Position in ARLO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$683,072
+$522,733 QoQ
Shares Held
50,673
+342.1% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#121
of 259 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ARLO Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026AXQ CAPITAL, LP holds $8,547,621 across 12 Building Products & Equipment names. ARLO ranks #6 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAS |
Masco Corp /De/
|
27,686 | $2,252,809 | |
| 2 | JCI |
Johnson Controls International plc
|
11,164 | $1,631,172 | |
| 3 | AWI |
Armstrong World Industries Inc
|
6,554 | $1,051,392 | |
| 4 | NPKI |
NPK International Inc.
|
48,652 | $774,053 | |
| 5 | CARR |
CARRIER GLOBAL Corp
|
10,314 | $756,531 | |
| 6 | ARLO |
Arlo Technologies, Inc.
This page
|
50,673 | $683,072 | |
| 7 | TT |
Trane Technologies plc
|
1,311 | $643,910 | |
| 8 | GFF |
Griffon Corp
|
2,731 | $266,354 |
All Filings in ARLO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $683,072 | 50,673 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $160,339 | 11,461 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $234,079 | 13,810 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $229,570 | 13,536 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||