AXQ CAPITAL, LP Q4 2025 Filing

Filed February 10, 2026

Portfolio Value

$443.4M

Holdings

702

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (702 positions)

StockValue
AROCARCHROCK INC
$337K
CERTCERTARA INC
$335K
PNRPENTAIR PLC
$334K
CHHCHOICE HOTELS INTL INC
$333K
ADPAUTOMATIC DATA PROCESSING IN
$333K
LTHLIFE TIME GROUP HOLDINGS INC
$330K
AUPHAURINIA PHARMACEUTICALS INC
$329K
CAICARIS LIFE SCIENCES INC
$329K
VSCOVICTORIAS SECRET AND CO
$329K
PLABPHOTRONICS INC
$328K
BCPCBALCHEM CORP
$328K
EXTREXTREME NETWORKS
$327K
EOSEEOS ENERGY ENTERPRISES INC
$326K
TTMITTM TECHNOLOGIES INC
$326K
DYDYCOM INDS INC
$325K
INTCINTEL CORP
$325K
GMGENERAL MTRS CO
$324K
HAEHAEMONETICS CORP MASS
$324K
TALOTALOS ENERGY INC
$324K
AIRAAR CORP
$323K
CRSRCORSAIR GAMING INC
$323K
PRMPERIMETER SOLUTIONS INC
$323K
XPELXPEL INC
$318K
LENZLENZ THERAPEUTICS INC
$317K
ALITALIGHT INC
$317K
RUMRUMBLE INC
$315K
AZNASTRAZENECA PLC
$314K
OSGOCTAVE SPECIALTY GROUP INC
$314K
WWDWOODWARD INC
$314K
ORRFORRSTOWN FINL SVCS INC
$313K
CDNSCADENCE DESIGN SYSTEM INC
$313K
AVNSAVANOS MED INC
$311K
KBHKB HOME
$309K
MANMANPOWERGROUP INC WIS
$309K
PORPORTLAND GEN ELEC CO
$308K
RSIRUSH STREET INTERACTIVE INC
$308K
TXNTEXAS INSTRS INC
$306K
TICTIC SOLUTIONS INC
$305K
OREALTY INCOME CORP
$303K
DAWNDAY ONE BIOPHARMACEUTICALS I
$302K
LAZLAZARD INC
$301K
ACVAACV AUCTIONS INC
$301K
TPBTURNING PT BRANDS INC
$301K
DDSDILLARDS INC
$297K
ACTENACT HLDGS INC
$296K
HQYHEALTHEQUITY INC
$293K
NIOCORP DEVS LTD
$293K
UALUNITED AIRLS HLDGS INC
$292K
LDOSLEIDOS HOLDINGS INC
$292K
CAKECHEESECAKE FACTORY INC
$291K
PPLPPL CORP
$289K
DOCUDOCUSIGN INC
$286K
TERNTERNS PHARMACEUTICALS INC
$285K
JHXJAMES HARDIE INDS PLC
$284K
STRASTRATEGIC ED INC
$284K
WBDWARNER BROS DISCOVERY INC
$284K
MTNVAIL RESORTS INC
$284K
MTBM & T BK CORP
$283K
HROWHARROW INC
$282K
MGPIMGP INGREDIENTS INC NEW
$281K
KURAKURA ONCOLOGY INC
$280K
TTDTHE TRADE DESK INC
$279K
RELYREMITLY GLOBAL INC
$278K
ADNTADIENT PLC
$278K
TRVITREVI THERAPEUTICS INC
$277K
GRNDGRINDR INC
$276K
CMPCOMPASS MINERALS INTL INC
$275K
BLMNBLOOMIN BRANDS INC
$274K
FNFFIDELITY NATIONAL FINANCIAL
$274K
NDSNNORDSON CORP
$273K
PPCPILGRIMS PRIDE CORP
$273K
ANAUTONATION INC
$273K
WDFCWD 40 CO
$272K
EXPDEXPEDITORS INTL WASH INC
$270K
KEXKIRBY CORP
$269K
WERNWERNER ENTERPRISES INC
$269K
ISRGINTUITIVE SURGICAL INC
$268K
BORRBORR DRILLING LTD
$267K
MDLZMONDELEZ INTL INC
$266K
SBUXSTARBUCKS CORP
$265K
MHOM/I HOMES INC
$264K
GEGGEO GROUP INC NEW
$263K
SKYWSKYWEST INC
$259K
DBDDIEBOLD NIXDORF INC
$258K
TDUPTHREDUP INC
$258K
ALMSALUMIS INC
$257K
IDRIDAHO STRATEGIC RESOURCES
$256K
OSKOSHKOSH CORP
$254K
ABXABACUS GLOBAL MGMT INC
$252K
UFPIUFP INDUSTRIES INC
$252K
LAURLAUREATE EDUCATION INC
$252K
LYVLIVE NATION ENTERTAINMENT IN
$250K
OI*O-I GLASS INC
$248K
AEVAAEVA TECHNOLOGIES INC
$248K
LECOLINCOLN ELEC HLDGS INC
$248K
ATMUATMUS FILTRATION TECHNOLOGIE
$245K
NNENANO NUCLEAR ENERGY INC
$244K
ECGEVERUS CONSTR GROUP
$244K
ABNBAIRBNB INC
$244K
ETRENTERGY CORP NEW
$243K
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