Position in DQ
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$183,643
-$203,853 QoQ
Shares Held
13,715
-24.7% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#72
of 115 holders
Holding Since
Dec 2022
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DQ Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026AXQ CAPITAL, LP holds $16,843,587 across 7 Semiconductor Equipment & Materials names. DQ ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMKR |
Amkor Technology, Inc.
|
49,359 | $4,256,226 | |
| 2 | LRCX |
Lam Research Corp
|
8,333 | $3,610,938 | |
| 3 | Q |
Qnity Electronics, Inc.
|
20,181 | $3,295,759 | |
| 4 | ASML |
Asml Holding NV
|
1,327 | $2,639,986 | |
| 5 | AMAT |
Applied Materials Inc /De
|
3,234 | $2,338,182 | |
| 6 | ACMR |
ACM Research, Inc.
|
4,089 | $518,853 | |
| 7 | DQ |
Daqo New Energy Corp.
This page
|
13,715 | $183,643 |
All Filings in DQ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $183,643 | 13,715 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $387,496 | 18,218 | Shares | Sole | 2026-05-13 | |
| 2022-12-31 | $355,212 | 9,200 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||