AXECAP INVESTMENTS, LLC

PrivateCIK: 2030036
Location

MASON, OH

69
Positions
$145.35M
Total AUM (reported)
965.30K
Total Shares

Allocation by class

TOTAL AUM$145.35M69 positions
COM$102.07M70.2%
COM NEW$25.66M17.7%
CAP STK CL C$6.59M4.5%
CL A COM$3.85M2.7%
TR UNIT$1.80M1.2%
COM SHS$1.59M1.1%
CL C$482.2K0.3%

Portfolio Concentration

Top 314.1%4–1028.6%11–2534.5%Rest22.8%TOP 1042.7%0%100%
Top 3$20.51M14.1%
4–10$41.57M28.6%
11–25$50.20M34.5%
Rest$33.08M22.8%

Top 3 weight

14.1%

Top 10 weight

42.7%

Voting Authority Distribution

Total shares with voting rights: 965.30K

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

965.30K

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole69
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings69
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares39.81K
TypeSH
Market value$6.94M
4.78%
Sole
0.00
Shared
0.00
None
39.81K

APPLE INC

SOLE
COM
Shares26.88K
TypeSH
Market value$6.82M
4.69%
Sole
0.00
Shared
0.00
None
26.88K

LAM RESEARCH CORP

SOLE
COM NEW
Shares31.55K
TypeSH
Market value$6.74M
4.64%
Sole
0.00
Shared
0.00
None
31.55K

KLA CORP

SOLE
COM NEW
Shares4.57K
TypeSH
Market value$6.72M
4.63%
Sole
0.00
Shared
0.00
None
4.57K

ALPHABET INC

SOLE
CAP STK CL C
Shares22.97K
TypeSH
Market value$6.59M
4.53%
Sole
0.00
Shared
0.00
None
22.97K

ANALOG DEVICES INC

SOLE
COM
Shares20.47K
TypeSH
Market value$6.51M
4.48%
Sole
0.00
Shared
0.00
None
20.47K

CISCO SYS INC

SOLE
COM
Shares81.28K
TypeSH
Market value$6.31M
4.34%
Sole
0.00
Shared
0.00
None
81.28K

VALERO ENERGY CORP

SOLE
COM
Shares24.12K
TypeSH
Market value$5.96M
4.10%
Sole
0.00
Shared
0.00
None
24.12K

BANK NEW YORK MELLON CORP

SOLE
COM
Shares41.31K
TypeSH
Market value$4.90M
3.37%
Sole
0.00
Shared
0.00
None
41.31K

RTX CORPORATION

SOLE
COM
Shares23.74K
TypeSH
Market value$4.58M
3.15%
Sole
0.00
Shared
0.00
None
23.74K

JPMORGAN CHASE & CO

SOLE
COM
Shares14.16K
TypeSH
Market value$4.17M
2.87%
Sole
0.00
Shared
0.00
None
14.16K

PHIBRO ANIMAL HEALTH CORP

SOLE
CL A COM
Shares69.64K
TypeSH
Market value$3.85M
2.65%
Sole
0.00
Shared
0.00
None
69.64K

WALMART INC

SOLE
COM
Shares29.27K
TypeSH
Market value$3.64M
2.50%
Sole
0.00
Shared
0.00
None
29.27K

L3HARRIS TECHNOLOGIES INC

SOLE
COM
Shares10.07K
TypeSH
Market value$3.48M
2.39%
Sole
0.00
Shared
0.00
None
10.07K

TJX COS INC NEW

SOLE
COM
Shares21.42K
TypeSH
Market value$3.42M
2.35%
Sole
0.00
Shared
0.00
None
21.42K

CITIGROUP INC

SOLE
COM NEW
Shares30.16K
TypeSH
Market value$3.42M
2.35%
Sole
0.00
Shared
0.00
None
30.16K

ACADIA PHARMACEUTICALS INC

SOLE
COM
Shares152.91K
TypeSH
Market value$3.40M
2.34%
Sole
0.00
Shared
0.00
None
152.91K

CARDINAL HEALTH INC

SOLE
COM
Shares15.54K
TypeSH
Market value$3.28M
2.26%
Sole
0.00
Shared
0.00
None
15.54K

C H ROBINSON WORLDWIDE IN

SOLE
COM NEW
Shares19.70K
TypeSH
Market value$3.27M
2.25%
Sole
0.00
Shared
0.00
None
19.70K

HARTFORD INSURANCE GROUP INC

SOLE
COM
Shares24.13K
TypeSH
Market value$3.26M
2.25%
Sole
0.00
Shared
0.00
None
24.13K

GOLDMAN SACHS GROUP INC

SOLE
COM
Shares3.84K
TypeSH
Market value$3.25M
2.24%
Sole
0.00
Shared
0.00
None
3.84K

NRG ENERGY INC

SOLE
COM NEW
Shares22.12K
TypeSH
Market value$3.23M
2.22%
Sole
0.00
Shared
0.00
None
22.12K

HASBRO INC

SOLE
COM
Shares34.34K
TypeSH
Market value$3.21M
2.21%
Sole
0.00
Shared
0.00
None
34.34K

MCKESSON CORP

SOLE
COM
Shares3.46K
TypeSH
Market value$2.99M
2.06%
Sole
0.00
Shared
0.00
None
3.46K

ENTERGY CORP NEW

SOLE
COM
Shares20.54K
TypeSH
Market value$2.31M
1.59%
Sole
0.00
Shared
0.00
None
20.54K
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