AXQ CAPITAL, LP Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$249.4M
Holdings
477
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (477 positions)
| Stock | Value |
|---|---|
WMWASTE MGMT INC DEL | $771K |
CLXCLOROX CO DEL | $760K |
VVVVALVOLINE INC | $756K |
VVISA INC | $755K |
GNRCGENERAC HLDGS INC | $752K |
AVTAVNET INC | $749K |
PANWPALO ALTO NETWORKS INC | $744K |
DTMDT MIDSTREAM INC | $742K |
ROKUROKU INC | $740K |
BROSDUTCH BROS INC | $730K |
CFGCITIZENS FINL GROUP INC | $727K |
CLFCLEVELAND-CLIFFS INC NEW | $722K |
ICEINTERCONTINENTAL EXCHANGE IN | $711K |
MDTMEDTRONIC PLC | $708K |
ABTABBOTT LABS | $705K |
AMGAFFILIATED MANAGERS GROUP IN | $705K |
TFCTRUIST FINL CORP | $702K |
NWSNEWS CORP NEW | $701K |
DDDUPONT DE NEMOURS INC | $694K |
DOCSDOXIMITY INC | $690K |
TPRTAPESTRY INC | $687K |
GISGENERAL MLS INC | $675K |
ARWARROW ELECTRS INC | $664K |
LITELUMENTUM HLDGS INC | $659K |
ATDATI INC | $658K |
SYFSYNCHRONY FINANCIAL | $657K |
OXYOCCIDENTAL PETE CORP | $657K |
CGNXCOGNEX CORP | $655K |
PYPLPAYPAL HLDGS INC | $654K |
PLTRPALANTIR TECHNOLOGIES INC | $647K |
UI2KEMPER CORP | $645K |
OMCOMNICOM GROUP INC | $644K |
BDXBECTON DICKINSON & CO | $640K |
INCYINCYTE CORP | $637K |
PAYXPAYCHEX INC | $634K |
FTNTFORTINET INC | $626K |
FDO.FMACYS INC | $616K |
IRDMIRIDIUM COMMUNICATIONS INC | $609K |
OGNORGANON & CO | $602K |
SCCOSOUTHERN COPPER CORP | $602K |
IDAIDACORP INC | $602K |
RLIRLI CORP | $602K |
DOXAMDOCS LTD | $595K |
CMCSACOMCAST CORP NEW | $591K |
IEXIDEX CORP | $591K |
EXEEXPAND ENERGY CORPORATION | $590K |
IRINGERSOLL RAND INC | $589K |
RFREGIONS FINANCIAL CORP NEW | $584K |
ALABASTERA LABS INC | $584K |
HUMHUMANA INC | $582K |
DOVDOVER CORP | $582K |
ODFLOLD DOMINION FREIGHT LINE IN | $578K |
BMYBRISTOL-MYERS SQUIBB CO | $577K |
EOGEOG RES INC | $576K |
PCGPG&E CORP | $575K |
NTRANATERA INC | $571K |
SAICSCIENCE APPLICATIONS INTL CO | $571K |
DELLDELL TECHNOLOGIES INC | $569K |
ZTSZOETIS INC | $568K |
RNGRINGCENTRAL INC | $566K |
SPBSPECTRUM BRANDS HLDGS INC NE | $562K |
MCHPMICROCHIP TECHNOLOGY INC. | $560K |
LEGLEGGETT & PLATT INC | $557K |
PPCPILGRIMS PRIDE CORP | $552K |
FAFFIRST AMERN FINL CORP | $552K |
CITCINTAS CORP | $548K |
NVSTENVISTA HOLDINGS CORPORATION | $546K |
ONON SEMICONDUCTOR CORP | $545K |
VOYAVOYA FINANCIAL INC | $543K |
LINLINDE PLC | $542K |
AMANTERO MIDSTREAM CORP | $541K |
METAMETA PLATFORMS INC | $540K |
BHFBRIGHTHOUSE FINL INC | $537K |
APPAPPLOVIN CORP | $537K |
CHRCHURCHILL DOWNS INC | $530K |
PCARPACCAR INC | $527K |
CPRICAPRI HOLDINGS LIMITED | $522K |
CAHCARDINAL HEALTH INC | $519K |
WMSADVANCED DRAIN SYS INC DEL | $515K |
COHRCOHERENT CORP | $513K |
IVZINVESCO LTD | $513K |
JWNUSDNORDSTROM INC | $510K |
SCISERVICE CORP INTL | $503K |
ACMAECOM | $502K |
CCCCCC INTELLIGENT SOLUTIONS HL | $501K |
FBINFORTUNE BRANDS INNOVATIONS I | $501K |
EXTREXTREME NETWORKS | $500K |
VSTSVESTIS CORPORATION | $500K |
CNACNA FINL CORP | $497K |
ARANTERO RESOURCES CORP | $495K |
FEFIRSTENERGY CORP | $485K |
MIGAMICROSTRATEGY INC | $484K |
BLDTOPBUILD CORP | $484K |
PGPROCTER AND GAMBLE CO | $483K |
CHHCHOICE HOTELS INTL INC | $482K |
NFENEW FORTRESS ENERGY INC | $482K |
BABOEING CO | $479K |
UNHUNITEDHEALTH GROUP INC | $475K |
BCBRUNSWICK CORP | $473K |
WWAYFAIR INC | $473K |