Fund HoldingsAXQ CAPITAL, LP

Total Portfolio Value
$443.37M
Total Bought
$316.74M
Total Sold
$134.90M
Net Transaction
+$181.84M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
OREILLY AUTOMOTIVE INC(ORLY)032,736+32,73602,9860.67%+2,986
UNITEDHEALTH GROUP INC(UNH)08,886+8,88602,9330.66%+2,933
XYLEM INC(XYL)020,858+20,85802,8400.64%+2,840
ROCKET COS INC(RKT)0163,842+163,84203,1720.72%+3,172
BLACKROCK INC(BLK)02,337+2,33702,5010.56%+2,501
STRYKER CORPORATION(SYK)07,106+7,10602,4980.56%+2,498
MARSH & MCLENNAN COS INC(MRSH)013,767+13,76702,5540.58%+2,554
BROADCOM INC(AVGO)06,462+6,46202,2360.50%+2,236
EVERGY INC(EVRG)030,410+30,41002,2040.50%+2,204
CARRIER GLOBAL CORPORATION(CARR)040,073+40,07302,1170.48%+2,117
TALEN ENERGY CORP(TLN)05,430+5,43002,0350.46%+2,035
DUOLINGO INC(DUOL)015,140+15,14002,6570.60%+2,657
AGILENT TECHNOLOGIES INC(A)014,803+14,80302,0140.45%+2,014
MARATHON PETE CORP(MPC)012,237+12,23701,9900.45%+1,990
BELLRING BRANDS INC(BRBR)0118,756+118,75603,1740.72%+3,174
GENTEX CORP(GNTX)082,828+82,82801,9270.43%+1,927
LENNAR CORP(LEN)023,213+23,21302,3860.54%+2,386
HF SINCLAIR CORP(DINO)040,690+40,69001,8750.42%+1,875
PRIMO BRANDS CORPORATION(PRMB)0112,362+112,36201,8370.41%+1,837
PHILLIPS 66(PSX)014,210+14,21001,8340.41%+1,834
ROBLOX CORP(RBLX)029,110+29,11002,3590.53%+2,359
ELI LILLY & CO(LLY)01,689+1,68901,8150.41%+1,815
NVIDIA CORPORATION(NVDA)013,303+13,30302,4810.56%+2,481
CROWN HLDGS INC(CCK)017,375+17,37501,7890.40%+1,789
PROCTER AND GAMBLE CO(PG)012,290+12,29001,7610.40%+1,761
ITT INC(ITT)010,003+10,00301,7360.39%+1,736
MICROSOFT CORP(MSFT)2,2965,986+3,6901,1892,8950.65%+1,706
HP INC(HPQ)076,510+76,51001,7050.38%+1,705
SHARKNINJA INC(SN)015,032+15,03201,6820.38%+1,682
ROKU INC(ROKU)015,499+15,49901,6810.38%+1,681
EBAY INC.(EBAY)018,777+18,77701,6350.37%+1,635
OTIS WORLDWIDE CORP(OTIS)018,230+18,23001,5920.36%+1,592
SKYWORKS SOLUTIONS INC(SWKS)027,730+27,73001,7580.40%+1,758
MORGAN STANLEY(MS)08,742+8,74201,5520.35%+1,552
BIOMARIN PHARMACEUTICAL INC(BMRN)026,036+26,03601,5470.35%+1,547
DOMINOS PIZZA INC(DPZ)03,691+3,69101,5380.35%+1,538
TEMPUS AI INC(TEM)026,002+26,00201,5350.35%+1,535
BATH & BODY WORKS INC075,675+75,67501,5200.34%+1,520
GE VERNOVA INC(GEV)02,284+2,28401,4930.34%+1,493
GLOBALFOUNDRIES INC(GFS)049,617+49,61701,7330.39%+1,733
WAYFAIR INC(W)013,918+13,91801,3980.32%+1,398
SYNCHRONY FINANCIAL(SYF)016,736+16,73601,3960.31%+1,396
CLOUDFLARE INC(NET)010,068+10,06801,9850.45%+1,985
PRICE T ROWE GROUP INC(TROW)013,468+13,46801,3790.31%+1,379
CRANE COMPANY(CR)07,463+7,46301,3760.31%+1,376
LYFT INC(LYFT)090,817+90,81701,7590.40%+1,759
FMC CORP(FMC)0163,409+163,40902,2660.51%+2,266
MUELLER INDS INC(MLI)015,811+15,81101,8150.41%+1,815
DUKE ENERGY CORP NEW(DUK)011,296+11,29601,3240.30%+1,324
