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 |
|---|---|---|---|---|---|---|---|---|
| ACCO | ACCO BRANDS CORP | $5.92万 | 0.01% | 14,242 | 14,242 | — | $5.92万 | 新建仓 |
| — | ELME COMMUNITIES | $5.92万 | 0.01% | 40,005 | 40,005 | — | $5.92万 | 新建仓 |
| — | OPEN LENDING CORP | $5.60万 | 0.01% | 17,999 | 17,999 | — | $5.60万 | 新建仓 |
| — | VENU HLDG CORP | $5.58万 | 0.01% | 24,575 | 24,575 | — | $5.58万 | 新建仓 |
| DNN | DENISON MINES CORP | $5.55万 | 0.01% | 18,127 | 18,127 | — | $5.55万 | 新建仓 |
| — | FUTUREFUEL CORP | $5.52万 | 0.01% | 12,219 | 12,219 | — | $5.52万 | 新建仓 |
| — | AGORA INC | $5.51万 | 0.01% | 13,802 | 13,802 | — | $5.51万 | 新建仓 |
| — | IMPERIAL PETE INC | $5.50万 | 0.01% | 11,932 | -21,788 | -64.6% | -$10.04万 | 减仓 |
| — | ADVANCED FLOWER CAP INC | $5.13万 | 0.01% | 16,559 | 16,559 | — | $5.13万 | 新建仓 |
| — | D MARKET ELECTR SVCS & TRADI | $5.02万 | 0.01% | 17,267 | 17,267 | — | $5.02万 | 新建仓 |
| CCCC | C4 THERAPEUTICS INC | $5.02万 | 0.01% | 10,745 | -75,533 | -87.5% | -$35.27万 | 减仓 |
| OPTU | OPTIMUM COMMUNICATIONS INC | $4.95万 | 0.01% | 34,135 | 9,470 | 38.4% | $1.37万 | 加仓 |
| — | COMPUGEN LTD | $4.86万 | 0.01% | 22,724 | -4,023 | -15.0% | -$8,609 | 减仓 |
| ENIC | ENEL CHILE SA | $4.78万 | 0.01% | 10,631 | 550 | 5.5% | $2,475 | 加仓 |
| GDRX | GOODRX HLDGS INC | $4.77万 | 0.01% | 16,546 | -48,584 | -74.6% | -$13.99万 | 减仓 |
| — | DULUTH HLDGS INC | $4.74万 | 0.01% | 10,590 | 10,590 | — | $4.74万 | 新建仓 |
| VTEX | VTEX | $4.72万 | 0.01% | 11,794 | 11,794 | — | $4.72万 | 新建仓 |
| IAUX | I-80 GOLD CORP | $4.68万 | 0.01% | 32,507 | -83 | -0.3% | -$120 | 减仓 |
| — | OS THERAPIES INCORPORATED | $4.68万 | 0.01% | 24,623 | 24,623 | — | $4.68万 | 新建仓 |
| AIRS | AIRSCULPT TECHNOLOGIES INC | $4.56万 | 0.00% | 10,133 | 10,133 | — | $4.56万 | 新建仓 |
| — | MAMMOTH ENERGY SVCS INC | $4.52万 | 0.00% | 13,903 | 13,903 | — | $4.52万 | 新建仓 |
| SLI | STANDARD LITHIUM CORP | $4.39万 | 0.00% | 15,977 | -24,880 | -60.9% | -$6.84万 | 减仓 |
| — | ANIXA BIOSCIENCES INC | $4.10万 | 0.00% | 14,633 | 14,633 | — | $4.10万 | 新建仓 |
| IFRX | INFLARX NV | $4.07万 | 0.00% | 18,154 | 18,154 | — | $4.07万 | 新建仓 |
| — | AMERICAN VANGUARD CORP | $4.00万 | 0.00% | 14,277 | -899 | -5.9% | -$2,517 | 减仓 |
| — | GLOBUS MARITIME LIMITED NEW | $3.88万 | 0.00% | 12,963 | 12,963 | — | $3.88万 | 新建仓 |
| — | HEALTH CATALYST INC | $3.80万 | 0.00% | 19,104 | 19,104 | — | $3.80万 | 新建仓 |
| ZIP | ZIPRECRUITER INC | $3.78万 | 0.00% | 10,069 | -15,147 | -60.1% | -$5.68万 | 重新持有 |
| CIG | CIA ENERGETICA DE MINAS GERA | $3.73万 | 0.00% | 17,774 | -134,248 | -88.3% | -$28.19万 | 减仓 |
| — | URANIUM RTY CORP | $3.72万 | 0.00% | 13,397 | 13,397 | — | $3.72万 | 新建仓 |
| URG | UR-ENERGY INC | $3.09万 | 0.00% | 22,740 | 22,740 | — | $3.09万 | 新建仓 |
| — | CINEVERSE CORP | $3.08万 | 0.00% | 10,378 | 10,378 | — | $3.08万 | 新建仓 |
| — | ARQ INC | $3.02万 | 0.00% | 11,838 | 11,838 | — | $3.02万 | 新建仓 |
