AXQ CAPITAL, LP RARE — ULTRAGENYX PHARMACEUTICAL IN

Ownership history in AXQ CAPITAL, LP  ·  4 quarters on record

AI Ownership Summary

AXQ CAPITAL, LP reported ULTRAGENYX PHARMACEUTICAL IN (RARE) in 4 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.44% in 2024 Q4. The latest visible filing shows RARE at 0.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RARE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AXQ CAPITAL, LP's position in ULTRAGENYX PHARMACEUTICAL IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RARE was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RARE stock page AXQ CAPITAL, LP fund profile AXQ CAPITAL, LP full holdings
How AXQ CAPITAL, LP held RARE — position size vs. price
% of Fund (quarterly)    RARE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 96,177 +83,831 +679.0% 0.26% $2.0M 2026-05-13 $26.46
2025 Q1 REDUCED 46.5% +0.4% ❌ 12,346 -10,731 -46.5% 0.18% $447K 2025-05-13 $35.40
2024 Q4 ADDED — — — 23,077 +8,477 +58.1% 0.44% $971K 2025-02-11 $43.58
2024 Q1 INITIATED — — — 14,600 — — 0.16% $682K 2024-05-14 $40.97

🏢 Other funds also holding RARE

As of 2026 Q1 — sorted by position size

Jones Hill Capital LP 5.23% GordonMD Global Investments LP 4.22% Catalio Capital Management, LP 3.72% Ishara Investments LP 3.46% Eagle Health Investments LP 3Y 3.24% Krensavage Asset Management, LLC 3Y 7Y 3.2% SPHERA FUNDS MANAGEMENT LTD. 3Y 7Y 2.69% Sofinnova Investments, Inc. 3Y 7Y 2.5% B Group, Inc. 2.1% Palo Alto Investors LP 3Y 7Y 1.91%

FAQ About AXQ CAPITAL, LP and RARE

These are the practical questions this page is built to answer before you even open the full history table.

How long has AXQ CAPITAL, LP reported owning RARE?

AXQ CAPITAL, LP reported RARE across 4 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported RARE position in AXQ CAPITAL, LP's portfolio?

The largest reported portfolio weight for RARE was 0.44% in 2024 Q4.

What is the latest reported RARE position on this page?

The most recent filing on this page is 2026 Q1, when AXQ CAPITAL, LP reported 96,177 shares, equal to 0.26% of portfolio, with an estimated market value of $2.0M.

What does the chart on this RARE ownership page compare?

The chart compares AXQ CAPITAL, LP's quarterly RARE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AXQ CAPITAL, LP time their RARE position?

Based on 13F filing dates vs. subsequent RARE price moves, AXQ CAPITAL, LP correctly timed 2 out of 3 reported position changes (67%).

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