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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 48 of 49  ·  973 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 CPSH CPS TECHNOLOGIES CORP Technology 10,321.0 $39K 0.01% NEW $3.74 +15.0%
942 ORMP ORAMED PHARMACEUTICALS INC Healthcare 11,326.0 $39K 0.01% NEW $3.40 +27.4%
943 EVO EVOTEC AG Healthcare 15,354.0 $38K 0.01% NEW $2.50 +8.0%
944 AVD AMERICAN VANGUARD CORP Basic Materials 15,176.0 $38K 0.01% NEW $2.49 +7.2%
945 KLC KINDERCARE LEARNING COMPANIE Consumer Defensive 16,892.0 $37K 0.01% NEW $2.20 +76.8%
946 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 20,861.0 $37K 0.01% -17K -45.1% $1.76 +98.9%
947 MDXHEALTH SA 15,954.0 $37K 0.01% NEW $2.30
948 KULR TECHNOLOGY GROUP INC 14,826.0 $35K 0.01% -2K -13.9% $2.37
949 AVXL ANAVEX LIFE SCIENCES CORP Healthcare 11,421.0 $35K 0.01% -14K -54.3% $3.07 -13.0%
950 SID COMPANHIA SIDERURGICA NACION Basic Materials 27,226.0 $34K 0.00% NEW $1.24 +0.8%
951 OPTU OPTIMUM COMMUNICATIONS INC Communication Services 24,665.0 $32K 0.00% NEW $1.30 -38.1%
952 LXRX LEXICON PHARMACEUTICALS INC Healthcare 20,150.0 $31K 0.00% NEW $1.56 +37.2%
953 DIGI PWR X INC 14,137.0 $29K 0.00% NEW $2.03
954 CRBU CARIBOU BIOSCIENCES INC Healthcare 15,000.0 $28K 0.00% NEW $1.90 +3.7%
955 GLDG GOLDMINING INC Basic Materials 23,294.0 $28K 0.00% NEW $1.19 -9.2%
956 TMCI TREACE MED CONCEPTS INC Healthcare 19,507.0 $26K 0.00% +3K +15.1% $1.34 +103.0%
957 IVVD INVIVYD INC Healthcare 19,984.0 $26K 0.00% NEW $1.30 -20.0%
958 SNBR SLEEP NUMBER CORP Consumer Cyclical 14,465.0 $26K 0.00% NEW $1.80 -13.7%
959 DDD 3D SYS CORP DEL Technology 13,646.0 $26K 0.00% NEW $1.88 +50.5%
960 THM INTERNATIONAL TOWER HILL MIN Basic Materials 10,779.0 $25K 0.00% NEW $2.30 +3.5%
Page 48 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%