DOSSIER · 13F-HR · Q2 2026

Axecap Investments, LLC

$181M in tracked AUM across 73 positions as of Q2 2026.

AI
CIK 0002030036 · last filed Jun 30, 2026
Total AUM
$181M
as of Q2 2026
Holdings
73
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Axecap Investments, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$8M27K4.3%
02
PANW
PALO ALTO NETWORKS INC
$7M21K3.9%
03
KLAC
KLA CORP
$7M22K3.7%
04
LRCX
LAM RESEARCH CORP
$7M15K3.6%
05
CRWD
CROWDSTRIKE HLDGS INC
$6M8K3.6%
06
AMAT
APPLIED MATLS INC
$6M9K3.5%
07
UNH
UNITEDHEALTH GROUP INC
$6M14K3.2%
08
34959E109
FORTINET INC
$6M38K3.2%
09
CSCO
CISCO SYS INC
$5M46K3.0%
10
GOOG
ALPHABET INC
$5M15K2.9%

Filing history

2026Q2Jun 30
$181M 24.4%
73 positionsView →
2026Q1Mar 31
$145M 10.4%
69 positionsView →
2025Q4Dec 31
$162M 0.2%
73 positionsView →
2025Q3Sep 30
$162M 5.4%
83 positionsView →
2025Q2Jun 30
$154M 30.1%
72 positionsLocked
2025Q1Mar 31
$118M 11.1%
70 positionsLocked
2024Q4Dec 31
$133M 0.7%
70 positionsLocked
2024Q3Sep 30
$132M
74 positionsLocked