Stock Taper

AXQ CAPITAL, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Equinix, Inc.EQIX465$484.71K
Cummins Inc.CMI553$394.4K
Amgen Inc.AMGN569$206.05K
GE Vernova Inc.GEV639$750.74K
Vicor CorporationVICR683$259.39K
Bel Fuse Inc.BELFB695$231.46K
BeOne Medicines AGONC707$201.47K
Aon plcAON815$270.33K
Intuit Inc.INTU888$231.77K
Howmet Aerospace Inc.HWM897$241.17K
Watts Water Technologies, Inc.WTS905$354.26K
SPX Technologies, Inc.SPXC911$223.35K
Sanmina CorporationSANM918$232.33K
Madrigal Pharmaceuticals, Inc.MDGL929$498.83K
Berkshire Hathaway Inc.BRK-B1.05K$523.91K
XPO Logistics, Inc.XPO1.09K$223.77K
Broadcom Inc.AVGO1.09K$412.5K
Evercore Inc.EVR1.09K$373.19K
Comfort Systems USA, Inc.FIX1.1K$2.17M
Simon Property Group, Inc.SPG1.11K$247.58K