Institutional Fund
Axecap Investments, LLC
Mason, OHCIK 20300365 filings on record
Portfolio Value
$145.35M
Q1 2026
Holdings
69
Reported positions
New Buys
18
Opened this quarter
QoQ Change
-10.4%
from $162.14M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation4.8%
- Apple Inc4.7%
- Lam Research Corp4.6%
- Kla Corp4.6%
- Alphabet Inc4.5%
- Analog Devices Inc4.5%
- Other72.3%
Portfolio Holdings
69 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 39.8K | $6.94M | 4.8% | +5.9K | Added |
| 2 | Apple Inc | 26.9K | $6.82M | 4.7% | +17.9K | Added |
| 3 | Lam Research Corp | 31.6K | $6.74M | 4.6% | −15.0K | Reduced |
| 4 | Kla Corp | 4.6K | $6.72M | 4.6% | +1.7K | Added |
| 5 | Alphabet Inc | 23.0K | $6.59M | 4.5% | −2.5K | Reduced |
| 6 | Analog Devices Inc | 20.5K | $6.51M | 4.5% | +20.5K | New |
| 7 | Cisco Sys Inc | 81.3K | $6.31M | 4.3% | +81.3K | New |
| 8 | Valero Energy Corp | 24.1K | $5.96M | 4.1% | +1.7K | Added |
| 9 | Bank New York Mellon Corp | 41.3K | $4.90M | 3.4% | +15.5K | Added |
| 10 | Rtx Corporation | 23.7K | $4.58M | 3.2% | +771 | Added |
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