Fund HoldingsAXQ CAPITAL, LP

Total Portfolio Value
$249.42M
Total Bought
$178.71M
Total Sold
$148.89M
Net Transaction
+$29.82M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
UGI CORP NEW(UGI)069,210+69,21002,2890.92%+2,289
BERKSHIRE HATHAWAY INC DEL04,272+4,27202,2750.91%+2,275
CSX CORP(CSX)067,425+67,42501,9840.80%+1,984
ALCOA CORP(AA)062,446+62,44601,9050.76%+1,905
DOLLAR TREE INC(DLTR)023,823+23,82301,7880.72%+1,788
MARTIN MARIETTA MATLS INC(MLM)03,633+3,63301,7370.70%+1,737
ABBVIE INC(ABBV)08,216+8,21601,7210.69%+1,721
CONAGRA BRANDS INC(CAG)064,009+64,00901,7070.68%+1,707
DOCUSIGN INC(DOCU)020,449+20,44901,6650.67%+1,665
LOWES COS INC(LOW)06,954+6,95401,6220.65%+1,622
MGIC INVT CORP WIS(MTG)071,875+71,87501,7810.71%+1,781
BOSTON SCIENTIFIC CORP(BSX)015,218+15,21801,5350.62%+1,535
WYNDHAM HOTELS & RESORTS INC(WH)016,424+16,42401,4870.60%+1,487
BROADCOM INC(AVGO)08,878+8,87801,4860.60%+1,486
SALESFORCE INC(CRM)08,101+8,10102,1740.87%+2,174
CBRE GROUP INC(CBRE)010,964+10,96401,4340.57%+1,434
FISERV INC(FISV)06,435+6,43501,4210.57%+1,421
PNC FINL SVCS GROUP INC(PNC)07,903+7,90301,3890.56%+1,389
KNIGHT-SWIFT TRANSN HLDGS IN(KNX)031,478+31,47801,3690.55%+1,369
OWENS CORNING NEW(OC)09,529+9,52901,3610.55%+1,361
FORTIVE CORP(FTV)017,312+17,31201,2670.51%+1,267
COCA COLA CO(KO)017,662+17,66201,2650.51%+1,265
DENTSPLY SIRONA INC(XRAY)084,418+84,41801,2610.51%+1,261
ROLLINS INC(ROL)023,142+23,14201,2500.50%+1,250
CHIPOTLE MEXICAN GRILL INC(CMG)024,689+24,68901,2400.50%+1,240
NEWS CORP NEW(NWS)066,904+66,90401,8210.73%+1,821
AON PLC(AON)03,008+3,00801,2000.48%+1,200
AMETEK INC06,774+6,77401,1660.47%+1,166
BERKLEY W R CORP016,272+16,27201,1580.46%+1,158
TARGA RES CORP(TRGP)08,414+8,41401,6870.68%+1,687
WHIRLPOOL CORP(WHR)012,620+12,62001,1370.46%+1,137
LIVE NATION ENTERTAINMENT IN(LYV)08,597+8,59701,1230.45%+1,123
BALL CORP021,381+21,38101,1130.45%+1,113
MICROSOFT CORP(MSFT)02,961+2,96101,1120.45%+1,112
MASTERCARD INCORPORATED(MA)02,677+2,67701,4670.59%+1,467
SOFI TECHNOLOGIES INC(SOFI)0130,434+130,43401,5170.61%+1,517
AES CORP(AES)91,867180,536+88,6691,1822,2420.90%+1,060
LATTICE SEMICONDUCTOR CORP(LSCC)020,207+20,20701,0600.42%+1,060
DXC TECHNOLOGY CO(DXC)061,799+61,79901,0540.42%+1,054
STIFEL FINL CORP(SF)011,044+11,04401,0410.42%+1,041
ALPHABET INC(GOOG)06,614+6,61401,0230.41%+1,023
CHUBB LIMITED
COM
03,362+3,36201,0150.41%+1,015
AGILENT TECHNOLOGIES INC(A)08,526+8,52609970.40%+997
ENPHASE ENERGY INC(ENPH)016,033+16,03309950.40%+995
CORNING INC(GLW)021,238+21,23809720.39%+972
ALPHABET INC(GOOG)06,210+6,21009700.39%+970
CHORD ENERGY CORPORATION(CHRD)08,428+8,42809500.38%+950
