§ 13F · FUND PROFILE
AXS Investments LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $317M (13F)Positions · 196Turnover · — · Q1Filed · May 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TRUST | 124K | $72M | 28.9% | +1% |
| 2 | SPY | SS SPDR S&P 500 ETF TRUST | 10K | $6M | 2.5% | +3% |
| 3 | PLTR | PALANTIR TECHNOLOGIE CL A | 40K | $6M | 2.4% | −18% |
| 4 | META | META PLATFORMS INC | 8K | $5M | 1.9% | −18% |
| 5 | GOOGL | ALPHABET INC CL A | 16K | $5M | 1.9% | −17% |
| 6 | NVDA | NVIDIA CORP COM | 26K | $5M | 1.8% | −34% |
| 7 | NFLX | NETFLIX COM INC COM | 45K | $4M | 1.8% | −25% |
| 8 | CWB | STATE STREET SPDR BLOOMBERG CONV | 47K | $4M | 1.7% | −8% |
| 9 | REZ | ISHARES TR RESIDENTIAL MULT | 48K | $4M | 1.6% | −1% |
| 10 | USRT | ISHARES TR CRE U S REIT ETF | 66K | $4M | 1.6% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AXS SIGNAL
AC read
AXS Investments LLC is a Other fund managing $317 million in assets. The fund runs a portfolio of 196 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
4 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed