AXS INVESTMENTS LLC

PrivateCIK: 1801467
Location

PORT CHESTER, NY

193
Positions
$352.67M
Total AUM (reported)
1.65M
Total Shares

Allocation by class

TOTAL AUM$352.67M193 positions
ETP$211.76M60.0%
COMMON STOCK$138.57M39.3%
ADR$2.34M0.7%

Portfolio Concentration

Top 353.3%4–109.4%11–2512.0%Rest25.4%TOP 1062.7%0%100%
Top 3$187.94M53.3%
4–10$33.05M9.4%
11–25$42.22M12.0%
Rest$89.46M25.4%

Top 3 weight

53.3%

Top 10 weight

62.7%

Voting Authority Distribution

Total shares with voting rights: 1.65M

Sole

Full voting authority

1.65M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole193
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings193
Rows:

INVESCO QQQ TRUST - USD

SOLE
ETP
Shares232.59K
TypeSH
Market value$171.28M
48.57%
Sole
232.59K
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
Common Stock
Shares9.45K
TypeSH
Market value$10.90M
3.09%
Sole
9.45K
Shared
0.00
None
0.00

SS SPDR S&P 500 ETF TRUST-US

SOLE
ETP
Shares7.71K
TypeSH
Market value$5.76M
1.63%
Sole
7.71K
Shared
0.00
None
0.00

ALPHABET INC CL A

SOLE
Common Stock
Shares14.41K
TypeSH
Market value$5.15M
1.46%
Sole
14.41K
Shared
0.00
None
0.00

NVIDIA CORP COM

SOLE
Common Stock
Shares25.50K
TypeSH
Market value$5.10M
1.45%
Sole
25.50K
Shared
0.00
None
0.00

PALANTIR TECHNOLOGIE CL A

SOLE
Common Stock
Shares42.29K
TypeSH
Market value$4.93M
1.40%
Sole
42.29K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
Common Stock
Shares8.46K
TypeSH
Market value$4.76M
1.35%
Sole
8.46K
Shared
0.00
None
0.00

ADVANCED MICRO DEVICES

SOLE
Common Stock
Shares8.18K
TypeSH
Market value$4.75M
1.35%
Sole
8.18K
Shared
0.00
None
0.00

VERTIV HOLDINGS CO COM CL A

SOLE
Common Stock
Shares12.50K
TypeSH
Market value$4.19M
1.19%
Sole
12.50K
Shared
0.00
None
0.00

LAM RESEARCH CORP

SOLE
Common Stock
Shares9.60K
TypeSH
Market value$4.16M
1.18%
Sole
9.60K
Shared
0.00
None
0.00

PALO ALTO NETWORKS I COM

SOLE
Common Stock
Shares10.98K
TypeSH
Market value$3.74M
1.06%
Sole
10.98K
Shared
0.00
None
0.00

MASTERCARD INC CL A

SOLE
Common Stock
Shares7.24K
TypeSH
Market value$3.72M
1.05%
Sole
7.24K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
Common Stock
Shares9.65K
TypeSH
Market value$3.60M
1.02%
Sole
9.65K
Shared
0.00
None
0.00

CROWDSTRIKE HLDGS IN CL A

SOLE
Common Stock
Shares4.44K
TypeSH
Market value$3.39M
0.96%
Sole
4.44K
Shared
0.00
None
0.00

APPLE INC

SOLE
Common Stock
Shares11.46K
TypeSH
Market value$3.32M
0.94%
Sole
11.46K
Shared
0.00
None
0.00

INTL BUSINESS MACHINES CORP

SOLE
Common Stock
Shares11.59K
TypeSH
Market value$3.26M
0.92%
Sole
11.59K
Shared
0.00
None
0.00

NETFLIX COM INC COM

SOLE
Common Stock
Shares43.60K
TypeSH
Market value$3.11M
0.88%
Sole
43.60K
Shared
0.00
None
0.00

TESLA INC

SOLE
Common Stock
Shares6.84K
TypeSH
Market value$2.88M
0.82%
Sole
6.84K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
Common Stock
Shares6.87K
TypeSH
Market value$2.60M
0.74%
Sole
6.87K
Shared
0.00
None
0.00

APPLOVIN CORP COM CL A

SOLE
Common Stock
Shares4.95K
TypeSH
Market value$2.55M
0.72%
Sole
4.95K
Shared
0.00
None
0.00

ORACLE CORP

SOLE
Common Stock
Shares15.85K
TypeSH
Market value$2.32M
0.66%
Sole
15.85K
Shared
0.00
None
0.00

AMAZON.COM INC

SOLE
Common Stock
Shares8.86K
TypeSH
Market value$2.11M
0.60%
Sole
8.86K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

SOLE
ADR
Shares4.30K
TypeSH
Market value$2.05M
0.58%
Sole
4.30K
Shared
0.00
None
0.00

SALESFORCE INC

SOLE
Common Stock
Shares11.54K
TypeSH
Market value$1.81M
0.51%
Sole
11.54K
Shared
0.00
None
0.00

SPOTIFY COMMON

SOLE
Common Stock
Shares3.83K
TypeSH
Market value$1.76M
0.50%
Sole
3.83K
Shared
0.00
None
0.00
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