Axecap Investments, LLC: 13F holdings
CIK 20300362026Q2
| Positions | 73 |
|---|
| Reported value | $180.8m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 73 (+4 vs prior quarter) |
|---|
| Reported value | $180.8m (+24.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 27,103 | $7.8m | 4.3% |
| PANW PALO ALTO NETWORKS INC | 20,527 | $7.0m | 3.9% |
| KLAC KLA CORP | 21,883 | $6.6m | 3.7% |
| LRCX LAM RESEARCH CORP | 15,029 | $6.5m | 3.6% |
| CRWD CROWDSTRIKE HLDGS INC | 8,424 | $6.4m | 3.6% |
| AMAT APPLIED MATLS INC | 8,813 | $6.4m | 3.5% |
| UNH UNITEDHEALTH GROUP INC | 13,996 | $5.8m | 3.2% |
| FTNT FORTINET INC | 37,736 | $5.8m | 3.2% |
| CSCO CISCO SYS INC | 46,133 | $5.4m | 3.0% |
| GOOG ALPHABET INC | 14,812 | $5.2m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2030036")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples