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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 37 of 49  ·  973 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 MAN MANPOWERGROUP INC WIS Industrials 7,287.0 $215K 0.03% -3K -29.9% $29.46 -8.8%
722 ALNT ALLIENT INC Technology 3,624.0 $214K 0.03% NEW $59.09 +5.4%
723 CSX CSX CORP Industrials 5,194.0 $213K 0.03% -22K -80.7% $41.05 +12.8%
724 WERN WERNER ENTERPRISES INC Industrials 7,243.0 $213K 0.03% -2K -19.2% $29.41 +30.8%
725 CAMT CAMTEK LTD Technology 1,400.0 $212K 0.03% NEW $151.61 +1.2%
726 CRSR CORSAIR GAMING INC Technology 38,205.0 $212K 0.03% -16K -29.8% $5.55 +21.9%
727 MAZE MAZE THERAPEUTICS INC Healthcare 7,095.0 $212K 0.03% NEW $29.85 -15.7%
728 LC LENDINGCLUB ISSUANCE TR SER Financial Services 14,749.0 $211K 0.03% NEW $14.32 +6.6%
729 IFS INTERCORP FINL SVCS INC Financial Services 4,186.0 $210K 0.03% NEW $50.20 -5.3%
730 TASK TASKUS INC Technology 31,144.0 $209K 0.03% NEW $6.71 -14.6%
731 EXR EXTRA SPACE STORAGE INC Real Estate 1,582.0 $207K 0.03% NEW $131.13 +9.6%
732 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 110.0 $207K 0.03% NEW $1884.66 +2.6%
733 MZTI MARZETTI COMPANY Consumer Defensive 1,495.0 $207K 0.03% +179.0 +13.6% $138.33 -18.2%
734 YEXT YEXT INC Technology 53,697.0 $206K 0.03% NEW $3.84 -9.2%
735 AVBP ARRIVENT BIOPHARMA INC Healthcare 8,935.0 $206K 0.03% NEW $23.07 +16.2%
736 VNT VONTIER CORPORATION Technology 5,801.0 $206K 0.03% NEW $35.47 -21.9%
737 LYTS LSI INDS INC OHIO Technology 11,028.0 $205K 0.03% NEW $18.60 +22.2%
738 NESR NATIONAL ENERGY SERVICES REU Energy 9,553.0 $205K 0.03% -12K -56.3% $21.47 +19.4%
739 NBP NOVABRIDGE BIOSCIENCES Healthcare 83,330.0 $205K 0.03% NEW $2.46 -31.1%
740 EMERA INC 3,939.0 $204K 0.03% NEW $51.87
Page 37 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%