AXQ CAPITAL, LP
JERSEY CITY NJ · SEC CIK 0001916908
$9.20亿2026Q2 申报市值
960持仓数
7.0%前十大占比 · 第一大 0.8%
374 / 499新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
KNX 新建仓+$661.30万
CPRT 加仓+$620.81万
ECHO 新建仓+$593.71万
PEGA 新建仓+$592.01万
MCK 加仓+$569.72万
2026Q2 卖出最多 按季末市值估算
SNDK 减仓-$824.91万
WDC 减仓-$713.19万
MU 减仓-$675.14万
FTNT 减仓-$639.81万
MRVL 减仓-$589.02万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GLOB | GLOBANT S A | $38.36万 | 0.04% | 13,255 | 13,255 | — | $38.36万 | 新建仓 |
| MYE | MYERS INDS INC | $38.67万 | 0.04% | 10,951 | 10,951 | — | $38.67万 | 新建仓 |
| HCI | HCI GROUP INC | $38.82万 | 0.04% | 2,215 | 2,215 | — | $38.82万 | 新建仓 |
| NTGR | NETGEAR INC | $38.85万 | 0.04% | 16,638 | 16,638 | — | $38.85万 | 新建仓 |
| APPF | APPFOLIO INC | $38.87万 | 0.04% | 2,424 | -4,009 | -62.3% | -$64.28万 | 减仓 |
| SIG | SIGNET JEWELERS LIMITED | $39.02万 | 0.04% | 4,527 | 4,527 | — | $39.02万 | 新建仓 |
| TILE | INTERFACE INC | $39.17万 | 0.04% | 10,928 | 10,928 | — | $39.17万 | 新建仓 |
| TTMI | TTM TECHNOLOGIES INC | $39.20万 | 0.04% | 2,096 | -2,643 | -55.8% | -$49.43万 | 重新持有 |
| SHOE | SHOE STA GROUP INC | $39.36万 | 0.04% | 26,539 | 26,539 | — | $39.36万 | 新建仓 |
| CMI | CUMMINS INC | $39.44万 | 0.04% | 553 | 553 | — | $39.44万 | 新建仓 |
| VIA | VIA TRANSN INC | $39.47万 | 0.04% | 21,759 | 21,759 | — | $39.47万 | 新建仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $39.55万 | 0.04% | 36,519 | 26,153 | 252.3% | $28.32万 | 重新持有 |
| HEI | HEICO CORP NEW | $39.68万 | 0.04% | 1,114 | -2,734 | -71.0% | -$97.38万 | 减仓 |
| REG | REGENCY CTRS CORP | $40.11万 | 0.04% | 5,030 | 5,030 | — | $40.11万 | 新建仓 |
| — | PROSHARES TR II | $40.36万 | 0.04% | 14,709 | 14,709 | — | $40.36万 | 新建仓 |
| MH | MCGRAW HILL INC | $40.47万 | 0.04% | 42,737 | 28,162 | 193.2% | $26.67万 | 加仓 |
| EVRG | EVERGY INC | $40.55万 | 0.04% | 4,692 | -2,406 | -33.9% | -$20.80万 | 减仓 |
| CLMT | CALUMET INC | $40.56万 | 0.04% | 11,260 | 11,260 | — | $40.56万 | 新建仓 |
| HLIT | HARMONIC INC | $40.69万 | 0.04% | 24,919 | -24,370 | -49.4% | -$39.80万 | 减仓 |
| DV | DOUBLEVERIFY HLDGS INC | $40.92万 | 0.04% | 37,751 | 6,451 | 20.6% | $6.99万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $41.10万 | 0.04% | 3,127 | 3,127 | — | $41.10万 | 新建仓 |
| FXI | ISHARES TR | $41.23万 | 0.04% | 13,051 | 13,051 | — | $41.23万 | 新建仓 |
| AVGO | BROADCOM INC | $41.25万 | 0.04% | 1,092 | -5,370 | -83.1% | -$202.85万 | 重新持有 |
| LAUR | LAUREATE ED INC | $41.29万 | 0.04% | 11,368 | 3,864 | 51.5% | $14.03万 | 重新持有 |
| TTC | TORO CO | $41.61万 | 0.05% | 4,271 | 4,271 | — | $41.61万 | 新建仓 |
| BIO | BIO RAD LABS INC | $41.63万 | 0.05% | 1,418 | 1,418 | — | $41.63万 | 新建仓 |
| ABSI | ABSCI CORPORATION | $41.72万 | 0.05% | 36,000 | 3,435 | 10.5% | $3.98万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $41.85万 | 0.05% | 1,318 | -2,724 | -67.4% | -$86.50万 | 重新持有 |
| WGO | WINNEBAGO INDS INC | $42.03万 | 0.05% | 13,454 | 13,454 | — | $42.03万 | 新建仓 |
| MGTX | MEIRAGTX HLDGS PLC | $42.14万 | 0.05% | 31,189 | 31,189 | — | $42.14万 | 新建仓 |
| CASH | PATHWARD FINANCIAL INC | $42.19万 | 0.05% | 4,846 | 2,297 | 90.1% | $20.00万 | 加仓 |
