AXQ CAPITAL, LP
JERSEY CITY NJ · SEC CIK 0001916908
$7.77亿2026Q1 申报市值
973持仓数
6.3%前十大占比 · 第一大 0.8%
522 / 235新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BSX 加仓+$549.12万
BRK/B 新建仓+$487.54万
CLF 加仓+$474.74万
TPG 新建仓+$451.03万
DLTR 新建仓+$446.18万
2026Q1 卖出最多 按季末市值估算
MRSH 清仓-$255.41万
HONEYWELL INTL I 清仓-$250.92万
LEN 清仓-$238.63万
ACHC 减仓-$226.16万
NFLX 清仓-$202.86万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SIBN | SI BONE INC | $14.22万 | 0.02% | 11,260 | 11,260 | — | $14.22万 | 新建仓 |
| MBC | MASTERBRAND INC | $14.32万 | 0.02% | 17,236 | 17,236 | — | $14.32万 | 新建仓 |
| — | IMPERIAL PETE INC | $14.43万 | 0.02% | 33,720 | 33,720 | — | $14.43万 | 新建仓 |
| SPIR | SPIRE GLOBAL INC | $14.44万 | 0.02% | 11,478 | 11,478 | — | $14.44万 | 新建仓 |
| — | GRAFTECH INTL LTD SR NT | $14.50万 | 0.02% | 21,392 | 21,392 | — | $14.50万 | 新建仓 |
| RYAM | RAYONIER ADVANCED MATLS INC | $14.63万 | 0.02% | 13,213 | 13,213 | — | $14.63万 | 新建仓 |
| ALT | ALTIMMUNE INC | $14.71万 | 0.02% | 47,752 | 22,051 | 85.8% | $6.79万 | 加仓 |
| AIOT | POWERFLEET INC | $14.77万 | 0.02% | 47,969 | 21,330 | 80.1% | $6.57万 | 加仓 |
| — | TIGO ENERGY INC | $14.79万 | 0.02% | 39,329 | 39,329 | — | $14.79万 | 新建仓 |
| PSEC | PROSPECT CAP CORP | $14.81万 | 0.02% | 56,756 | 56,756 | — | $14.81万 | 新建仓 |
| — | BRAZIL POTASH CORP | $14.85万 | 0.02% | 45,825 | 45,825 | — | $14.85万 | 新建仓 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LT | $14.86万 | 0.02% | 78,191 | 78,191 | — | $14.86万 | 新建仓 |
| ARVN | ARVINAS INC | $14.92万 | 0.02% | 14,073 | 14,073 | — | $14.92万 | 新建仓 |
| LXEO | LEXEO THERAPEUTICS INC | $14.99万 | 0.02% | 26,119 | 11,198 | 75.0% | $6.43万 | 重新持有 |
| RNW | RENEW ENERGY GLOBAL PLC | $15.27万 | 0.02% | 33,334 | 33,334 | — | $15.27万 | 新建仓 |
| BHVN | BIOHAVEN LTD | $15.35万 | 0.02% | 18,148 | 18,148 | — | $15.35万 | 新建仓 |
| UEC | URANIUM ENERGY CORP | $15.42万 | 0.02% | 11,425 | -8,607 | -43.0% | -$11.62万 | 减仓 |
| BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $15.53万 | 0.02% | 17,347 | 17,347 | — | $15.53万 | 新建仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $15.56万 | 0.02% | 15,733 | -13,616 | -46.4% | -$13.47万 | 减仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $15.57万 | 0.02% | 11,865 | 1,153 | 10.8% | $1.51万 | 加仓 |
| COUR | COURSERA INC | $15.63万 | 0.02% | 26,861 | 10,352 | 62.7% | $6.02万 | 加仓 |
