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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 44 of 49  ·  973 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 SLDP SOLID POWER INC Industrials 35,273.0 $106K 0.01% +10K +38.8% $3.00 -4.0%
862 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 15,945.0 $105K 0.01% NEW $6.58 +57.0%
863 RCKT ROCKET PHARMACEUTICALS INC Healthcare 28,995.0 $104K 0.01% -4K -12.9% $3.58 -9.2%
864 XGN EXAGEN INC Healthcare 34,593.0 $104K 0.01% NEW $3.00 +16.3%
865 HTZ HERTZ GLOBAL HLDGS INC Industrials 22,343.0 $103K 0.01% -12K -34.5% $4.61 +20.0%
866 CADL CANDEL THERAPEUTICS INC Healthcare 20,864.0 $102K 0.01% NEW $4.90 +61.2%
867 AMCX AMC NETWORKS INC Communication Services 14,914.0 $101K 0.01% +2K +20.0% $6.79 +23.0%
868 NFGC NEW FOUND GOLD CORP Basic Materials 50,904.0 $99K 0.01% NEW $1.94 +4.1%
869 RIG TRANSOCEAN LTD Energy 14,872.0 $99K 0.01% -35K -70.0% $6.63 +6.2%
870 STLA STELLANTIS N.V Consumer Cyclical 13,885.0 $98K 0.01% NEW $7.09 +5.6%
871 AVIR ATEA PHARMACEUTICALS INC Healthcare 18,181.0 $98K 0.01% NEW $5.38 -23.0%
872 ABSI ABSCI CORPORATION Healthcare 32,565.0 $98K 0.01% -8K -18.8% $3.00 +64.8%
873 AEGON LTD 13,433.0 $98K 0.01% NEW $7.26
874 AGEN AGENUS INC Healthcare 29,055.0 $97K 0.01% NEW $3.34 -5.4%
875 SUPX SUPERX AI TECHNOLOGY LTD Technology 11,864.0 $95K 0.01% NEW $8.00 +31.7%
876 IDN INTELLICHECK MOBILISA INC Technology 13,548.0 $95K 0.01% NEW $6.99 -38.8%
877 OGN ORGANON & CO Healthcare 15,532.0 $93K 0.01% NEW $5.99 +123.7%
878 ICL ICL GROUP LTD Basic Materials 17,879.0 $93K 0.01% NEW $5.18 +23.7%
879 SOLARIS RES INC 10,676.0 $92K 0.01% NEW $8.58
880 INTR INTER & CO INC Financial Services 11,481.0 $91K 0.01% NEW $7.96 -26.5%
Page 44 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%