| SNDA | SONIDA SENIOR LIVING INC | $42.19万 | 0.05% | 10,341 | 10,341 | — | $42.19万 | 新建仓 |
| MKTX | MARKETAXESS HLDGS INC | $42.38万 | 0.05% | 3,734 | -1,456 | -28.1% | -$16.52万 | 减仓 |
| OPFI | OPPFI INC | $42.55万 | 0.05% | 42,853 | 27,740 | 183.6% | $27.55万 | 重新持有 |
| GEO | GEO GROUP INC | $42.76万 | 0.05% | 14,471 | -1,857 | -11.4% | -$5.49万 | 重新持有 |
| MBX | MBX BIOSCIENCES INC | $42.82万 | 0.05% | 7,757 | 1,294 | 20.0% | $7.14万 | 重新持有 |
| VNT | VONTIER CORPORATION | $42.90万 | 0.05% | 14,794 | 8,993 | 155.0% | $26.08万 | 加仓 |
| QNST | QUINSTREET INC | $43.06万 | 0.05% | 29,394 | 29,394 | — | $43.06万 | 新建仓 |
| ESS | ESSEX PPTY TR INC | $43.42万 | 0.05% | 1,489 | 1,489 | — | $43.42万 | 新建仓 |
| FNF | FIDELITY NATL FINL INC | $43.48万 | 0.05% | 9,220 | 4,189 | 83.3% | $19.76万 | 重新持有 |
| TMUS | T-MOBILE US INC | $43.58万 | 0.05% | 2,598 | -7,501 | -74.3% | -$125.81万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $43.97万 | 0.05% | 2,912 | 2,912 | — | $43.97万 | 新建仓 |
| IRON | DISC MEDICINE INC | $44.14万 | 0.05% | 6,035 | 6,035 | — | $44.14万 | 新建仓 |
| PJT | PJT PARTNERS INC | $44.39万 | 0.05% | 2,941 | -2,222 | -43.0% | -$33.54万 | 减仓 |
| ADMA | ADMA BIOLOGICS INC | $44.45万 | 0.05% | 53,105 | -8,684 | -14.1% | -$7.27万 | 减仓 |
| VOYA | VOYA FINANCIAL INC | $44.58万 | 0.05% | 4,924 | 350 | 7.7% | $3.17万 | 重新持有 |
| XRX | XEROX HOLDINGS CORP | $44.58万 | 0.05% | 142,422 | 142,422 | — | $44.58万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $44.62万 | 0.05% | 1,204 | 153 | 14.6% | $5.67万 | 加仓 |
| CMPR | CIMPRESS PLC | $44.91万 | 0.05% | 4,416 | 4,416 | — | $44.91万 | 新建仓 |
| KSS | KOHLS CORP | $45.15万 | 0.05% | 25,482 | 25,482 | — | $45.15万 | 新建仓 |
| CTRI | CENTURI HOLDINGS INC | $45.27万 | 0.05% | 14,969 | -2,916 | -16.3% | -$8.82万 | 减仓 |
| MAZE | MAZE THERAPEUTICS INC | $45.34万 | 0.05% | 15,193 | 8,098 | 114.1% | $24.16万 | 加仓 |
| WCC | WESCO INTL INC | $45.49万 | 0.05% | 1,317 | 1,317 | — | $45.49万 | 新建仓 |
| BUR | BURFORD CAPITAL LIMITED | $45.58万 | 0.05% | 111,164 | 57,745 | 108.1% | $23.68万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $46.64万 | 0.05% | 10,177 | -4,215 | -29.3% | -$19.32万 | 重新持有 |
| ULCC | FRONTIER GROUP HLDGS INC | $47.03万 | 0.05% | 59,460 | 59,460 | — | $47.03万 | 新建仓 |
| TIC | TIC SOLUTIONS INC | $47.04万 | 0.05% | 58,141 | 22,638 | 63.8% | $18.31万 | 加仓 |
| TH | TARGET HOSPITALITY CORP | $47.12万 | 0.05% | 23,145 | 23,145 | — | $47.12万 | 新建仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $47.51万 | 0.05% | 6,255 | 6,255 | — | $47.51万 | 新建仓 |
| SHOP | SHOPIFY INC | $47.54万 | 0.05% | 4,164 | 4,164 | — | $47.54万 | 新建仓 |
| CMC | COMMERCIAL METALS CO | $47.76万 | 0.05% | 7,611 | 7,611 | — | $47.76万 | 新建仓 |
| PRI | PRIMERICA INC | $47.86万 | 0.05% | 1,684 | -2,644 | -61.1% | -$75.14万 | 重新持有 |
| EQIX | EQUINIX INC | $48.47万 | 0.05% | 465 | -112 | -19.4% | -$11.67万 | 减仓 |
| DAVE | DAVE INC | $48.62万 | 0.05% | 1,305 | 1,305 | — | $48.62万 | 新建仓 |
| SO | SOUTHERN CO | $48.76万 | 0.05% | 5,095 | -4,871 | -48.9% | -$46.62万 | 减仓 |
| EPR | EPR PPTYS | $48.91万 | 0.05% | 8,431 | -159 | -1.9% | -$9,224 | 减仓 |