| GROY | GOLD ROYALTY CORP | $2.95万 | 0.00% | 10,682 | 10,682 | — | $2.95万 | 新建仓 |
| — | ADC THERAPEUTICS SA | $2.93万 | 0.00% | 27,407 | 11,329 | 70.5% | $1.21万 | 重新持有 |
| RR | RICHTECH ROBOTICS INC | $2.93万 | 0.00% | 13,890 | 13,890 | — | $2.93万 | 新建仓 |
| — | IDENTIV INC | $2.61万 | 0.00% | 10,355 | 10,355 | — | $2.61万 | 新建仓 |
| — | CARECLOUD INC | $2.58万 | 0.00% | 12,171 | -21,657 | -64.0% | -$4.59万 | 减仓 |
| — | BLAIZE HLDGS INC | $2.56万 | 0.00% | 18,527 | 18,527 | — | $2.56万 | 新建仓 |
| — | AC IMMUNE SA | $2.47万 | 0.00% | 10,398 | 10,398 | — | $2.47万 | 新建仓 |
| RBBN | RIBBON COMMUNICATIONS INC | $2.47万 | 0.00% | 10,535 | 10,535 | — | $2.47万 | 新建仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $2.36万 | 0.00% | 12,304 | 12,304 | — | $2.36万 | 新建仓 |
| OPK | OPKO HEALTH INC | $2.30万 | 0.00% | 15,321 | 15,321 | — | $2.30万 | 新建仓 |
| — | JELD-WEN HLDG INC | $2.20万 | 0.00% | 14,665 | -2,517 | -14.6% | -$3,776 | 减仓 |
| — | CARIBOU BIOSCIENCES INC | $2.16万 | 0.00% | 12,249 | -2,751 | -18.3% | -$4,842 | 减仓 |
| — | GAMBLING COM GROUP LIMITED | $2.13万 | 0.00% | 11,233 | 11,233 | — | $2.13万 | 新建仓 |
| — | GOLDMINING INC | $1.88万 | 0.00% | 20,678 | -2,616 | -11.2% | -$2,373 | 减仓 |
| — | NANO X IMAGING LTD | $1.84万 | 0.00% | 15,834 | 15,834 | — | $1.84万 | 新建仓 |
| EVTL | VERTICAL AEROSPACE LTD | $1.83万 | 0.00% | 10,527 | -135,068 | -92.8% | -$23.50万 | 减仓 |
| — | AEMETIS INC | $1.74万 | 0.00% | 10,609 | -67,070 | -86.3% | -$11.00万 | 减仓 |
| — | ZEVIA PBC | $1.73万 | 0.00% | 10,593 | 10,593 | — | $1.73万 | 新建仓 |
| — | CARDIFF ONCOLOGY INC | $1.70万 | 0.00% | 13,110 | 13,110 | — | $1.70万 | 新建仓 |
| SMRT | SMARTRENT INC | $1.70万 | 0.00% | 14,321 | 14,321 | — | $1.70万 | 新建仓 |
| IQ | IQIYI INC | $1.66万 | 0.00% | 15,930 | -70,820 | -81.6% | -$7.37万 | 减仓 |
| — | BIG SKY INDL INC | $1.61万 | 0.00% | 14,602 | 14,602 | — | $1.61万 | 新建仓 |
| CNDT | CONDUENT INC | $1.54万 | 0.00% | 10,522 | -10,345 | -49.6% | -$1.51万 | 重新持有 |
| — | SNDL INC | $1.53万 | 0.00% | 11,356 | 11,356 | — | $1.53万 | 新建仓 |
| — | INOVIO PHARMACEUTICALS INC | $1.52万 | 0.00% | 13,863 | 13,863 | — | $1.52万 | 新建仓 |
| — | ECARX HOLDINGS INC | $1.45万 | 0.00% | 11,238 | 1,019 | 10.0% | $1,315 | 加仓 |
| — | NEURONETICS INC | $1.43万 | 0.00% | 11,024 | -1,284 | -10.4% | -$1,669 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -3,686 | -100.0% | -$427.19万 | 清仓 |
| CBSH | COMMERCE BANCSHARES INC | $0 | 0.00% | 0 | -82,450 | -100.0% | -$405.65万 | 清仓 |
| LNT | ALLIANT ENERGY CORP | $0 | 0.00% | 0 | -54,594 | -100.0% | -$391.77万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -26,499 | -100.0% | -$387.63万 | 清仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $0 | 0.00% | 0 | -370,490 | -100.0% | -$368.27万 | 清仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | -14,494 | -100.0% | -$367.84万 | 清仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $0 | 0.00% | 0 | -67,314 | -100.0% | -$360.47万 | 清仓 |
