AXQ CAPITAL, LP Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$309.7B

Holdings

547

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (547 positions)

#StockSharesValue% PortfolioType
401
KURAKURA ONCOLOGY INC
45,472$262.4M0.08%
402
DECKDECKERS OUTDOOR CORP
2,537$261.5M0.08%
403
ATRAPTARGROUP INC
1,667$260.8M0.08%
404
AISPAIRSHIP AI HLDGS INC
44,035$259.4M0.08%
405
GCTGIGACLOUD TECHNOLOGY INC
12,951$256.2M0.08%
406
KDKYNDRYL HLDGS INC
6,087$255.4M0.08%
407
MCDMCDONALDS CORP
871$254.5M0.08%
408
CARSCARS COM INC
21,461$254.3M0.08%
409
METAMETA PLATFORMS INC
344$253.9M0.08%
410
ESEESCO TECHNOLOGIES INC
1,320$253.3M0.08%
411
COKECOCA COLA CONS INC
2,266$253.0M0.08%
412
UI2KEMPER CORP
3,914$252.6M0.08%
413
OSGAMBAC FINL GROUP INC
35,439$251.6M0.08%
414
AYIACUITY INC
842$251.2M0.08%
415
BHBIGLARI HLDGS INC
852$249.0M0.08%
416
WDWALKER & DUNLOP INC
3,529$248.7M0.08%
417
BHVNBIOHAVEN LTD
17,602$248.4M0.08%
418
YEXTYEXT INC
29,203$248.2M0.08%
419
VCYTVERACYTE INC
9,080$245.4M0.08%
420
TDYTELEDYNE TECHNOLOGIES INC
479$245.4M0.08%
421
AINALBANY INTL CORP
3,475$243.7M0.08%
422
THCTENET HEALTHCARE CORP
1,383$243.4M0.08%
423
IM8NINSMED INC
2,412$242.7M0.08%
424
A3IAMERISAFE INC
5,524$241.6M0.08%
425
FULTFULTON FINL CORP PA
13,300$239.9M0.08%
426
CRMDCORMEDIX INC
19,401$239.0M0.08%
427
RMBS*RAMBUS INC DEL
3,694$236.5M0.08%
428
CRSCARPENTER TECHNOLOGY CORP
851$235.2M0.08%
429
OSISOSI SYSTEMS INC
1,045$235.0M0.08%
430
TRMBTRIMBLE INC
3,067$233.0M0.08%
431
MARMARRIOTT INTL INC NEW
843$230.3M0.07%
432
CRNXCRINETICS PHARMACEUTICALS IN
7,990$229.8M0.07%
433
ARLOARLO TECHNOLOGIES INC
13,536$229.6M0.07%
434
TRVITREVI THERAPEUTICS INC
41,495$227.0M0.07%
435
TWSTTWIST BIOSCIENCE CORP
6,143$226.0M0.07%
436
PYPLPAYPAL HLDGS INC
3,014$224.0M0.07%
437
DDSDILLARDS INC
535$223.5M0.07%
438
TREXTREX CO INC
4,103$223.1M0.07%
439
IDTIDT CORP
3,261$222.8M0.07%
440
ANAUTONATION INC
1,118$222.1M0.07%
441
BKVBKV CORP
9,196$221.8M0.07%
442
MTGMGIC INVT CORP WIS
7,925$220.6M0.07%
443
MXLMAXLINEAR INC
15,520$220.5M0.07%
444
CA8ACACI INTL INC
460$219.3M0.07%
445
AAMIACADIAN ASSET MANAGEMENT INC
6,218$219.1M0.07%
446
OUSTOUSTER INC
9,012$218.5M0.07%
447
GNWGENWORTH FINL INC
27,897$217.0M0.07%
448
MEDPMEDPACE HLDGS INC
691$216.9M0.07%
449
VLTOVERALTO CORP
2,147$216.7M0.07%
450
ATDATI INC
2,506$216.4M0.07%
451
SPCEVIRGIN GALACTIC HOLDINGS INC