| AUR | AURORA INNOVATION INC | $49.25万 | 0.05% | 72,209 | -60,549 | -45.6% | -$41.29万 | 减仓 |
| NOV | NOV INC | $49.38万 | 0.05% | 26,622 | 26,622 | — | $49.38万 | 新建仓 |
| FRSH | FRESHWORKS INC | $49.50万 | 0.05% | 48,909 | -5,785 | -10.6% | -$5.85万 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $49.88万 | 0.05% | 929 | 929 | — | $49.88万 | 新建仓 |
| FRVO | FERVO ENERGY CO | $49.92万 | 0.05% | 17,079 | 17,079 | — | $49.92万 | 新建仓 |
| TR | TOOTSIE ROLL INDS INC | $50.22万 | 0.05% | 12,698 | 12,698 | — | $50.22万 | 新建仓 |
| WRB | BERKLEY W R CORP | $50.30万 | 0.05% | 7,132 | -22,213 | -75.7% | -$156.67万 | 减仓 |
| LXU | LSB INDS INC | $50.46万 | 0.05% | 46,682 | 2,144 | 4.8% | $2.32万 | 加仓 |
| LIF | LIFE360 INC | $50.48万 | 0.05% | 9,118 | -141 | -1.5% | -$7,806 | 重新持有 |
| JPM | JPMORGAN CHASE & CO | $50.67万 | 0.06% | 1,548 | -2,668 | -63.3% | -$87.33万 | 减仓 |
| BGC | BGC GROUP INC | $50.85万 | 0.06% | 47,569 | 4,131 | 9.5% | $4.42万 | 加仓 |
| TFSL | TFS FINL CORP | $51.06万 | 0.06% | 28,816 | -44,415 | -60.7% | -$78.70万 | 减仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $51.09万 | 0.06% | 6,838 | 595 | 9.5% | $4.45万 | 加仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $51.23万 | 0.06% | 10,095 | -537 | -5.1% | -$2.73万 | 减仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $51.41万 | 0.06% | 6,116 | 2,524 | 70.3% | $21.22万 | 加仓 |
| BORR | BORR DRILLING LTD | $51.48万 | 0.06% | 124,639 | 3,180 | 2.6% | $1.31万 | 加仓 |
| RH | RH | $51.69万 | 0.06% | 3,138 | 3,138 | — | $51.69万 | 新建仓 |
| GO | GROCERY OUTLET HLDG CORP | $51.74万 | 0.06% | 51,843 | 11,881 | 29.7% | $11.86万 | 加仓 |
| NRIX | NURIX THERAPEUTICS INC | $51.76万 | 0.06% | 21,334 | -8,203 | -27.8% | -$19.90万 | 减仓 |
| ACMR | ACM RESH INC | $51.89万 | 0.06% | 4,089 | 4,089 | — | $51.89万 | 新建仓 |
| CTS | CTS CORP | $52.16万 | 0.06% | 8,002 | 1,490 | 22.9% | $9.71万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $52.39万 | 0.06% | 1,047 | -9,127 | -89.7% | -$456.71万 | 减仓 |
| CE | CELANESE CORP DEL | $52.48万 | 0.06% | 11,409 | 5,408 | 90.1% | $24.88万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $52.54万 | 0.06% | 9,634 | 9,634 | — | $52.54万 | 新建仓 |
| GATX | GATX CORP | $52.55万 | 0.06% | 2,966 | 2,966 | — | $52.55万 | 新建仓 |
| STAG | STAG INDUSTRIAL INC | $52.75万 | 0.06% | 13,859 | 7,415 | 115.1% | $28.22万 | 重新持有 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $53.34万 | 0.06% | 3,487 | 3,487 | — | $53.34万 | 新建仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $53.37万 | 0.06% | 58,970 | 799 | 1.4% | $7,231 | 加仓 |
| FSLY | FASTLY INC | $53.41万 | 0.06% | 29,093 | 29,093 | — | $53.41万 | 新建仓 |
| AMBQ | AMBIQ MICRO INC | $53.89万 | 0.06% | 6,103 | 6,103 | — | $53.89万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $54.07万 | 0.06% | 3,183 | -2,148 | -40.3% | -$36.49万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $54.18万 | 0.06% | 11,711 | -2,416 | -17.1% | -$11.18万 | 减仓 |
| QQQ | INVESCO QQQ TR | $54.27万 | 0.06% | 737 | 737 | — | $54.27万 | 新建仓 |
| GRPN | GROUPON INC | $54.31万 | 0.06% | 22,571 | -7,997 | -26.2% | -$19.24万 | 重新持有 |