| SATL | SATELLOGIC INC | $15.70万 | 0.02% | 28,869 | 28,869 | — | $15.70万 | 新建仓 |
| SWIM | LATHAM GROUP INC | $15.90万 | 0.02% | 29,610 | 14,555 | 96.7% | $7.82万 | 加仓 |
| LWLG | LIGHTWAVE LOGIC INC | $16.03万 | 0.02% | 22,799 | 22,799 | — | $16.03万 | 新建仓 |
| LAC | LITHIUM AMERS CORP NEW | $16.18万 | 0.02% | 40,972 | 40,972 | — | $16.18万 | 新建仓 |
| EIKN | EIKON THERAPEUTICS INC | $16.30万 | 0.02% | 15,408 | 15,408 | — | $16.30万 | 新建仓 |
| SANA | SANA BIOTECHNOLOGY INC | $16.39万 | 0.02% | 56,911 | 1,508 | 2.7% | $4,343 | 加仓 |
| ARHS | ARHAUS INC | $16.47万 | 0.02% | 24,295 | 24,295 | — | $16.47万 | 新建仓 |
| — | BAKKT INC | $16.72万 | 0.02% | 22,711 | 9,168 | 67.7% | $6.75万 | 加仓 |
| MNTN | MNTN INC | $16.72万 | 0.02% | 19,000 | 19,000 | — | $16.72万 | 新建仓 |
| AVO | MISSION PRODUCE INC | $16.82万 | 0.02% | 12,227 | 12,227 | — | $16.82万 | 新建仓 |
| NMR | NOMURA HLDGS INC | $16.90万 | 0.02% | 21,416 | 21,416 | — | $16.90万 | 新建仓 |
| FULC | FULCRUM THERAPEUTICS INC | $16.91万 | 0.02% | 22,043 | -9,502 | -30.1% | -$7.29万 | 减仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $17.15万 | 0.02% | 48,869 | 48,869 | — | $17.15万 | 新建仓 |
| DNOW | DNOW INC | $17.26万 | 0.02% | 14,494 | 14,494 | — | $17.26万 | 新建仓 |
| EVER | EVERQUOTE INC | $17.26万 | 0.02% | 11,195 | 11,195 | — | $17.26万 | 新建仓 |
| EMBC | EMBECTA CORP | $17.30万 | 0.02% | 19,572 | 19,572 | — | $17.30万 | 新建仓 |
| GOGO | GOGO INC | $17.31万 | 0.02% | 43,056 | -6,402 | -12.9% | -$2.57万 | 减仓 |
| ODD | ODDITY TECH LTD | $17.45万 | 0.02% | 13,045 | 13,045 | — | $17.45万 | 新建仓 |
| ENVX | ENOVIX CORPORATION | $17.50万 | 0.02% | 33,793 | 19,726 | 140.2% | $10.22万 | 加仓 |
| PD | PAGERDUTY INC | $17.51万 | 0.02% | 28,197 | 28,197 | — | $17.51万 | 新建仓 |
| KURA | KURA ONCOLOGY INC | $17.52万 | 0.02% | 21,556 | -5,400 | -20.0% | -$4.39万 | 减仓 |
| SVRA | SAVARA INC | $17.56万 | 0.02% | 32,162 | 32,162 | — | $17.56万 | 新建仓 |
| ARCT | ARCTURUS THERAPEUTICS HLDGS | $17.74万 | 0.02% | 22,982 | -5,686 | -19.8% | -$4.39万 | 减仓 |
| PHR | PHREESIA INC | $17.86万 | 0.02% | 21,318 | 21,318 | — | $17.86万 | 新建仓 |
| ALLO | ALLOGENE THERAPEUTICS INC | $18.04万 | 0.02% | 73,930 | 73,930 | — | $18.04万 | 新建仓 |
| TRIN | TRINITY CAP INC | $18.10万 | 0.02% | 12,303 | 12,303 | — | $18.10万 | 新建仓 |
