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 |
|---|---|---|---|---|---|---|---|---|
| EBS | EMERGENT BIOSOLUTIONS INC | $15.31万 | 0.02% | 18,265 | 1,261 | 7.4% | $1.06万 | 加仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $15.39万 | 0.02% | 11,102 | -49,763 | -81.8% | -$68.97万 | 减仓 |
| NMAX | NEWSMAX INC | $15.49万 | 0.02% | 18,711 | -4,848 | -20.6% | -$4.01万 | 减仓 |
| AMCX | AMC GLOBAL MEDIA INC | $15.52万 | 0.02% | 15,552 | 638 | 4.3% | $6,367 | 加仓 |
| AIOT | POWERFLEET INC | $15.68万 | 0.02% | 40,929 | -7,040 | -14.7% | -$2.70万 | 减仓 |
| — | ESPERION THERAPEUTICS INC NE | $15.71万 | 0.02% | 49,712 | -44,447 | -47.2% | -$14.05万 | 减仓 |
| CRK | COMSTOCK RES INC | $15.89万 | 0.02% | 10,652 | 908 | 9.3% | $1.35万 | 重新持有 |
| COTY | COTY INC | $15.93万 | 0.02% | 73,730 | -154,481 | -67.7% | -$33.37万 | 减仓 |
| IMMR | IMMERSION CORP | $16.11万 | 0.02% | 23,792 | 23,792 | — | $16.11万 | 新建仓 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LT | $16.24万 | 0.02% | 44,604 | -33,587 | -43.0% | -$12.23万 | 减仓 |
| ACHV | ACHIEVE LIFE SCIENCE INC | $16.44万 | 0.02% | 25,173 | 9,972 | 65.6% | $6.51万 | 加仓 |
| VERX | VERTEX INC | $16.58万 | 0.02% | 14,444 | 14,444 | — | $16.58万 | 新建仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $16.89万 | 0.02% | 17,126 | -144,776 | -89.4% | -$142.75万 | 减仓 |
| TDOC | TELADOC HEALTH INC | $17.06万 | 0.02% | 20,120 | 20,120 | — | $17.06万 | 新建仓 |
| KRNY | KEARNY FINL CORP MD | $17.07万 | 0.02% | 18,042 | 18,042 | — | $17.07万 | 新建仓 |
| ALT | ALTIMMUNE INC | $17.27万 | 0.02% | 56,810 | 9,058 | 19.0% | $2.75万 | 加仓 |
| ALLO | ALLOGENE THERAPEUTICS INC | $17.31万 | 0.02% | 83,217 | 9,287 | 12.6% | $1.93万 | 加仓 |
| CMPS | COMPASS PATHWAYS PLC | $17.96万 | 0.02% | 12,691 | -3,225 | -20.3% | -$4.56万 | 减仓 |
| OCUL | OCULAR THERAPEUTIX INC | $18.30万 | 0.02% | 18,640 | -12,015 | -39.2% | -$11.80万 | 减仓 |
| DQ | DAQO NEW ENERGY CORP | $18.36万 | 0.02% | 13,715 | -4,503 | -24.7% | -$6.03万 | 减仓 |
| AVPT | AVEPOINT INC | $18.42万 | 0.02% | 16,436 | 16,436 | — | $18.42万 | 新建仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $18.57万 | 0.02% | 13,964 | -16,791 | -54.6% | -$22.33万 | 重新持有 |
| UPB | UPSTREAM BIO INC | $18.73万 | 0.02% | 27,068 | -435 | -1.6% | -$3,010 | 减仓 |
| CERS | CERUS CORP | $18.78万 | 0.02% | 64,325 | 54,178 | 533.9% | $15.82万 | 加仓 |
| XE | X-ENERGY INC | $18.80万 | 0.02% | 10,238 | 10,238 | — | $18.80万 | 新建仓 |
| NABL | N-ABLE INC | $18.98万 | 0.02% | 51,711 | 51,711 | — | $18.98万 | 新建仓 |
| HIMX | HIMAX TECHNOLOGIES INC | $19.00万 | 0.02% | 12,389 | 12,389 | — | $19.00万 | 新建仓 |
| SNAP | SNAP INC | $19.28万 | 0.02% | 43,422 | 43,422 | — | $19.28万 | 新建仓 |
| RPD | RAPID7 INC | $19.42万 | 0.02% | 23,975 | -60,167 | -71.5% | -$48.74万 | 减仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $19.44万 | 0.02% | 22,247 | 6,514 | 41.4% | $5.69万 | 加仓 |
| SLDB | SOLID BIOSCIENCES INC | $19.72万 | 0.02% | 19,739 | -908 | -4.4% | -$9,071 | 重新持有 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $19.80万 | 0.02% | 47,028 | 34,079 | 263.2% | $14.35万 | 加仓 |
