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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 31 of 49  ·  973 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 JKS JINKOSOLAR HLDG CO LTD Energy 11,799.0 $300K 0.04% NEW $25.41 -11.5%
602 EWTX EDGEWISE THERAPEUTICS INC Healthcare 9,513.0 $300K 0.04% NEW $31.50 +1.9%
603 TMC TMC THE METALS COMPANY INC Basic Materials 64,083.0 $299K 0.04% NEW $4.67 +5.8%
604 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 44,976.0 $298K 0.04% NEW $6.63 -16.0%
605 BLDP BALLARD PWR SYS INC NEW Industrials 123,161.0 $298K 0.04% NEW $2.42 +77.3%
606 DV DOUBLEVERIFY HLDGS INC Technology 31,300.0 $297K 0.04% -38K -54.9% $9.50 -3.8%
607 FSS FEDERAL SIGNAL CORP Industrials 2,745.0 $297K 0.04% NEW $108.14 +1.8%
608 ATRO ASTRONICS CORP Industrials 4,416.0 $295K 0.04% -3K -36.8% $66.73 +24.6%
609 BCYC BICYCLE THERAPEUTICS PLC Healthcare 63,134.0 $293K 0.04% NEW $4.64 -5.7%
610 PDS PRECISION DRILLING CORP Energy 2,956.0 $291K 0.04% NEW $98.40 +2.0%
611 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 13,353.0 $290K 0.04% -3K -15.8% $21.75 +27.6%
612 IONS IONIS PHARMACEUTICALS INC Healthcare 3,846.0 $289K 0.04% NEW $75.09 -0.5%
613 GOLD GOLD COM INC Financial Services 7,193.0 $288K 0.04% NEW $40.08 -0.2%
614 FMS FRESENIUS MEDICAL CARE AG Healthcare 12,761.0 $288K 0.04% NEW $22.56 -2.3%
615 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 6,383.0 $286K 0.04% NEW $44.84 +3.8%
616 MMED MINIMED GROUP INC Healthcare 19,165.0 $286K 0.04% NEW $14.92 -26.3%
617 SNA SNAP ON INC Industrials 785.0 $285K 0.04% NEW $363.22 -1.4%
618 NRGV ENERGY VAULT HOLDINGS INC Utilities 86,371.0 $285K 0.04% NEW $3.30 +46.4%
619 DOCS DOXIMITY INC Healthcare 12,172.0 $284K 0.04% NEW $23.30 -18.8%
620 AVBH AVIDBANK HLDGS INC Financial Services 9,924.0 $283K 0.04% NEW $28.50 +3.5%
Page 31 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%