Position in FOUR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,207,735
+$777,237 QoQ
Shares Held
27,618
+396.5% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FOUR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026AXQ CAPITAL, LP holds $25,864,037 across 32 Software - Infrastructure names. FOUR ranks #7 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTNT |
Fortinet, Inc.
|
48,984 | $4,002,972 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
26,499 | $3,876,273 | |
| 3 | S |
SentinelOne, Inc.
|
210,636 | $2,712,991 | |
| 4 | MSFT |
Microsoft Corp
|
5,570 | $2,061,846 | |
| 5 | RBRK |
Rubrik, Inc.
|
41,443 | $2,029,463 | |
| 6 | VRSN |
Verisign Inc/Ca
|
7,731 | $1,920,071 | |
| 7 | FOUR |
Shift4 Payments, Inc.
This page
|
27,618 | $1,207,735 | |
| 8 | ZS |
Zscaler, Inc.
|
6,957 | $975,997 |
All Filings in FOUR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,207,735 | 27,618 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $430,498 | 5,562 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,135,007 | 11,452 | Shares | Sole | 2025-08-12 | |
| 2024-09-30 | $412,078 | 4,651 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $231,245 | 3,500 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $234,980 | 3,100 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||