Fund HoldingsAXQ CAPITAL, LP

Total Portfolio Value
$416.90M
Total Bought
$260.58M
Total Sold
$221.10M
Net Transaction
+$39.48M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
S&P GLOBAL INC(SPGI)08,000+8,00003,4040.82%+3,404
MCDONALDS CORP(MCD)010,700+10,70003,0170.72%+3,017
VERISIGN INC014,123+14,12302,6760.64%+2,676
CINTAS CORP(CTAS)03,700+3,70002,5420.61%+2,542
KIMBERLY-CLARK CORP(KMB)019,600+19,60002,5350.61%+2,535
KROGER CO(KR)041,400+41,40002,3650.57%+2,365
MONDELEZ INTL INC(MDLZ)032,700+32,70002,2890.55%+2,289
MEDTRONIC PLC(MDT)025,500+25,50002,2220.53%+2,222
MERCK & CO INC(MRK)015,700+15,70002,0720.50%+2,072
GLOBE LIFE INC020,600+20,60002,3970.58%+2,397
UNITEDHEALTH GROUP INC(UNH)04,500+4,50002,2260.53%+2,226
DUPONT DE NEMOURS INC(DD)025,300+25,30001,9400.47%+1,940
GXO LOGISTICS INCORPORATED(GXO)035,448+35,44801,9060.46%+1,906
PERFORMANCE FOOD GROUP CO(PFGC)025,078+25,07801,8720.45%+1,872
INCYTE CORP(INCY)035,897+35,89702,0450.49%+2,045
CENTERPOINT ENERGY INC(CNP)064,500+64,50001,8380.44%+1,838
GILEAD SCIENCES INC(GILD)024,500+24,50001,7950.43%+1,795
JOHNSON CTLS INTL PLC
SHS
027,400+27,40001,7900.43%+1,790
ORACLE CORP(ORCL)013,700+13,70001,7210.41%+1,721
AUTODESK INC06,600+6,60001,7190.41%+1,719
CLOUDFLARE INC(NET)017,500+17,50001,6950.41%+1,695
TOYOTA MOTOR CORP(TM)06,600+6,60001,6610.40%+1,661
DECKERS OUTDOOR CORP(DECK)01,760+1,76001,6570.40%+1,657
PVH CORPORATION(PVH)011,760+11,76001,6540.40%+1,654
PHILIP MORRIS INTL INC(PM)018,000+18,00001,6490.40%+1,649
EOG RES INC(EOG)012,900+12,90001,6490.40%+1,649
EPAM SYS INC(EPAM)05,960+5,96001,6460.39%+1,646
REPUBLIC SVCS INC(RSG)07,900+7,90001,5120.36%+1,512
VOYA FINANCIAL INC(VOYA)020,271+20,27101,4980.36%+1,498
FERGUSON PLC NEW4,70111,001+6,3009082,4030.58%+1,495
PEPSICO INC(PEP)08,500+8,50001,4880.36%+1,488
UNION PAC CORP(UNP)06,000+6,00001,4760.35%+1,476
CNH INDL N V
SHS
0112,800+112,80001,4620.35%+1,462
AECOM(ACM)014,620+14,62001,4340.34%+1,434
AES CORP(AES)092,000+92,00001,6500.40%+1,650
LULULEMON ATHLETICA INC(LULU)03,500+3,50001,3670.33%+1,367
BARRICK GOLD CORP082,013+82,01301,3650.33%+1,365
PARKER-HANNIFIN CORP(PH)04,100+4,10002,2790.55%+2,279
VALE S A0143,700+143,70001,7520.42%+1,752
COTERRA ENERGY INC058,200+58,20001,6230.39%+1,623
GENERAL DYNAMICS CORP(GD)04,600+4,60001,2990.31%+1,299
CHEVRON CORP NEW(CVX)08,200+8,20001,2930.31%+1,293
PURE STORAGE INC(P)029,900+29,90001,5550.37%+1,555
PENTAIR PLC(PNR)16,51528,715+12,2001,2012,4530.59%+1,253
BOSTON SCIENTIFIC CORP(BSX)018,100+18,10001,2400.30%+1,240
CHIPOTLE MEXICAN GRILL INC(CMG)0500+50001,4530.35%+1,453
VEEVA SYS INC(VEEV)07,200+7,20001,6680.40%+1,668
SMARTSHEET INC031,095+31,09501,1970.29%+1,197
