account_balance
Investment manager · 13F filer · SEC CIK 2030036
Axecap Investments, LLC
Reported value$169Mas of Sep 30, 2026
Positions77 14 new, 10 sold out
Top 10 weight35.3%AAPL alone is 5%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
5.2%Trimmed −3%
CRWDCrowdStrike Holdings, Inc.
4.1%Trimmed −22%
PANWPalo Alto Networks Inc
3.6%Trimmed −26%
BNYBank of New York Mellon Corp
3.4%Added +20%
FTNTFortinet, Inc.
3.3%Trimmed −17%
TRGPTarga Resources Corp.
3.2%Added +18%
LLYELI Lilly & Co
3.2%Added +21%
UNHUnitedHealth Group Inc
3.1%Added +2%
LRCXLam Research Corp
3.1%Added +6%
FFIVF5, Inc.
3.1%
GOOGAlphabet Inc.
3.1%Added +2%
KLACKLA Corp
2.9%Added +16%
AAPLApple Inc.
5.2%−3%
CRWDCrowdStrike Holdings, Inc.
4.1%
PANWPalo Alto Networks Inc
3.6%
BNYBank of New York Mellon Corp
3.4%+20%
FTNTFortinet, Inc.
3.3%−17%
TRGPTarga Resources Corp.
3.2%+18%
LLYELI Lilly & Co
3.2%
UNHUnitedHealth Group Inc
3.1%
LRCXLam Research Corp
3.1%
FFIVF5, Inc.
3.1%
GOOGAlphabet Inc.
3.1%
KLACKLA Corp
2.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 5.2% Trimmed −3%CRWD CrowdStrike Holdings, Inc. 4.1% Trimmed −22%PANW Palo Alto Networks Inc 3.6% Trimmed −26%BNY Bank of New York Mellon Corp 3.4% Added +20%FTNT Fortinet, Inc. 3.3% Trimmed −17%TRGP Targa Resources Corp. 3.2% Added +18%LLY ELI Lilly & Co 3.2% Added +21%UNH UnitedHealth Group Inc 3.1% Added +2%LRCX Lam Research Corp 3.1% Added +6%FFIV F5, Inc. 3.1% HeldGOOG Alphabet Inc. 3.1% Added +2%KLAC KLA Corp 2.9% Added +16%
What changed
Biggest moves since Jun 30, 2026
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