1y return+24.3%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2024: $137 against $130 in the S&P 500.2
Axecap Investments, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $7.8M | 4.3% | |
| PANWPalo Alto Networks Inc | $7.0M | 3.9% | New |
| KLACKla Corp | $6.6M | 3.7% | +379.3% |
| LRCXLam Research Corp | $6.5M | 3.6% | −52.4% |
| CRWDCrowdstrike Hldgs Inc | $6.4M | 3.6% | New |
| AMATApplied Matls Inc | $6.4M | 3.5% | +58.2% |
| UNHUnitedhealth Group Inc | $5.8M | 3.2% | New |
| FTNTFortinet Inc | $5.8M | 3.2% | New |
| CSCOCisco Sys Inc | $5.4M | 3.0% | −43.2% |
| GOOGAlphabet Inc | $5.2M | 2.9% | −35.5% |
| NVDANvidia Corporation | $5.2M | 2.9% | −34.5% |
| CDNSCadence Design System Inc | $5.2M | 2.9% | +678.0% |
| MNSTMonster Beverage Corp New | $4.8M | 2.7% | New |
| ANETArista Networks Inc | $4.8M | 2.7% | +118.4% |
| FFIVF5 Inc | $4.8M | 2.7% | New |
| BNYBank Of Ny Mellon Corp | $4.8M | 2.6% | −20.2% |
| MPCMarathon Pete Corp | $4.7M | 2.6% | +1624.2% |
| TPRTapestry Inc | $4.7M | 2.6% | New |
| DELLDell Technologies Inc | $4.6M | 2.6% | +265.3% |
| LLYEli Lilly & Co | $4.6M | 2.6% | +1158.5% |
| TRGPTarga Res Corp | $4.6M | 2.5% | New |
| AVGOBroadcom Inc | $4.5M | 2.5% | +93.9% |
| ADIAnalog Devices Inc | $4.5M | 2.5% | −45.0% |
| TXNTexas Instrs Inc | $4.4M | 2.4% | New |
| IBKRInteractive Brokers Group In | $4.4M | 2.4% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| DELLDell Technologies Inc | March 31, 2026 | +162.9% | $4.6M |
| LRCXLam Research Corp | December 31, 2025 | +153.1% | $6.5M |
| AMATApplied Matls Inc | March 31, 2026 | +111.5% | $6.4M |
| NVDANvidia Corporation | September 30, 2024 | +64.8% | $5.2M |
| VLOValero Energy Corp | December 31, 2025 | +60.0% | $1.7M |
| CSCOCisco Sys Inc | March 31, 2026 | +51.4% | $5.4M |
| GOOGAlphabet Inc | September 30, 2025 | +45.1% | $5.2M |
| LLYEli Lilly & Co | September 30, 2024 | +35.4% | $4.6M |
| CDNSCadence Design System Inc | March 31, 2026 | +35.1% | $5.2M |
| ANETArista Networks Inc | December 31, 2025 | +29.6% | $4.8M |
Sold off last quarter
- PAHCPhibro Animal Health Corp was $3.9M
- LHXL3harris Technologies Inc was $3.5M
- TJXTjx Cos Inc New was $3.4M
- ACADAcadia Pharmaceuticals Inc was $3.4M
- CAHCardinal Health Inc was $3.3M
- HIGHartford Insurance Group Inc was $3.3M
- NRGNrg Energy Inc was $3.2M
- MCKMckesson Corp was $3.0M
- ETREntergy Corp New was $2.3M
- STLDSteel Dynamics Inc was $2.1M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +19.1% | +14.8% |
| March 31, 2026 | +2.3% | −4.6% |
| December 31, 2025 | −1.6% | +2.4% |
| September 30, 2025 | +3.8% | +7.8% |
| June 30, 2025 | +10.4% | +10.5% |
| March 31, 2025 | +0.4% | −4.6% |
| December 31, 2024 | −0.5% | +2.1% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Axecap Investments, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2030036&type=13F-HR&dateb=&owner=include&count=40CIK 2030036
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2030036/000203003626000003/Filed August 10, 2026 · accession 0002030036-26-000003