Institutions / Axq Capital, LP

Axq Capital, LP

CIK 1916908 · Institution · as of Dec 31, 2025
Portfolio value
$443.37M
Positions
702
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 702 →
CompanyClassValueShares% of portfolio
BellRing Brands Inc$3.17M118,7560.7%
Rocket Companies, Inc.$3.17M163,8420.7%
O Reilly Automotive Inc$2.99M32,7360.7%
Unitedhealth Group Inc$2.93M8,8860.7%
Microsoft Corp$2.89M5,9860.7%
Xylem Inc.$2.84M20,8580.6%
SoFi Technologies, Inc.$2.77M105,6700.6%
Duolingo, Inc.$2.66M15,1400.6%
Marsh & McLennan Companies, Inc.$2.55M13,7670.6%
Honeywell International Inc$2.51M12,8620.6%
BlackRock, Inc.$2.50M2,3370.6%
Stryker Corp$2.50M7,1060.6%
NVIDIA Corp$2.48M13,3030.6%
Interactive Brokers Group Inc$2.47M38,4160.6%
Lennar Corp /New$2.39M23,2130.5%
ROBLOX Corp$2.36M29,1100.5%
Fmc Corp$2.27M163,4090.5%
Broadcom Inc.$2.24M6,4620.5%
Arista Networks, Inc.ANETCommon Stock$2.23M17,0020.5%
Evergy, Inc.$2.20M30,4100.5%
Eog Resources Inc$2.17M20,6880.5%
GoDaddy Inc.$2.13M17,1820.5%
CARRIER GLOBAL Corp$2.12M40,0730.5%
Sysco Corp$2.06M27,9480.5%
Talen Energy Corp$2.04M5,4300.5%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.