Axxion S.A. 13F holdings
Axxion S.A. reported 490 positions with a total reported value of $1.4B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: CVNA CARVANA CO (9.2%), CREDIT ACCEP CORP MICH (6.5%), GOOGL ALPHABET INC (5.4%), META META PLATFORMS INC (5.3%), IBKR INTERACTIVE BROKERS GROUP IN (4.1%). We hold no 13F from this filer for the prior quarter (2026-03-31), so new positions and exits are not counted. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| CVNA CARVANA CO | 1,925,000 | $126.7M | 9.2% |
| CREDIT ACCEP CORP MICH | 140,739 | $89.6M | 6.5% |
| GOOGL ALPHABET INC | 217,449 | $74.5M | 5.4% |
| META META PLATFORMS INC | 149,642 | $73.9M | 5.3% |
| IBKR INTERACTIVE BROKERS GROUP IN | 660,000 | $57.4M | 4.1% |
| MSFT MICROSOFT CORP | 120,335 | $39.4M | 2.8% |
| AMZN AMAZON COM INC | 133,913 | $28.0M | 2.0% |
| AAPL APPLE INC | 110,232 | $28.0M | 2.0% |
| LLY ELI LILLY & CO | 17,502 | $21.0M | 1.5% |
| NVDA NVIDIA CORPORATION | 103,395 | $20.7M | 1.5% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 12,440 | $19.7M | 1.4% |
| YUMC YUM CHINA HLDGS INC | 520,000 | $18.5M | 1.3% |
| HTHT H WORLD GROUP LTD | 430,000 | $17.9M | 1.3% |
| MU MICRON TECHNOLOGY INC | 13,503 | $15.6M | 1.1% |
| JPM JPMORGAN CHASE & CO | 44,349 | $14.5M | 1.0% |
| ORCL ORACLE CORP | 103,085 | $14.2M | 1.0% |
| OKTA OKTA INC | 102,300 | $14.0M | 1.0% |
| UBER UBER TECHNOLOGIES INC | 193,380 | $14.0M | 1.0% |
| CCJ CAMECO CORP | 135,650 | $13.8M | 1.0% |
| BARRICK MNG CORP | 405,250 | $13.0M | 0.9% |
| NEM NEWMONT CORP | 136,080 | $12.7M | 0.9% |
| CRM SALESFORCE INC | 80,133 | $12.6M | 0.9% |
| V VISA INC | 35,675 | $12.2M | 0.9% |
| GRBK GREEN BRICK PARTNERS INC | 135,000 | $10.8M | 0.8% |
| COR CENCORA INC | 37,500 | $10.6M | 0.8% |
New positions this quarter
We hold no 13F from this filer for 2026-03-31, so nothing can be compared.
Sold out
We hold no 13F from this filer for 2026-03-31, so nothing can be compared.
Biggest increases and decreases
Increases
We hold no 13F from this filer for 2026-03-31, so nothing can be compared.
Decreases
We hold no 13F from this filer for 2026-03-31, so nothing can be compared.
