Position in Q
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,968,958
New position
Shares Held
25,732
first reported quarter
Ownership
0.012%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026AXQ CAPITAL, LP holds $12,720,586 across 8 Semiconductor Equipment & Materials names. Q ranks #2 (23.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TER |
Teradyne, Inc
|
10,432 | $3,092,670 | |
| 2 | Q |
Qnity Electronics, Inc.
This page
|
25,732 | $2,968,958 | |
| 3 | ASML |
Asml Holding NV
|
1,768 | $2,335,227 | |
| 4 | AMKR |
Amkor Technology, Inc.
|
47,368 | $2,132,981 | |
| 5 | AMAT |
Applied Materials Inc /De
|
2,542 | $868,830 | |
| 6 | LRCX |
Lam Research Corp
|
3,380 | $722,170 | |
| 7 | DQ |
Daqo New Energy Corp.
|
18,218 | $387,496 | |
| 8 | CAMT |
Camtek Ltd
|
1,400 | $212,254 |
All Filings in Q
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,968,958 | 25,732 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||