AXQ CAPITAL, LP Q4 2024 Filing
Filed February 11, 2025
Portfolio Value
$222.2B
Holdings
411
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (411 positions)
| Stock | Value |
|---|---|
HUBBHUBBELL INC | $754.4M |
CRUSCIRRUS LOGIC INC | $753.4M |
ODFLOLD DOMINION FREIGHT LINE IN | $752.9M |
GDGENERAL DYNAMICS CORP | $752.8M |
KSSKOHLS CORP | $739.9M |
DARDARLING INGREDIENTS INC | $734.6M |
TTEKTETRA TECH INC NEW | $733.1M |
DOXAMDOCS LTD | $728.4M |
PODDINSULET CORP | $724.7M |
ZBRAZEBRA TECHNOLOGIES CORPORATI | $723.4M |
TOSTTOAST INC | $722.7M |
RYANRYAN SPECIALTY HOLDINGS INC | $712.0M |
HASHASBRO INC | $708.3M |
CRMSALESFORCE INC | $705.8M |
EBAEBAY INC. | $703.4M |
CPRTCOPART INC | $701.4M |
PKGPACKAGING CORP AMER | $700.6M |
IQVIQVIA HLDGS INC | $692.5M |
ERIEERIE INDTY CO | $688.8M |
UUNITY SOFTWARE INC | $681.3M |
KRKROGER CO | $680.8M |
BYDBOYD GAMING CORP | $674.5M |
TSCOTRACTOR SUPPLY CO | $662.7M |
CFCF INDS HLDGS INC | $662.1M |
SSENTINELONE INC | $660.6M |
MTSIMACOM TECH SOLUTIONS HLDGS I | $658.8M |
VMIVALMONT INDS INC | $657.5M |
FOXFOX CORP | $652.3M |
GTESGATES INDL CORP PLC | $640.3M |
JWNUSDNORDSTROM INC | $624.3M |
LNWOLIGHT & WONDER INC | $621.8M |
ROPROPER TECHNOLOGIES INC | $620.2M |
LNGCHENIERE ENERGY INC | $617.5M |
WWDWOODWARD INC | $617.1M |
BROSDUTCH BROS INC | $615.5M |
JBLJABIL INC | $612.2M |
LITELUMENTUM HLDGS INC | $608.0M |
JCIJOHNSON CTLS INTL PLC | $603.3M |
GXOGXO LOGISTICS INCORPORATED | $601.8M |
LNCLINCOLN NATL CORP IND | $600.9M |
ALLEALLEGION PLC | $597.2M |
MTNVAIL RESORTS INC | $596.3M |
NWSANEWS CORP NEW | $595.4M |
WECWEC ENERGY GROUP INC | $595.2M |
CPNGCOUPANG INC | $594.3M |
WYNNWYNN RESORTS LTD | $591.9M |
CZRCAESARS ENTERTAINMENT INC NE | $588.1M |
DVADAVITA INC | $586.4M |
LHXL3HARRIS TECHNOLOGIES INC | $583.1M |
INTUINTUIT | $581.4M |
SSDSIMPSON MFG INC | $580.6M |
JBHTHUNT J B TRANS SVCS INC | $576.8M |
FOXAFOX CORP | $573.9M |
4I1PHILIP MORRIS INTL INC | $563.7M |
CCKCROWN HLDGS INC | $550.2M |
NVTNVENT ELECTRIC PLC | $550.1M |
VLOVALERO ENERGY CORP | $549.9M |
APPAPPLOVIN CORP | $548.9M |
RHRH | $547.9M |
TRGPTARGA RES CORP | $546.7M |
OXYOCCIDENTAL PETE CORP | $542.2M |
STSENSATA TECHNOLOGIES HLDG PL | $540.0M |
NFGNATIONAL FUEL GAS CO | $539.7M |
LECOLINCOLN ELEC HLDGS INC | $538.0M |
PEGPUBLIC SVC ENTERPRISE GRP IN | $527.7M |
APAAPA CORPORATION | $527.3M |
EDCONSOLIDATED EDISON INC | $523.7M |
HOGHARLEY DAVIDSON INC | $522.9M |
KEXKIRBY CORP | $517.5M |
TFXTELEFLEX INCORPORATED | $514.7M |
EXPDEXPEDITORS INTL WASH INC | $510.6M |
CLFCLEVELAND-CLIFFS INC NEW | $510.2M |
ITTITT INC | $505.7M |
BBYBEST BUY INC | $495.8M |
MHKMOHAWK INDS INC | $494.0M |
MDBMONGODB INC | $492.6M |
RNGRINGCENTRAL INC | $491.9M |
SMGSCOTTS MIRACLE-GRO CO | $480.0M |
RNRRENAISSANCERE HLDGS LTD | $476.7M |
AWNADVANCE AUTO PARTS INC | $476.2M |
LVSLAS VEGAS SANDS CORP | $475.3M |
UWMCUWM HOLDINGS CORPORATION | $467.7M |
SOFISOFI TECHNOLOGIES INC | $456.5M |
LINLINDE PLC | $455.9M |
INCYINCYTE CORP | $455.7M |
UTHUNITED THERAPEUTICS CORP DEL | $454.1M |
GPKGRAPHIC PACKAGING HLDG CO | $451.7M |
NWSNEWS CORP NEW | $447.7M |
CLXCLOROX CO DEL | $447.3M |
DDSDILLARDS INC | $446.9M |
ACNACCENTURE PLC IRELAND | $446.4M |
OKEONEOK INC NEW | $446.2M |
TRMBTRIMBLE INC | $444.8M |
CIENCIENA CORP | $444.3M |
RFREGIONS FINANCIAL CORP NEW | $438.0M |
TFCTRUIST FINL CORP | $437.1M |
LYFTLYFT INC | $433.5M |
BF/BBROWN FORMAN CORP | $428.2M |
MDTMEDTRONIC PLC | $428.0M |
MSIMOTOROLA SOLUTIONS INC | $425.3M |