SOFI TECHNOLOGIES INC(SOFI)0105,670+105,67002,7660.62%+2,766
ZIONS BANCORPORATION N A(ZION)022,284+22,28401,3050.29%+1,305
DYNATRACE INC(DT)034,548+34,54801,4970.34%+1,497
KIMBERLY-CLARK CORP(KMB)012,614+12,61401,2730.29%+1,273
CBRE GROUP INC(CBRE)07,893+7,89301,2690.29%+1,269
ENCOMPASS HEALTH CORP(EHC)015,495+15,49501,6450.37%+1,645
PINTEREST INC(PINS)048,571+48,57101,2580.28%+1,258
MSCI INC(MSCI)02,188+2,18801,2550.28%+1,255
MODERNA INC(MRNA)061,584+61,58401,8160.41%+1,816
CENTENE CORP DEL(CNC)035,852+35,85201,4750.33%+1,475
VALERO ENERGY CORP(VLO)07,643+7,64301,2440.28%+1,244
CAL MAINE FOODS INC(CALM)015,540+15,54001,2370.28%+1,237
ROLLINS INC(ROL)020,516+20,51601,2310.28%+1,231
RPM INTL INC(RPM)011,801+11,80101,2270.28%+1,227
FIRST HAWAIIAN INC(FHB)048,137+48,13701,2180.27%+1,218
PG&E CORP(PCG)0120,386+120,38601,9350.44%+1,935
VERISIGN INC07,653+7,65301,8590.42%+1,859
RALLIANT CORP(RAL)028,100+28,10001,4310.32%+1,431
BLACKSTONE INC(BX)07,579+7,57901,1680.26%+1,168
NASDAQ INC(NDAQ)014,667+14,66701,4250.32%+1,425
MOSAIC CO NEW(MOS)062,963+62,96301,5170.34%+1,517
MOHAWK INDS INC(MHK)010,354+10,35401,1320.26%+1,132
ROYAL CARIBBEAN GROUP
COM
04,042+4,04201,1270.25%+1,127
SS&C TECHNOLOGIES HLDGS INC(SSNC)012,873+12,87301,1250.25%+1,125
PRIMERICA INC(PRI)04,328+4,32801,1180.25%+1,118
PROGRESSIVE CORP(PGR)04,906+4,90601,1170.25%+1,117
JOHNSON CTLS INTL PLC
SHS
09,184+9,18401,1000.25%+1,100
BENTLEY SYS INC(BSY)028,727+28,72701,0960.25%+1,096
SERVICENOW INC(NOW)011,320+11,32001,7340.39%+1,734
NRG ENERGY INC(NRG)010,115+10,11501,6110.36%+1,611
NETFLIX INC(NFLX)78321,636+20,8539392,0290.46%+1,090
ZSCALER INC(ZS)04,844+4,84401,0900.25%+1,090
ACADIA HEALTHCARE COMPANY IN(ACHC)0113,543+113,54301,6110.36%+1,611
SENTINELONE INC(S)0108,282+108,28201,6240.37%+1,624
SUMMIT THERAPEUTICS INC(SMMT)081,519+81,51901,4260.32%+1,426
PARAMOUNT SKYDANCE CORP(PSKY)079,429+79,42901,0640.24%+1,064
DOORDASH INC(DASH)04,689+4,68901,0620.24%+1,062
MASCO CORP(MAS)016,659+16,65901,0570.24%+1,057
COCA COLA CONS INC(COKE)06,833+6,83301,0470.24%+1,047
XPO INC(XPO)07,566+7,56601,0280.23%+1,028
DTE ENERGY CO(DTB)07,952+7,95201,0260.23%+1,026
LEONARDO DRS INC(DRS)044,872+44,87201,5300.35%+1,530
APPLIED INDL TECHNOLOGIES IN(AIT)03,956+3,95601,0160.23%+1,016
DXC TECHNOLOGY CO(DXC)068,306+68,30601,0010.23%+1,001
BECTON DICKINSON & CO(BDX)05,133+5,13309960.22%+996
HEICO CORP NEW03,907+3,90709860.22%+986
SOMNIGROUP INTERNATIONAL INC(SGI)011,000+11,00009820.22%+982
NEWS CORP NEW(NWS)033,119+33,11909810.22%+981
CSX CORP(CSX)026,892+26,89209750.22%+975
SCOTTS MIRACLE-GRO CO(SMG)016,651+16,65109720.22%+972
HOULIHAN LOKEY INC(HLI)05,571+5,57109700.22%+970
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