AXQ CAPITAL, LP Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$261.0B
Holdings
550
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (550 positions)
| Stock | Value |
|---|---|
CEGCONSTELLATION ENERGY CORP | $472.9M |
MANMANPOWERGROUP INC WIS | $469.1M |
BFAMBRIGHT HORIZONS FAM SOL IN D | $468.5M |
MLIMUELLER INDS INC | $464.8M |
TXG10X GENOMICS INC | $459.8M |
CRBGCOREBRIDGE FINL INC | $458.6M |
DCIDONALDSON INC | $458.2M |
AMSCAMERICAN SUPERCONDUCTOR CORP | $455.3M |
FDO.FMACYS INC | $454.6M |
EXLSEXLSERVICE HOLDINGS INC | $453.2M |
MMSIMERIT MED SYS INC | $450.4M |
MKTXMARKETAXESS HLDGS INC | $448.0M |
FLRFLUOR CORP NEW | $446.6M |
ADMARCHER DANIELS MIDLAND CO | $445.0M |
NVV1NOVAVAX INC | $444.4M |
BCRXBIOCRYST PHARMACEUTICALS INC | $443.4M |
ASTSAST SPACEMOBILE INC | $443.1M |
CUCAAVIS BUDGET GROUP | $442.4M |
ENVAENOVA INTL INC | $441.6M |
RNRRENAISSANCERE HLDGS LTD | $440.8M |
SMRNUSCALE PWR CORP | $439.2M |
LRCXLAM RESEARCH CORP | $436.0M |
NOVNOV INC | $435.7M |
NUVBNUVATION BIO INC | $435.2M |
CAGCONAGRA BRANDS INC | $434.8M |
REALTHE REALREAL INC | $433.0M |
FOURSHIFT4 PMTS INC | $430.5M |
HDHOME DEPOT INC | $429.1M |
JXNJACKSON FINANCIAL INC | $422.9M |
EMNEASTMAN CHEM CO | $422.8M |
STXSEAGATE TECHNOLOGY HLDNGS PL | $419.5M |
AGOASSURED GUARANTY LTD | $418.9M |
UAUNDER ARMOUR INC | $416.9M |
BAMBROOKFIELD ASSET MANAGMT LTD | $416.8M |
LINLINDE PLC | $414.2M |
SFSTIFEL FINL CORP | $414.1M |
VIAVVIAVI SOLUTIONS INC | $413.2M |
RSGREPUBLIC SVCS INC | $410.1M |
WHRWHIRLPOOL CORP | $407.9M |
TYLTYLER TECHNOLOGIES INC | $403.4M |
ENPHENPHASE ENERGY INC | $403.3M |
ESABESAB CORPORATION | $403.2M |
UAAUNDER ARMOUR INC | $399.0M |
LYFTLYFT INC | $397.9M |
RKTROCKET COS INC | $396.2M |
DGXQUEST DIAGNOSTICS INC | $393.5M |
LULULULULEMON ATHLETICA INC | $392.3M |
MIRMIRION TECHNOLOGIES INC | $390.7M |
AWIARMSTRONG WORLD INDS INC NEW | $389.3M |
PYPLPAYPAL HLDGS INC | $388.5M |
AQSTAQUESTIVE THERAPEUTICS INC | $387.0M |
ASHASHLAND INC | $382.2M |
EFRENERGY FUELS INC | $381.8M |
EHCENCOMPASS HEALTH CORP | $381.3M |
GAPGAP INC | $378.5M |
MTHMERITAGE HOMES CORP | $378.2M |
SHAKSHAKE SHACK INC | $374.9M |
JJACOBS SOLUTIONS INC | $374.6M |
MOSMOSAIC CO NEW | $373.1M |
IVZINVESCO LTD | $371.9M |
MAMASTERCARD INCORPORATED | $370.9M |
CASHPATHWARD FINANCIAL INC | $368.9M |
VTRSVIATRIS INC | $368.8M |
ATROASTRONICS CORP | $367.8M |
JKHYHENRY JACK & ASSOC INC | $363.4M |
SGSWEETGREEN INC | $362.4M |
BCCBOISE CASCADE CO DEL | $361.1M |
SMMTSUMMIT THERAPEUTICS INC | $360.9M |
NDSNNORDSON CORP | $357.2M |
AVNSAVANOS MED INC | $354.5M |
DVAXDYNAVAX TECHNOLOGIES CORP | $353.7M |
BANCBANC OF CALIFORNIA INC | $352.6M |
WINAWINMARK CORP | $351.9M |
CROXCROCS INC | $348.7M |
HXLHEXCEL CORP NEW | $348.4M |
ABTABBOTT LABS | $346.1M |
ICEINTERCONTINENTAL EXCHANGE IN | $345.0M |
COPCONOCOPHILLIPS | $344.6M |
SAFTSAFETY INS GROUP INC | $344.3M |
CVXCHEVRON CORP NEW | $344.1M |
IDRIDAHO STRATEGIC RESOURCES | $344.1M |
CRICARTERS INC | $343.0M |
HTZHERTZ GLOBAL HLDGS INC | $339.8M |
INFA1EURINFORMATICA INC | $338.5M |
FLNCFLUENCE ENERGY INC | $333.7M |
STRLSTERLING INFRASTRUCTURE INC | $332.5M |
AEPAMERICAN ELEC PWR CO INC | $330.4M |
GFSGLOBALFOUNDRIES INC | $330.0M |
CACCCREDIT ACCEP CORP MICH | $329.2M |
TDUPTHREDUP INC | $327.7M |
TXNTEXAS INSTRS INC | $326.7M |
VIRTVIRTU FINL INC | $326.2M |
CRKCOMSTOCK RES INC | $325.6M |
LIILENNOX INTL INC | $325.6M |
MCDMCDONALDS CORP | $325.5M |
SPOTSPOTIFY TECHNOLOGY S A | $323.2M |
TTMITTM TECHNOLOGIES INC | $322.8M |
HROWHARROW INC | $322.8M |
TPCTUTOR PERINI CORP | $317.8M |
HLNEHAMILTON LANE INC | $315.8M |