78,983$215.6M0.07%
452
VRTXVERTEX PHARMACEUTICALS INC
484$215.5M0.07%
453
NBNNORTHEAST BK PORTLAND ME
2,414$214.8M0.07%
454
MSCIMSCI INC
371$214.0M0.07%
455
CAKECHEESECAKE FACTORY INC
3,408$213.5M0.07%
456
NWENORTHWESTERN ENERGY GROUP IN
4,157$213.3M0.07%
457
TSNTYSON FOODS INC
3,736$209.0M0.07%
458
NBHCNATIONAL BK HLDGS CORP
5,538$208.3M0.07%
459
GATXGATX CORP
1,353$207.8M0.07%
460
TTMITTM TECHNOLOGIES INC
5,081$207.4M0.07%
461
DGXQUEST DIAGNOSTICS INC
1,143$205.3M0.07%
462
EPACENERPAC TOOL GROUP CORP
5,037$204.3M0.07%
463
AAOIAPPLIED OPTOELECTRONICS INC
7,901$203.0M0.07%
464
YELPYELP INC
5,858$200.8M0.06%
465
KOSKOSMOS ENERGY LTD
114,000$196.1M0.06%
466
BANCBANC OF CALIFORNIA INC
13,794$193.8M0.06%
467
AURAURORA INNOVATION INC
36,437$190.9M0.06%
468
HPHELMERICH & PAYNE INC
12,439$188.6M0.06%
469
CODICOMPASS DIVERSIFIED
29,962$188.2M0.06%
470
OISOIL STS INTL INC
34,937$187.3M0.06%
471
NUVBNUVATION BIO INC
95,395$186.0M0.06%
472
RAMACO RES INC
14,095$185.2M0.06%
473
SG7SAGE THERAPEUTICS INC
20,152$183.8M0.06%
474
ARRYARRAY TECHNOLOGIES INC
31,104$183.5M0.06%
475
IVZINVESCO LTD
11,551$182.2M0.06%
476
ZETAZETA GLOBAL HOLDINGS CORP
11,469$177.7M0.06%
477
FLOFLOWERS FOODS INC
11,085$177.1M0.06%
478
SA2DSANDRIDGE ENERGY INC
16,204$175.3M0.06%
479
CERTCERTARA INC
14,832$173.5M0.06%
480
BBAIBIGBEAR AI HLDGS INC
25,438$172.7M0.06%
481
HOPEHOPE BANCORP INC
15,138$162.4M0.05%
482
ALTALTIMMUNE INC
41,282$159.8M0.05%
483
PLPLANET LABS PBC
26,042$158.9M0.05%
484
SWSSMITH & WESSON BRANDS INC
18,033$156.5M0.05%
485
SANASANA BIOTECHNOLOGY INC
57,000$155.6M0.05%
486
IEIVANHOE ELECTRIC INC
16,959$153.8M0.05%
487
AEOAMERICAN EAGLE OUTFITTERS IN
15,171$145.9M0.05%
488
ROIVROIVANT SCIENCES LTD
12,940$145.8M0.05%
489
OFIXORTHOFIX MED INC
12,986$144.8M0.05%
490
DHRB & G FOODS INC NEW
34,108$144.3M0.05%
491
ALHCALIGNMENT HEALTHCARE INC
10,212$143.0M0.05%
492
UPWKUPWORK INC
10,489$141.0M0.05%
493
5E7ITEOS THERAPEUTICS INC
13,860$138.2M0.04%
494
FLYWFLYWIRE CORPORATION
11,718$137.1M0.04%
495
ZVRAZEVRA THERAPEUTICS INC
15,317$134.9M0.04%
496
AMRXAMNEAL PHARMACEUTICALS INC
16,579$134.1M0.04%
497
TSHATAYSHA GENE THERAPIES INC
57,000$131.7M0.04%
498
ORICORIC PHARMACEUTICALS INC
12,950$131.4M0.04%
499
PHATPHATHOM PHARMACEUTICALS INC
13,620$130.6M0.04%
500
EWCZEUROPEAN WAX CTR INC
22,874$128.8M0.04%
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