KIMBERLY-CLARK CORP(KMB)06,604+6,60409390.38%+939
ECOLAB INC(ECL)03,642+3,64209230.37%+923
HILTON WORLDWIDE HLDGS INC(HLT)04,014+4,01409130.37%+913
QUEST DIAGNOSTICS INC(DGX)05,397+5,39709130.37%+913
IONIS PHARMACEUTICALS INC(IONS)030,104+30,10409080.36%+908
TWILIO INC(TWLO)09,072+9,07208880.36%+888
EVERSOURCE ENERGY(ES)014,172+14,17208800.35%+880
WORKDAY INC(WDAY)03,741+3,74108740.35%+874
ANALOG DEVICES INC(ADI)04,251+4,25108570.34%+857
COUPANG INC(CPNG)27,03866,080+39,0425941,4490.58%+855
DATADOG INC(DDOG)08,592+8,59208520.34%+852
SOUTHERN CO(SO)09,192+9,19208450.34%+845
ALIGN TECHNOLOGY INC05,281+5,28108390.34%+839
LAMB WESTON HLDGS INC(LW)015,726+15,72608380.34%+838
AMKOR TECHNOLOGY INC046,353+46,35308370.34%+837
AMERICAN FINL GROUP INC OHIO06,358+6,35808350.33%+835
ACADIA HEALTHCARE COMPANY IN(ACHC)037,981+37,98101,1520.46%+1,152
GROCERY OUTLET HLDG CORP(GO)059,260+59,26008280.33%+828
SAREPTA THERAPEUTICS INC(SRPT)012,829+12,82908190.33%+819
BOSTON BEER INC(SAM)03,390+3,39008100.32%+810
CHEVRON CORP NEW(CVX)04,756+4,75607960.32%+796
EDISON INTL(EIX)013,425+13,42507910.32%+791
PREMIER INC040,649+40,64907840.31%+784
MONSTER BEVERAGE CORP NEW(MNST)013,383+13,38307830.31%+783
ALLIANT ENERGY CORP(LNT)012,136+12,13607810.31%+781
TARGET CORP(TGT)07,438+7,43807760.31%+776
TYSON FOODS INC(TSN)012,163+12,16307760.31%+776
CUMMINS INC(CMI)02,476+2,47607760.31%+776
WASTE MGMT INC DEL(WM)03,331+3,33107710.31%+771
VISA INC(V)02,154+2,15407550.30%+755
GENERAC HLDGS INC(GNRC)05,935+5,93507520.30%+752
AVNET INC015,573+15,57307490.30%+749
PALO ALTO NETWORKS INC(PANW)04,359+4,35907440.30%+744
DT MIDSTREAM INC(DTM)07,693+7,69307420.30%+742
CITIZENS FINL GROUP INC(CFG)017,737+17,73707270.29%+727
ABBOTT LABS05,316+5,31607050.28%+705
DUPONT DE NEMOURS INC(DD)09,290+9,29006940.28%+694
VERTIV HOLDINGS CO(VRT)014,888+14,88801,0750.43%+1,075
GENERAL MLS INC(GIS)011,282+11,28206750.27%+675
MARRIOTT INTL INC NEW(MAR)04,074+4,07409700.39%+970
ADVANCE AUTO PARTS INC(AAP)029,005+29,00501,1370.46%+1,137
ATI INC(ATI)012,639+12,63906580.26%+658
PAYPAL HLDGS INC(PYPL)010,029+10,02906540.26%+654
TERADATA CORP DEL(TDC)038,458+38,45808650.35%+865
KEMPER CORP(KMPB)09,649+9,64906450.26%+645
OMNICOM GROUP INC(OMC)07,766+7,76606440.26%+644
LYONDELLBASELL INDUSTRIES N
SHS - A -
012,383+12,38308720.35%+872
BECTON DICKINSON & CO(BDX)02,796+2,79606400.26%+640
ORGANON & CO(OGN)040,459+40,45906020.24%+602
SOUTHERN COPPER CORP(SCCO)06,444+6,44406020.24%+602
IDACORP INC(IDA)05,182+5,18206020.24%+602
RLI CORP(RLI)07,491+7,49106020.24%+602
COMCAST CORP NEW(CCZ)016,024+16,02405910.24%+591
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