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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 43 of 49  ·  973 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 ARDT ARDENT HEALTH INC Healthcare 14,796.0 $127K 0.02% NEW $8.56 +18.5%
842 LX LEXINFINTECH HLDGS LTD Financial Services 57,453.0 $125K 0.02% NEW $2.18 -10.6%
843 AGBK AGI INC Financial Services 17,165.0 $125K 0.02% NEW $7.27 -3.0%
844 EVH EVOLENT HEALTH INC Healthcare 54,605.0 $124K 0.02% +6K +12.5% $2.28 +73.7%
845 CCLD CARECLOUD INC Healthcare 33,828.0 $123K 0.02% NEW $3.65 -41.9%
846 FSK FS KKR CAP CORP Financial Services 12,098.0 $123K 0.02% NEW $10.18 +7.9%
847 NEWSMAX INC 23,559.0 $123K 0.02% +3K +13.9% $5.22
848 BFLY BUTTERFLY NETWORK INC Healthcare 29,839.0 $121K 0.02% +4K +13.6% $4.04 -5.0%
849 IQ IQIYI INC Communication Services 86,750.0 $117K 0.01% NEW $1.35 -14.1%
850 WVE WAVE LIFE SCIENCES LTD Healthcare 15,745.0 $114K 0.01% NEW $7.25 -6.6%
851 EUPRAXIA PHARMACEUTICALS INC 15,760.0 $114K 0.01% NEW $7.24
852 EOSE EOS ENERGY ENTERPRISES INC Industrials 22,687.0 $113K 0.01% -6K -20.3% $4.96 +58.7%
853 SPOK SPOK HLDGS INC Healthcare 10,283.0 $112K 0.01% NEW $10.90 +0.8%
854 EVEX EVE HLDG INC Industrials 44,956.0 $111K 0.01% +22K +97.2% $2.48 +20.6%
855 RFIL RF INDS LTD Industrials 10,658.0 $110K 0.01% NEW $10.31 +65.0%
856 AURORA CANNABIS INC 33,569.0 $110K 0.01% NEW $3.27
857 NG NOVAGOLD RESOURCES INC Basic Materials 12,190.0 $109K 0.01% -27K -68.6% $8.98 -9.5%
858 PCT PURECYCLE TECHNOLOGIES INC Industrials 20,812.0 $108K 0.01% -7K -26.4% $5.19 +142.6%
859 DTI DRILLING TOOLS INTL CORP Energy 24,835.0 $108K 0.01% NEW $4.33 -30.5%
860 NMG NOUVEAU MONDE GRAPHITE INC Basic Materials 47,743.0 $107K 0.01% NEW $2.24 -14.3%
Page 43 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%