Axxion S.A.
$1.41B
492
38.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CVNA | $127M | 9.02% | Not reported | New | Q2 2026 |
 CACC | $89.6M | 6.38% | 1.36% | New | Q2 2026 |
 META | $73.9M | 5.26% | Not reported | New | Q2 2026 |
 GOOGL | $58.9M | 4.19% | 0.00% | New | Q2 2026 |
 IBKR | $57.4M | 4.09% | 0.26% | New | Q2 2026 |
 MSFT | $39.4M | 2.80% | 0.00% | New | Q2 2026 |
 AMZN | $28M | 1.99% | 0.00% | New | Q2 2026 |
 AAPL | $28M | 1.99% | 0.00% | New | Q2 2026 |
 LLY | $21M | 1.49% | 0.00% | New | Q2 2026 |
 NVDA | $20.7M | 1.47% | 0.00% | New | Q2 2026 |
 YUMC | $18.5M | 1.31% | 0.15% | New | Q2 2026 |
 HTHT | $17.9M | 1.28% | 0.01% | New | Q2 2026 |
 MU | $15.6M | 1.11% | 0.00% | New | Q2 2026 |
| GOOG | $15M | 1.07% | Not reported | New | Q2 2026 |
 JPM | $14.5M | 1.03% | 0.00% | New | Q2 2026 |
 BRK.A | $14.2M | 1.01% | Not reported | New | Q2 2026 |
 OKTA | $14M | 0.99% | Not reported | New | Q2 2026 |
 UBER | $14M | 0.99% | 0.01% | New | Q2 2026 |
 ORCL | $13.9M | 0.99% | 0.00% | New | Q2 2026 |
 CCJ | $13.8M | 0.98% | 0.03% | New | Q2 2026 |
 B | $13M | 0.93% | 0.02% | New | Q2 2026 |
 NEM | $12.7M | 0.90% | 0.01% | New | Q2 2026 |
 CRM | $12.6M | 0.89% | 0.01% | New | Q2 2026 |
 V | $12.2M | 0.87% | 0.00% | New | Q2 2026 |
 GRBK | $10.8M | 0.77% | 0.31% | New | Q2 2026 |
 COR | $10.6M | 0.76% | 0.02% | New | Q2 2026 |
 CMPS | $10.3M | 0.73% | 0.54% | New | Q2 2026 |
 IREN | $10.3M | 0.73% | 0.06% | New | Q2 2026 |
 MELI | $10M | 0.71% | 0.01% | New | Q2 2026 |
 BKNG | $9.66M | 0.69% | 0.01% | New | Q2 2026 |
 LIN | $9.64M | 0.69% | 0.00% | New | Q2 2026 |
 PFE | $9.62M | 0.68% | 0.01% | New | Q2 2026 |
 TJX | $8.98M | 0.64% | 0.01% | New | Q2 2026 |
 AGI | $8.9M | 0.63% | 0.07% | New | Q2 2026 |
 INTC | $8.77M | 0.62% | 0.00% | New | Q2 2026 |
 NOW | $8.65M | 0.62% | 0.01% | New | Q2 2026 |
 NU | $8.55M | 0.61% | Not reported | New | Q2 2026 |
 OSCR | $8.48M | 0.60% | Not reported | New | Q2 2026 |
 RTX | $8.47M | 0.60% | 0.00% | New | Q2 2026 |
 DLTR | $8.47M | 0.60% | 0.04% | New | Q2 2026 |
 FERG | $8.4M | 0.60% | 0.02% | New | Q2 2026 |
 AEM | $8.3M | 0.59% | 0.01% | New | Q2 2026 |
 CVX | $8.21M | 0.58% | 0.00% | New | Q2 2026 |
 ROST | $7.74M | 0.55% | 0.01% | New | Q2 2026 |
 MA | $7.49M | 0.53% | 0.00% | New | Q2 2026 |
 ORLY | $7.44M | 0.53% | 0.01% | New | Q2 2026 |
 RIOT | $7.39M | 0.53% | 0.07% | New | Q2 2026 |
 TSM | $7.02M | 0.50% | 0.00% | New | Q2 2026 |
 PAAS | $7.01M | 0.50% | 0.04% | New | Q2 2026 |
 ULTA | $6.85M | 0.49% | 0.04% | New | Q2 2026 |