MARSH & MCLENNAN COS INC(MRSH)05,800+5,80001,1950.29%+1,195
PRINCIPAL FINANCIAL GROUP IN(PFG)013,787+13,78701,1900.29%+1,190
SAIA INC(SAIA)02,029+2,02901,1870.28%+1,187
FIDELITY NATL INFORMATION SV(FIS)015,900+15,90001,1790.28%+1,179
AMAZON COM INC(AMZN)012,600+12,60002,2730.55%+2,273
BLOCK H & R INC023,988+23,98801,1780.28%+1,178
BROWN & BROWN INC(BRO)013,400+13,40001,1730.28%+1,173
HERSHEY CO(HSY)06,000+6,00001,1670.28%+1,167
PAYCHEX INC(PAYX)09,500+9,50001,1670.28%+1,167
HENRY SCHEIN INC(HSIC)022,973+22,97301,7350.42%+1,735
DYNATRACE INC(DT)024,500+24,50001,1380.27%+1,138
LENNAR CORP(LEN)06,600+6,60001,1350.27%+1,135
CF INDS HLDGS INC(CF)016,300+16,30001,3560.33%+1,356
LAUDER ESTEE COS INC(EL)07,300+7,30001,1250.27%+1,125
BP PLC(BP)029,800+29,80001,1230.27%+1,123
THERMO FISHER SCIENTIFIC INC(TMO)03,200+3,20001,8600.45%+1,860
GODADDY INC(GDDY)09,400+9,40001,1160.27%+1,116
APTIV PLC(APTV)014,000+14,00001,1150.27%+1,115
AGILON HEALTH INC(AGL)0180,842+180,84201,1030.26%+1,103
AMPHENOL CORP NEW09,500+9,50001,0960.26%+1,096
LAM RESEARCH CORP(LRCX)02,000+2,00001,9430.47%+1,943
DOVER CORP(DOV)06,100+6,10001,0810.26%+1,081
MORGAN STANLEY(MS)011,300+11,30001,0640.26%+1,064
SNOWFLAKE INC(SNOW)08,600+8,60001,3900.33%+1,390
INGERSOLL RAND INC(IR)010,837+10,83701,0290.25%+1,029
MARKETAXESS HLDGS INC(MKTX)04,661+4,66101,0220.25%+1,022
T-MOBILE US INC(TMUS)06,100+6,10009960.24%+996
CROWDSTRIKE HLDGS INC(CRWD)04,900+4,90001,5710.38%+1,571
CONAGRA BRANDS INC(CAG)032,700+32,70009690.23%+969
ENVISTA HOLDINGS CORPORATION(NVST)045,300+45,30009690.23%+969
RELIANCE INC(RS)02,889+2,88909650.23%+965
ATMOS ENERGY CORP(ATO)08,100+8,10009630.23%+963
NETAPP INC(NTAP)09,100+9,10009550.23%+955
BOEING CO(BA)07,100+7,10001,3700.33%+1,370
FORTINET INC(FTNT)013,800+13,80009430.23%+943
WILLIS TOWERS WATSON PLC LTD(WTW)06,040+6,04001,6610.40%+1,661
BIOMARIN PHARMACEUTICAL INC(BMRN)015,300+15,30001,3360.32%+1,336
BRIGHTHOUSE FINL INC(BHF)017,807+17,80709180.22%+918
ASSURED GUARANTY LTD(AGO)010,466+10,46609130.22%+913
NATIONAL GRID PLC(NGG)013,351+13,35109110.22%+911
ALLSTATE CORP(ALL)05,200+5,20009000.22%+900
NORDSON CORP(NDSN)03,270+3,27008980.22%+898
CREDIT ACCEP CORP MICH(CACC)01,622+1,62208950.21%+895
DATADOG INC(DDOG)014,500+14,50001,7920.43%+1,792
PAYCOM SOFTWARE INC(PAYC)08,000+8,00001,5920.38%+1,592
LINCOLN NATL CORP IND(LNC)060,300+60,30001,9250.46%+1,925
TAPESTRY INC(TPR)018,600+18,60008830.21%+883
COMCAST CORP NEW(CCZ)033,100+33,10001,4350.34%+1,435
HUNTSMAN CORP(HUN)052,400+52,40001,3640.33%+1,364
INTERPUBLIC GROUP COS INC026,800+26,80008740.21%+874
10X GENOMICS INC(TXG)023,200+23,20008710.21%+871
NASDAQ INC(NDAQ)13,80026,400+12,6008021,6660.40%+864
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