| ALTO | ALTO INGREDIENTS INC | $18.24万 | 0.02% | 37,684 | 37,684 | — | $18.24万 | 新建仓 |
| BRCB | BLACK ROCK COFFEE BAR INC | $18.45万 | 0.02% | 14,278 | 14,278 | — | $18.45万 | 新建仓 |
| ITRG | INTEGRA RES CORP | $18.57万 | 0.02% | 68,017 | 68,017 | — | $18.57万 | 新建仓 |
| VET | VERMILION ENERGY INC | $18.82万 | 0.02% | 13,659 | 13,659 | — | $18.82万 | 新建仓 |
| TDUP | THREDUP INC | $18.86万 | 0.02% | 57,492 | 16,994 | 42.0% | $5.57万 | 加仓 |
| OVID | OVID THERAPEUTICS INC | $18.96万 | 0.02% | 85,411 | 85,411 | — | $18.96万 | 新建仓 |
| ELPC | COMPANHIA PARANAENSE DE ENER | $18.96万 | 0.02% | 15,881 | 15,881 | — | $18.96万 | 新建仓 |
| DEC | DIVERSIFIED ENERGY CO | $19.17万 | 0.02% | 10,992 | 10,992 | — | $19.17万 | 新建仓 |
| GAU | GALIANO GOLD INC | $19.19万 | 0.02% | 76,469 | 76,469 | — | $19.19万 | 新建仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $19.21万 | 0.02% | 11,680 | -2,062 | -15.0% | -$3.39万 | 减仓 |
| CRMD | CORMEDIX INC | $19.25万 | 0.02% | 28,350 | 12,569 | 79.6% | $8.53万 | 重新持有 |
| PTLO | PORTILLOS INC | $19.38万 | 0.02% | 36,643 | -7,184 | -16.4% | -$3.80万 | 减仓 |
| LI | LI AUTO INC | $19.44万 | 0.03% | 10,901 | 10,901 | — | $19.44万 | 新建仓 |
| SAIL | SAILPOINT INC | $19.47万 | 0.03% | 14,708 | -38,957 | -72.6% | -$51.58万 | 减仓 |
| GRFS | GRIFOLS S A | $19.48万 | 0.03% | 24,284 | 24,284 | — | $19.48万 | 新建仓 |
| REAL | THE REALREAL INC | $19.54万 | 0.03% | 21,516 | -19,220 | -47.2% | -$17.45万 | 重新持有 |
| EOLS | EVOLUS INC | $19.59万 | 0.03% | 47,670 | 47,670 | — | $19.59万 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC | $19.73万 | 0.03% | 45,981 | 19,745 | 75.3% | $8.47万 | 加仓 |
| — | SMITH DOUGLAS HOMES CORP | $19.76万 | 0.03% | 15,437 | 15,437 | — | $19.76万 | 新建仓 |
| AQST | AQUESTIVE THERAPEUTICS INC | $19.91万 | 0.03% | 47,968 | -8,399 | -14.9% | -$3.49万 | 减仓 |
| CEVA | CEVA INC | $19.93万 | 0.03% | 10,668 | 10,668 | — | $19.93万 | 新建仓 |
| REPL | REPLIMUNE GROUP INC | $19.94万 | 0.03% | 26,065 | 6,203 | 31.2% | $4.75万 | 加仓 |
| MH | MCGRAW HILL INC | $19.97万 | 0.03% | 14,575 | -7,891 | -35.1% | -$10.81万 | 减仓 |
| HPK | HIGHPEAK ENERGY INC | $20.04万 | 0.03% | 29,039 | 12,516 | 75.7% | $8.64万 | 重新持有 |
| JJSF | J & J SNACK FOODS CORP | $20.08万 | 0.03% | 2,533 | -73 | -2.8% | -$5,787 | 重新持有 |
| CRVS | CORVUS PHARMACEUTICALS INC | $20.09万 | 0.03% | 13,732 | 1,131 | 9.0% | $1.65万 | 加仓 |
