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 |
|---|---|---|---|---|---|---|---|---|
| ORI | OLD REP INTL CORP | $31.44万 | 0.03% | 7,684 | 7,684 | — | $31.44万 | 新建仓 |
| BLZE | BACKBLAZE INC | $31.42万 | 0.03% | 19,811 | 7,618 | 62.5% | $12.08万 | 重新持有 |
| CAKE | CHEESECAKE FACTORY INC | $31.26万 | 0.03% | 3,930 | -1,842 | -31.9% | -$14.65万 | 重新持有 |
| ANF | ABERCROMBIE & FITCH CO | $31.23万 | 0.03% | 3,470 | -820 | -19.1% | -$7.38万 | 减仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $31.19万 | 0.03% | 2,626 | 207 | 8.6% | $2.46万 | 加仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $30.92万 | 0.03% | 7,449 | 218 | 3.0% | $9,049 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $30.82万 | 0.03% | 1,531 | 1,531 | — | $30.82万 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC | $30.62万 | 0.03% | 12,764 | -19,686 | -60.7% | -$47.23万 | 减仓 |
| RMD | RESMED INC | $30.58万 | 0.03% | 1,569 | 1,569 | — | $30.58万 | 新建仓 |
| KIM | KIMCO REALTY CORP | $30.56万 | 0.03% | 12,056 | -5,082 | -29.7% | -$12.88万 | 减仓 |
| OPLN | OPENLANE INC | $30.55万 | 0.03% | 7,408 | 7,408 | — | $30.55万 | 新建仓 |
| VLY | VALLEY NATL BANCORP | $30.49万 | 0.03% | 20,814 | -48,832 | -70.1% | -$71.54万 | 减仓 |
| BC | BRUNSWICK CORP | $30.48万 | 0.03% | 3,618 | 3,618 | — | $30.48万 | 新建仓 |
| GOLD | GOLD COM INC | $30.45万 | 0.03% | 7,317 | 124 | 1.7% | $5,160 | 加仓 |
| PLMR | PALOMAR HLDGS INC | $30.18万 | 0.03% | 2,388 | 2,388 | — | $30.18万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $30.14万 | 0.03% | 1,270 | -2,451 | -65.9% | -$58.17万 | 减仓 |
| DIN | DINE BRANDS GLOBAL INC | $30.06万 | 0.03% | 8,374 | 8,374 | — | $30.06万 | 新建仓 |
| TGLS | TECNOGLASS INC | $30.06万 | 0.03% | 6,422 | 6,422 | — | $30.06万 | 新建仓 |
| REPL | REPLIMUNE GROUP INC | $30.02万 | 0.03% | 27,121 | 1,056 | 4.1% | $1.17万 | 加仓 |
| FULC | FULCRUM THERAPEUTICS INC | $29.82万 | 0.03% | 81,483 | 59,440 | 269.7% | $21.76万 | 加仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $29.69万 | 0.03% | 12,270 | 590 | 5.1% | $1.43万 | 加仓 |
| NP | NEPTUNE INS HLDGS INC | $29.58万 | 0.03% | 9,390 | 9,390 | — | $29.58万 | 新建仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $29.49万 | 0.03% | 6,537 | 6,537 | — | $29.49万 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC | $29.27万 | 0.03% | 49,531 | 3,550 | 7.7% | $2.10万 | 加仓 |
| VITL | VITAL FARMS INC | $29.24万 | 0.03% | 25,139 | 25,139 | — | $29.24万 | 新建仓 |
| BFLY | BUTTERFLY NETWORK INC | $29.10万 | 0.03% | 34,555 | 4,716 | 15.8% | $3.97万 | 加仓 |
| CRML | CRITICAL METALS CORP | $28.64万 | 0.03% | 27,941 | 646 | 2.4% | $6,621 | 加仓 |
| W | WAYFAIR INC | $28.60万 | 0.03% | 3,095 | -33,121 | -91.5% | -$306.10万 | 减仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $28.57万 | 0.03% | 2,767 | 2,767 | — | $28.57万 | 新建仓 |
| KE | KIMBALL ELECTRONICS INC | $28.40万 | 0.03% | 11,095 | 11,095 | — | $28.40万 | 新建仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $28.35万 | 0.03% | 51,174 | 7,198 | 16.4% | $3.99万 | 加仓 |
| SABR | SABRE CORP | $28.25万 | 0.03% | 135,183 | 135,183 | — | $28.25万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $28.00万 | 0.03% | 2,531 | -11,378 | -81.8% | -$125.88万 | 减仓 |