| CALM | CAL MAINE FOODS INC | $20.07万 | 0.02% | 2,491 | -1,320 | -34.6% | -$10.63万 | 减仓 |
| EMBC | EMBECTA CORP | $20.13万 | 0.02% | 61,763 | 42,191 | 215.6% | $13.75万 | 加仓 |
| ONC | BEONE MEDICINES LTD | $20.15万 | 0.02% | 707 | 707 | — | $20.15万 | 新建仓 |
| SION | SIONNA THERAPEUTICS INC | $20.22万 | 0.02% | 4,597 | 4,597 | — | $20.22万 | 新建仓 |
| — | BIOLIFE SOLUTIONS INC | $20.32万 | 0.02% | 7,194 | 7,194 | — | $20.32万 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL | $20.36万 | 0.02% | 2,997 | 2,997 | — | $20.36万 | 新建仓 |
| ENR | ENERGIZER HLDGS INC | $20.42万 | 0.02% | 9,523 | 9,523 | — | $20.42万 | 新建仓 |
| BJRI | BJS RESTAURANTS INC | $20.44万 | 0.02% | 3,365 | 3,365 | — | $20.44万 | 新建仓 |
| INTA | INTAPP INC | $20.51万 | 0.02% | 8,137 | 8,137 | — | $20.51万 | 新建仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $20.58万 | 0.02% | 5,678 | 5,678 | — | $20.58万 | 新建仓 |
| AMGN | AMGEN INC | $20.60万 | 0.02% | 569 | 569 | — | $20.60万 | 新建仓 |
| WOLF | WOLFSPEED INC | $20.82万 | 0.02% | 4,314 | 4,314 | — | $20.82万 | 新建仓 |
| BLBD | BLUE BIRD CORP | $20.88万 | 0.02% | 2,644 | 2,644 | — | $20.88万 | 新建仓 |
| PIPR | PIPER SANDLER COMPANIES | $20.89万 | 0.02% | 2,888 | 2,888 | — | $20.89万 | 新建仓 |
| KODK | EASTMAN KODAK CO | $20.92万 | 0.02% | 22,615 | 1,156 | 5.4% | $1.07万 | 重新持有 |
| TBCH | TURTLE BEACH CORP | $21.10万 | 0.02% | 16,944 | 16,944 | — | $21.10万 | 新建仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $21.10万 | 0.02% | 5,829 | -12,147 | -67.6% | -$43.97万 | 减仓 |
| ISTR | INVESTAR HOLDING CORP | $21.18万 | 0.02% | 7,070 | 7,070 | — | $21.18万 | 新建仓 |
| MYGN | MYRIAD GENETICS INC | $21.20万 | 0.02% | 37,122 | -8,005 | -17.7% | -$4.57万 | 减仓 |
| SPRY | ARS PHARMACEUTICALS INC | $21.42万 | 0.02% | 26,741 | -37,563 | -58.4% | -$30.09万 | 减仓 |
| POST | POST HLDGS INC | $21.50万 | 0.02% | 2,436 | -7,770 | -76.1% | -$68.58万 | 减仓 |
| EVER | EVERQUOTE INC | $21.51万 | 0.02% | 9,041 | -2,154 | -19.2% | -$5.12万 | 减仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $21.61万 | 0.02% | 3,220 | 3,220 | — | $21.61万 | 新建仓 |
| FLNG | FLEX LNG LTD | $21.65万 | 0.02% | 7,714 | 919 | 13.5% | $2.58万 | 加仓 |
| JBI | JANUS INTERNATIONAL GROUP IN | $21.69万 | 0.02% | 39,079 | 39,079 | — | $21.69万 | 新建仓 |
| GENB | GENERATE BIOMEDICINES INC | $21.84万 | 0.02% | 12,946 | 12,946 | — | $21.84万 | 新建仓 |
| PUMP | PROPETRO HLDG CORP | $21.89万 | 0.02% | 15,263 | -6,930 | -31.2% | -$9.94万 | 减仓 |
| LZ | LEGALZOOM COM INC | $21.99万 | 0.02% | 35,878 | -25,114 | -41.2% | -$15.39万 | 减仓 |
| RGNX | REGENXBIO INC | $22.10万 | 0.02% | 18,446 | 18,446 | — | $22.10万 | 新建仓 |
| OMER | OMEROS CORP | $22.11万 | 0.02% | 23,246 | -15,569 | -40.1% | -$14.81万 | 减仓 |
| AVBP | ARRIVENT BIOPHARMA INC | $22.21万 | 0.02% | 6,392 | -2,543 | -28.5% | -$8.83万 | 减仓 |
| STM | STMICROELECTRONICS N V | $22.29万 | 0.02% | 2,976 | 2,976 | — | $22.29万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $22.33万 | 0.02% | 1,764 | -24,274 | -93.2% | -$307.26万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $22.34万 | 0.02% | 911 | 911 | — | $22.34万 | 新建仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $22.37万 | 0.02% | 4,079 | 4,079 | — | $22.37万 | 新建仓 |
