Position in TOST
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,746,483
+$784,731 QoQ
Shares Held
62,778
+131.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#288
of 764 holders
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TOST Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026AXQ CAPITAL, LP holds $32,194,620 across 35 Software - Infrastructure names. TOST ranks #4 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
13,176 | $4,914,911 | |
| 2 | DBX |
Dropbox, Inc.
|
147,301 | $4,046,358 | |
| 3 | S |
SentinelOne, Inc.
|
146,096 | $2,479,249 | |
| 4 | TOST |
Toast, Inc.
This page
|
62,778 | $1,746,483 | |
| 5 | PATH |
UiPath, Inc.
|
159,705 | $1,735,993 | |
| 6 | CALX |
Calix, Inc
|
37,827 | $1,411,703 | |
| 7 | CORZ |
Core Scientific, Inc./tx
|
55,149 | $1,411,262 | |
| 8 | GDDY |
GoDaddy Inc.
|
15,617 | $1,325,570 |
All Filings in TOST
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,746,483 | 62,778 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $961,752 | 27,084 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $205,916 | 5,640 | Shares | Sole | 2025-11-10 | |
| 2025-03-31 | $958,745 | 28,904 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $722,657 | 19,826 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,445,678 | 51,066 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $264,709 | 10,272 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $967,269 | 38,815 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $858,493 | 47,015 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $445,774 | 23,800 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||