| LOAR | LOAR HOLDINGS INC | $27.26万 | 0.03% | 3,382 | -22,015 | -86.7% | -$177.46万 | 减仓 |
| MBUU | MALIBU BOATS INC | $27.25万 | 0.03% | 9,933 | 9,933 | — | $27.25万 | 新建仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $27.20万 | 0.03% | 14,935 | 14,935 | — | $27.20万 | 新建仓 |
| BWA | BORGWARNER INC | $27.13万 | 0.03% | 4,086 | -6,286 | -60.6% | -$41.74万 | 重新持有 |
| AON | AON PLC | $27.03万 | 0.03% | 815 | -1,879 | -69.7% | -$62.32万 | 重新持有 |
| METC | RAMACO RES INC | $26.95万 | 0.03% | 20,374 | -18,807 | -48.0% | -$24.88万 | 减仓 |
| EGY | VAALCO ENERGY INC | $26.94万 | 0.03% | 53,033 | 53,033 | — | $26.94万 | 新建仓 |
| RIOT | RIOT PLATFORMS INC | $26.92万 | 0.03% | 9,833 | 9,833 | — | $26.92万 | 新建仓 |
| THG | HANOVER INS GROUP INC | $26.85万 | 0.03% | 1,254 | -1,255 | -50.0% | -$26.87万 | 减仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $26.79万 | 0.03% | 20,128 | 20,128 | — | $26.79万 | 新建仓 |
| NVGS | NAVIGATOR HLDGS LTD | $26.77万 | 0.03% | 14,369 | 14,369 | — | $26.77万 | 新建仓 |
| GFF | GRIFFON CORP | $26.64万 | 0.03% | 2,731 | -1,435 | -34.4% | -$14.00万 | 减仓 |
| SYNA | SYNAPTICS INC | $26.39万 | 0.03% | 2,124 | -1,261 | -37.3% | -$15.67万 | 减仓 |
| ACDC | PROFRAC HLDG CORP | $26.32万 | 0.03% | 45,301 | 4,487 | 11.0% | $2.61万 | 加仓 |
| PRAA | PRA GROUP INC | $26.30万 | 0.03% | 13,852 | 13,852 | — | $26.30万 | 新建仓 |
| DNA | GINKGO BIOWORKS HOLDINGS INC | $26.24万 | 0.03% | 26,477 | 14,480 | 120.7% | $14.35万 | 重新持有 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $26.21万 | 0.03% | 2,138 | 2,138 | — | $26.21万 | 新建仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $26.17万 | 0.03% | 62,915 | 14,046 | 28.7% | $5.84万 | 加仓 |
| STNE | STONECO LTD | $26.17万 | 0.03% | 24,140 | 24,140 | — | $26.17万 | 新建仓 |
| XNCR | XENCOR INC | $26.11万 | 0.03% | 16,215 | 16,215 | — | $26.11万 | 新建仓 |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | $26.01万 | 0.03% | 9,210 | 9,210 | — | $26.01万 | 新建仓 |
| HST | HOST HOTELS & RESORTS INC | $25.98万 | 0.03% | 10,959 | 10,959 | — | $25.98万 | 新建仓 |
| VICR | VICOR CORP | $25.94万 | 0.03% | 683 | 683 | — | $25.94万 | 新建仓 |
| CRNC | CERENCE INC | $25.86万 | 0.03% | 22,843 | 22,843 | — | $25.86万 | 新建仓 |
| RCUS | ARCUS BIOSCIENCES INC | $25.45万 | 0.03% | 8,254 | 8,254 | — | $25.45万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $25.15万 | 0.03% | 2,291 | -2,268 | -49.7% | -$24.90万 | 减仓 |
| BBW | BUILD-A-BEAR WORKSHOP INC | $25.00万 | 0.03% | 8,167 | 1,692 | 26.1% | $5.18万 | 加仓 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $24.90万 | 0.03% | 4,671 | -3,566 | -43.3% | -$19.01万 | 重新持有 |
| FR | FIRST INDL RLTY TR INC | $24.86万 | 0.03% | 4,055 | 4,055 | — | $24.86万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $24.76万 | 0.03% | 1,107 | 1,107 | — | $24.76万 | 新建仓 |
| ARDT | ARDENT HEALTH INC | $24.64万 | 0.03% | 25,045 | 10,249 | 69.3% | $10.09万 | 加仓 |
| GPGI | GPGI INC | $24.51万 | 0.03% | 15,466 | 15,466 | — | $24.51万 | 新建仓 |
| NMIH | NMI HLDGS INC | $24.44万 | 0.03% | 5,949 | -2,494 | -29.5% | -$10.25万 | 减仓 |