| URI | UNITED RENTALS INC | $20.11万 | 0.03% | 276 | 276 | — | $20.11万 | 新建仓 |
| ZLAB | ZAI LAB LTD | $20.12万 | 0.03% | 10,694 | 10,694 | — | $20.12万 | 新建仓 |
| CAE | CAE INC | $20.13万 | 0.03% | 7,729 | 7,729 | — | $20.13万 | 新建仓 |
| FLNG | FLEX LNG LTD | $20.19万 | 0.03% | 6,795 | 6,795 | — | $20.19万 | 新建仓 |
| MYGN | MYRIAD GENETICS INC | $20.31万 | 0.03% | 45,127 | 29,436 | 187.6% | $13.25万 | 加仓 |
| LKFT | GALAPAGOS NV | $20.33万 | 0.03% | 6,777 | 6,777 | — | $20.33万 | 新建仓 |
| HL | HECLA MINING COMPANY | $20.35万 | 0.03% | 10,923 | -15,667 | -58.9% | -$29.19万 | 减仓 |
| EMA | EMERA INC | $20.43万 | 0.03% | 3,939 | 3,939 | — | $20.43万 | 新建仓 |
| — | NOVABRIDGE BIOSCIENCES | $20.50万 | 0.03% | 83,330 | 83,330 | — | $20.50万 | 新建仓 |
| NESR | NATIONAL ENERGY SERVICES REU | $20.51万 | 0.03% | 9,553 | -12,289 | -56.3% | -$26.38万 | 减仓 |
| LYTS | LSI INDS INC OHIO | $20.51万 | 0.03% | 11,028 | 11,028 | — | $20.51万 | 新建仓 |
| VNT | VONTIER CORPORATION | $20.58万 | 0.03% | 5,801 | 5,801 | — | $20.58万 | 新建仓 |
| AVBP | ARRIVENT BIOPHARMA INC | $20.61万 | 0.03% | 8,935 | 8,935 | — | $20.61万 | 新建仓 |
| YEXT | YEXT INC | $20.62万 | 0.03% | 53,697 | 53,697 | — | $20.62万 | 新建仓 |
| MZTI | MARZETTI COMPANY | $20.68万 | 0.03% | 1,495 | 179 | 13.6% | $2.48万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $20.73万 | 0.03% | 110 | -45 | -29.0% | -$8.48万 | 重新持有 |
| EXR | EXTRA SPACE STORAGE INC | $20.74万 | 0.03% | 1,582 | 1,582 | — | $20.74万 | 新建仓 |
| TASK | TASKUS INC | $20.90万 | 0.03% | 31,144 | 31,144 | — | $20.90万 | 新建仓 |
| IFS | INTERCORP FINL SVCS INC | $21.01万 | 0.03% | 4,186 | 4,186 | — | $21.01万 | 新建仓 |
| HAPN | LENDINGCLUB ISSUANCE TR SER | $21.12万 | 0.03% | 14,749 | 14,749 | — | $21.12万 | 新建仓 |
| MAZE | MAZE THERAPEUTICS INC | $21.18万 | 0.03% | 7,095 | 7,095 | — | $21.18万 | 新建仓 |
| CRSR | CORSAIR GAMING INC | $21.20万 | 0.03% | 38,205 | -16,177 | -29.7% | -$8.98万 | 减仓 |
| CAMT | CAMTEK LTD | $21.23万 | 0.03% | 1,400 | 1,400 | — | $21.23万 | 新建仓 |
| WERN | WERNER ENTERPRISES INC | $21.30万 | 0.03% | 7,243 | -1,726 | -19.2% | -$5.08万 | 减仓 |
| CSX | CSX CORP | $21.32万 | 0.03% | 5,194 | -21,698 | -80.7% | -$89.07万 | 减仓 |
| ALNT | ALLIENT INC | $21.41万 | 0.03% | 3,624 | 3,624 | — | $21.41万 | 新建仓 |
| MAN | MANPOWERGROUP INC WIS | $21.47万 | 0.03% | 7,287 | -3,112 | -29.9% | -$9.17万 | 减仓 |