| EQH | EQUITABLE HLDGS INC | $0 | 0.00% | 0 | -95,559 | -100.0% | -$354.62万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -10,582 | -100.0% | -$348.03万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -14,084 | -100.0% | -$342.35万 | 清仓 |
| DUOL | DUOLINGO INC | $0 | 0.00% | 0 | -33,703 | -100.0% | -$332.21万 | 清仓 |
| SLM | SLM CORP | $0 | 0.00% | 0 | -148,603 | -100.0% | -$318.16万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -48,650 | -100.0% | -$316.23万 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -21,411 | -100.0% | -$312.90万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -12,782 | -100.0% | -$312.01万 | 清仓 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | -10,432 | -100.0% | -$309.27万 | 清仓 |
| VNOM | VIPER ENERGY INC | $0 | 0.00% | 0 | -58,697 | -100.0% | -$275.82万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | -13,350 | -100.0% | -$263.66万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -3,025 | -100.0% | -$255.91万 | 清仓 |
| LNC | LINCOLN NATL CORP IND | $0 | 0.00% | 0 | -71,846 | -100.0% | -$255.05万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -54,555 | -100.0% | -$246.75万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -2,638 | -100.0% | -$242.64万 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -19,039 | -100.0% | -$242.33万 | 清仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $0 | 0.00% | 0 | -70,848 | -100.0% | -$239.04万 | 清仓 |
| AEE | AMEREN CORP | $0 | 0.00% | 0 | -21,565 | -100.0% | -$237.04万 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -32,388 | -100.0% | -$235.72万 | 清仓 |
| OLED | UNIVERSAL DISPLAY CORP | $0 | 0.00% | 0 | -25,577 | -100.0% | -$234.44万 | 清仓 |
| ACI | ALBERTSONS COS INC | $0 | 0.00% | 0 | -135,196 | -100.0% | -$230.37万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -12,594 | -100.0% | -$229.75万 | 清仓 |
| CART | MAPLEBEAR INC | $0 | 0.00% | 0 | -60,759 | -100.0% | -$227.60万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -14,973 | -100.0% | -$225.82万 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -25,311 | -100.0% | -$223.80万 | 清仓 |
| RVMD | REVOLUTION MEDICINES INC | $0 | 0.00% | 0 | -22,946 | -100.0% | -$223.15万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -10,710 | -100.0% | -$221.59万 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -16,071 | -100.0% | -$217.70万 | 清仓 |
| RBRK | RUBRIK INC. | $0 | 0.00% | 0 | -41,443 | -100.0% | -$202.95万 | 清仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $0 | 0.00% | 0 | -27,088 | -100.0% | -$200.23万 | 清仓 |
| VRSN | VERISIGN INC | $0 | 0.00% | 0 | -7,731 | -100.0% | -$192.01万 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -28,623 | -100.0% | -$186.71万 | 清仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $0 | 0.00% | 0 | -44,985 | -100.0% | -$185.65万 | 清仓 |