| PCRX | PACIRA BIOSCIENCES INC | $24.28万 | 0.03% | 9,572 | -5,744 | -37.5% | -$14.57万 | 重新持有 |
| JOBY | JOBY AVIATION INC | $24.12万 | 0.03% | 27,042 | 8,686 | 47.3% | $7.75万 | 重新持有 |
| HWM | HOWMET AEROSPACE INC | $24.12万 | 0.03% | 897 | -3,163 | -77.9% | -$85.04万 | 减仓 |
| NXH | BED BATH & BEYOND INC | $24.10万 | 0.03% | 41,618 | 13,104 | 46.0% | $7.59万 | 加仓 |
| EE | EXCELERATE ENERGY INC | $24.00万 | 0.03% | 6,317 | 6,317 | — | $24.00万 | 新建仓 |
| AUPH | AURINIA PHARMACEUTICALS INC | $23.97万 | 0.03% | 14,127 | -4,948 | -25.9% | -$8.40万 | 减仓 |
| FFIN | FIRST FINL BANKSHARES INC | $23.88万 | 0.03% | 6,903 | -2,303 | -25.0% | -$7.97万 | 减仓 |
| RBB | RBB BANCORP | $23.80万 | 0.03% | 8,681 | 8,681 | — | $23.80万 | 新建仓 |
| BBAI | BIGBEAR AI HLDGS INC | $23.28万 | 0.03% | 63,438 | 48,520 | 325.2% | $17.81万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $23.27万 | 0.03% | 2,344 | -6,438 | -73.3% | -$63.92万 | 重新持有 |
| SANM | SANMINA CORP | $23.23万 | 0.03% | 918 | 918 | — | $23.23万 | 新建仓 |
| EGP | EASTGROUP PPTYS INC | $23.23万 | 0.03% | 1,147 | 1,147 | — | $23.23万 | 新建仓 |
| INTU | INTUIT | $23.18万 | 0.03% | 888 | 888 | — | $23.18万 | 新建仓 |
| BELFB | BEL FUSE INC | $23.15万 | 0.03% | 695 | -500 | -41.8% | -$16.65万 | 重新持有 |
| CFR | CULLEN FROST BANKERS INC | $23.05万 | 0.03% | 1,492 | 1,492 | — | $23.05万 | 新建仓 |
| — | ATAIBECKLEY INC | $23.02万 | 0.03% | 43,673 | 43,673 | — | $23.02万 | 新建仓 |
| BRZE | BRAZE INC | $23.00万 | 0.03% | 10,604 | 10,604 | — | $23.00万 | 新建仓 |
| LGIH | LGI HOMES INC | $22.91万 | 0.02% | 3,598 | 3,598 | — | $22.91万 | 新建仓 |
| OGS | ONE GAS INC | $22.89万 | 0.02% | 2,970 | -4,053 | -57.7% | -$31.24万 | 减仓 |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $22.65万 | 0.02% | 4,046 | 4,046 | — | $22.65万 | 新建仓 |
| AKTS | AKTIS ONCOLOGY INC | $22.63万 | 0.02% | 7,020 | 7,020 | — | $22.63万 | 新建仓 |
| RYAM | RAYONIER ADVANCED MATLS INC | $22.60万 | 0.02% | 28,750 | 15,537 | 117.6% | $12.21万 | 加仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $22.50万 | 0.02% | 5,537 | -3,976 | -41.8% | -$16.15万 | 减仓 |
| CLB | CORE LABORATORIES INC | $22.49万 | 0.02% | 19,305 | 19,305 | — | $22.49万 | 新建仓 |
| GRND | GRINDR INC | $22.43万 | 0.02% | 15,610 | -12,726 | -44.9% | -$18.29万 | 减仓 |
| XPO | XPO INC | $22.38万 | 0.02% | 1,090 | -6,476 | -85.6% | -$132.95万 | 重新持有 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $22.37万 | 0.02% | 4,079 | 4,079 | — | $22.37万 | 新建仓 |
| SPXC | SPX TECHNOLOGIES INC | $22.34万 | 0.02% | 911 | 911 | — | $22.34万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $22.33万 | 0.02% | 1,764 | -24,274 | -93.2% | -$307.26万 | 减仓 |
| STM | STMICROELECTRONICS N V | $22.29万 | 0.02% | 2,976 | 2,976 | — | $22.29万 | 新建仓 |
| AVBP | ARRIVENT BIOPHARMA INC | $22.21万 | 0.02% | 6,392 | -2,543 | -28.5% | -$8.83万 | 减仓 |
| OMER | OMEROS CORP | $22.11万 | 0.02% | 23,246 | -15,569 | -40.1% | -$14.81万 | 减仓 |
| RGNX | REGENXBIO INC | $22.10万 | 0.02% | 18,446 | 18,446 | — | $22.10万 | 新建仓 |
| LZ | LEGALZOOM COM INC | $21.99万 | 0.02% | 35,878 | -25,114 | -41.2% | -$15.39万 | 减仓 |