3,811.0 $302K 0.04% -12K -75.5% $79.15 -2.8%
599 JCI JOHNSON CONTROLS INTERNATION Industrials 2,296.0 $301K 0.04% -7K -75.0% $130.95 +3.5%
600 AMG AFFILIATED MANAGERS GROUP Financial Services 1,085.0 $300K 0.04% -1K -54.9% $276.70 +9.4%
Page 30 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%