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CIK: 0002030036
Total reported value
$180.8M
$180.8M
70 檔
13.2%
During the Q4 2024 filing period, Axecap Investments, LLC (CIK: 0002030036) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $180.8M across 70 reported positions.
During Q4 2024, Axecap Investments, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 4.31% | +1.19% | +6.43% | |
| 2 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 3.51% | — | +8.76% | |
| 3 | NOW | Servicenow Inc | Stock-Tech | 3.47% | — | +294.64% | |
| 4 | TMUS | T-mobile US Inc | Stock-Comm Services | 3.38% | — | +31.43% | |
| 5 | MSI | Motorola Solutions Inc | Stock-Tech | 3.35% | — | +15.12% | |
| 6 | ABBV | Abbvie Inc | Stock-Healthcare | 3.19% | -0.04% | +9.18% | |
| 7 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 3.10% | +3.55% | NEW | |
| 8 | LDOS | Leidos Holdings Inc | Stock-Tech | 3.09% | — | +19.55% | |
| 9 | TRGP | Targa Resources CORP | Stock-Energy | 3.06% | +2.53% | NEW | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 3.06% | -2.36% | +5.42% | |
| 11 | GDDY | Godaddy Inc - Class A | Stock-Tech | 2.82% | — | +50.13% | |
| 12 | DELL | Dell Technologies -c | Stock-Tech | 2.79% | +2.23% | — | |
| 13 | ALL | Allstate CORP | Stock-Financials | 2.74% | — | +5.65% | |
| 14 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.72% | -1.42% | +1.29% | |
| 15 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.57% | -2.35% | EXIT | |
| 16 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 2.49% | — | +24.37% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.41% | — | — | |
| 18 | RSG | Republic Services Inc | Stock-Industrials | 2.41% | — | +11.36% | |
| 19 | GD | General Dynamics CORP | Stock-Industrials | 2.35% | — | +9.50% | |
| 20 | NEE | Nextera Energy Inc | Stock-Utilities | 2.29% | — | — | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.10% | -2.57% | +9.10% | |
| 22 | TYL | Tyler Technologies Inc | Stock-Tech | 2.10% | — | +44.98% | |
| 23 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 2.06% | — | -0.45% | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 1.90% | — | — | |
| 25 | NRG | Nrg Energy Inc | Stock-Utilities | 1.77% | -2.22% | EXIT | |
| 26 | FITB | Fifth Third Bancorp | Stock-Financials | 1.73% | — | +7.67% | |
| 27 | PGR | Progressive CORP | Stock-Financials | 1.70% | — | +11.93% | |
| 28 | ICE | Intercontinental Exchange In | Stock-Financials | 1.69% | — | -25.98% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.65% | -0.17% | +3.04% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 1.31% | -0.35% | +0.07% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.25% | +3.22% | NEW | |
| 32 | PM | Philip Morris International | Stock-Consumer Staples | 1.19% | -0.04% | +376.23% | |
| 33 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.11% | — | — | |
| 34 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.95% | -0.09% | +42.35% | |
| 35 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.94% | -2.25% | EXIT | |
| 36 | IBM | Intl Business Machines CORP | Stock-Tech | 0.94% | — | +14.55% | |
| 37 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.94% | — | +1.59% | |
| 38 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.92% | +3.87% | NEW | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.89% | +0.11% | NEW | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | -0.06% | -0.12% | |
| 41 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.85% | — | -1.63% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.84% | -1.89% | -77.34% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.80% | -0.11% | +3.38% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | -0.02% | -1.80% | |
| 45 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.72% | — | +5.96% | |
| 46 | WELL | Welltower Inc | Stock-Real Estate | 0.72% | — | -0.30% | |
| 47 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.72% | +0.04% | +0.54% | |
| 48 | ROL | Rollins Inc | Stock-Consumer Disc | 0.68% | -0.70% | EXIT | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.61% | — | +0.41% | |
| 50 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.55% | -0.03% | — |
According to official SEC Form 13F filings, Axecap Investments, LLC reported a total U.S. public equity portfolio value of $180.8M across 70 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AVGO, PKG, NOW) accounted for 13.2% of total reported equity market value during Q4 2024.
During Q4 2024, Axecap Investments, LLC's top holdings by market value included AVGO (4.3%)、PKG (3.5%)、NOW (3.5%). The largest single position, AVGO, represented 4.3% of total portfolio value.
In Q4 2024, Axecap Investments, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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