| XPO | XPO INC | $22.38万 | 0.02% | 1,090 | -6,476 | -85.6% | -$132.95万 | 重新持有 |
| GRND | GRINDR INC | $22.43万 | 0.02% | 15,610 | -12,726 | -44.9% | -$18.29万 | 减仓 |
| CLB | CORE LABORATORIES INC | $22.49万 | 0.02% | 19,305 | 19,305 | — | $22.49万 | 新建仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $22.50万 | 0.02% | 5,537 | -3,976 | -41.8% | -$16.15万 | 减仓 |
| RYAM | RAYONIER ADVANCED MATLS INC | $22.60万 | 0.02% | 28,750 | 15,537 | 117.6% | $12.21万 | 加仓 |
| AKTS | AKTIS ONCOLOGY INC | $22.63万 | 0.02% | 7,020 | 7,020 | — | $22.63万 | 新建仓 |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $22.65万 | 0.02% | 4,046 | 4,046 | — | $22.65万 | 新建仓 |
| OGS | ONE GAS INC | $22.89万 | 0.02% | 2,970 | -4,053 | -57.7% | -$31.24万 | 减仓 |
| LGIH | LGI HOMES INC | $22.91万 | 0.02% | 3,598 | 3,598 | — | $22.91万 | 新建仓 |
| BRZE | BRAZE INC | $23.00万 | 0.03% | 10,604 | 10,604 | — | $23.00万 | 新建仓 |
| — | ATAIBECKLEY INC | $23.02万 | 0.03% | 43,673 | 43,673 | — | $23.02万 | 新建仓 |
| CFR | CULLEN FROST BANKERS INC | $23.05万 | 0.03% | 1,492 | 1,492 | — | $23.05万 | 新建仓 |
| BELFB | BEL FUSE INC | $23.15万 | 0.03% | 695 | -500 | -41.8% | -$16.65万 | 重新持有 |
| INTU | INTUIT | $23.18万 | 0.03% | 888 | 888 | — | $23.18万 | 新建仓 |
| EGP | EASTGROUP PPTYS INC | $23.23万 | 0.03% | 1,147 | 1,147 | — | $23.23万 | 新建仓 |
| SANM | SANMINA CORP | $23.23万 | 0.03% | 918 | 918 | — | $23.23万 | 新建仓 |
| DECK | DECKERS OUTDOOR CORP | $23.27万 | 0.03% | 2,344 | -6,438 | -73.3% | -$63.92万 | 重新持有 |
| BBAI | BIGBEAR AI HLDGS INC | $23.28万 | 0.03% | 63,438 | 48,520 | 325.2% | $17.81万 | 加仓 |
| RBB | RBB BANCORP | $23.80万 | 0.03% | 8,681 | 8,681 | — | $23.80万 | 新建仓 |
| FFIN | FIRST FINL BANKSHARES INC | $23.88万 | 0.03% | 6,903 | -2,303 | -25.0% | -$7.97万 | 减仓 |
| AUPH | AURINIA PHARMACEUTICALS INC | $23.97万 | 0.03% | 14,127 | -4,948 | -25.9% | -$8.40万 | 减仓 |
| EE | EXCELERATE ENERGY INC | $24.00万 | 0.03% | 6,317 | 6,317 | — | $24.00万 | 新建仓 |
| NXH | BED BATH & BEYOND INC | $24.10万 | 0.03% | 41,618 | 13,104 | 46.0% | $7.59万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $24.12万 | 0.03% | 897 | -3,163 | -77.9% | -$85.04万 | 减仓 |
| JOBY | JOBY AVIATION INC | $24.12万 | 0.03% | 27,042 | 8,686 | 47.3% | $7.75万 | 重新持有 |
| PCRX | PACIRA BIOSCIENCES INC | $24.28万 | 0.03% | 9,572 | -5,744 | -37.5% | -$14.57万 | 重新持有 |
| NMIH | NMI HLDGS INC | $24.44万 | 0.03% | 5,949 | -2,494 | -29.5% | -$10.25万 | 减仓 |
| GPGI | GPGI INC | $24.51万 | 0.03% | 15,466 | 15,466 | — | $24.51万 | 新建仓 |
| ARDT | ARDENT HEALTH INC | $24.64万 | 0.03% | 25,045 | 10,249 | 69.3% | $10.09万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $24.76万 | 0.03% | 1,107 | 1,107 | — | $24.76万 | 新建仓 |
| FR | FIRST INDL RLTY TR INC | $24.86万 | 0.03% | 4,055 | 4,055 | — | $24.86万 | 新建仓 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $24.90万 | 0.03% | 4,671 | -3,566 | -43.3% | -$19.01万 | 重新持有 |
| BBW | BUILD-A-BEAR WORKSHOP INC | $25.00万 | 0.03% | 8,167 | 1,692 | 26.1% | $5.18万 | 加仓 |