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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

AXS Investments LLC

Quarter ended Q1 2024 · Filed May 13, 2024 · Accession 0001855205-24-000017

Total Value
$289.7M
Positions
293
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (293)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORP COMNVDA4,911$4.4M1.53%
2MICROSOFT CORPMSFT8,320$3.5M1.21%
3ANNALY CAPITAL MANAGEMENT INCNLY-PJ170,476$3.4M1.16%
4TPG RE FINANCE TRUST INCTPGXL364,232$2.8M0.97%
5NETFLIX INCNFLX4,503$2.7M0.94%
6STARWOOD PROPERTY TRUST INCSTHO131,835$2.7M0.93%
7META PLATFORMS INCMETA5,400$2.6M0.90%
8ALPHABET INC-CL AGOOG16,917$2.6M0.88%
9ADVANCED MICRO DEVICESAMD13,408$2.4M0.84%
10ARMOUR RESIDENTIAL REIT INCARR-PC121,732$2.4M0.83%
11RITHM CAPITAL CORPRITM-PF211,771$2.4M0.82%
12AMAZON.COM INCAMZN13,000$2.3M0.81%
13AGNC INVESTMENT CORP00123Q104236,582$2.3M0.81%
14BLACKSTONE MORTGAGE TRUST INCBX114,813$2.3M0.79%
15MFA FINANCIAL INC55272X607199,995$2.3M0.79%
16DYNEX CAPITAL INCDX-PC182,985$2.3M0.79%
17ARBOR RLTY TR INC COMABR-PF171,312$2.3M0.78%
18LADDER CAPITAL CORP-REITLADR200,868$2.2M0.77%
19PENNYMAC MORTGAGE INVESTMENT70931T103151,544$2.2M0.77%
20FRANKLIN BSP REALTY TRUST IN35243J101163,143$2.2M0.75%
21ARISTA NETWORKS INC COMANET7,449$2.2M0.75%
22TWO HARBORS INVESTMENT CORP90187B804163,143$2.2M0.75%
23CHIMERA INVESTMENT CORP16934Q208464,101$2.1M0.74%
24BRIGHTSPIRE CAPITAL INCBRSP310,235$2.1M0.74%
25CARRIER GLOBAL CORPO COMCARR36,712$2.1M0.74%
26APOLLO COMMERCIAL REAL ESTAT03762U105190,558$2.1M0.73%
27ELLINGTON FINANCIAL INCEFC-PD179,559$2.1M0.73%
28SERVICENOW INC COMNOW2,700$2.1M0.71%
29INVESCO SENIOR LOAN ETFIVZ95,000$2.0M0.69%
30SSGA ACTIVE ETF TR BLKSTN GSOSRLN78467V60847,000$2.0M0.68%
31READY CAPITAL CORPRC-PE214,134$2.0M0.67%
32REDWOOD TRUST INCRWTQ305,298$1.9M0.67%
33NEW YORK MORTGAGE TRUST INCADAMZ265,660$1.9M0.66%
34MACERICH COMAC110,004$1.9M0.65%
35APPLE INCAAPL11,020$1.9M0.65%
36ISHARES PREFERRED & INCOME SEC ETF46428868758,000$1.9M0.65%
37DECKERS OUTDOOR CORPDECK1,979$1.9M0.64%
38BLACKROCK INCBLK2,222$1.9M0.64%
39O'REILLY AUTOMOTIVE INC67103H1071,636$1.8M0.64%
40SYNOPSYS INCSNPS3,153$1.8M0.62%
41VISA INC-CLASS A SHARESV6,369$1.8M0.61%
42HUBBELL INCHUBB4,243$1.8M0.61%
43KKR REAL ESTATE FIN TR REITKKRT170,894$1.7M0.59%
44SPDR SERIES TRUST S&P BIOTECH78464A87018,000$1.7M0.59%
45ISHARES FLTG RATE BD ETF46429B65533,000$1.7M0.58%
46ARES COMMERCIAL REAL ESTATE04013V108215,740$1.6M0.55%
47MICRON TECHNOLOGY INCMU13,625$1.6M0.55%
48INVESCO TAXABLE MUNICIPAL BONDIVZ60,000$1.6M0.55%
49CLAROS MORTGAGE TRUST INC18270D106162,567$1.6M0.55%
50NOVO NORDISK A/S-SPONS ADRNONOF12,000$1.5M0.53%
51FIRST TR EXCH TRADED PFD SECS INC ETF33739E10885,000$1.5M0.51%
52INVESCO EXCH TRADED CEF INM COMPSIIVZ75,000$1.4M0.49%
53DEERE AND CODE3,382$1.4M0.48%
54ORACLE CORPORCL-PD11,053$1.4M0.48%
55ELECTRONIC ARTS INCEA10,420$1.4M0.48%
56PULTE GROUP INC74586710111,391$1.4M0.47%
57PAYPAL HOLDINGS INCPYPL20,460$1.4M0.47%
58COSTAR GROUP INCCSGP14,186$1.4M0.47%
59JANUS DETROIT STR TR HENDRSON AAA CL47103U84527,000$1.4M0.47%
60ISHARES TR TRS FLT RT BD46434V86027,000$1.4M0.47%
61STEEL DYNAMICS INCSTLD9,226$1.4M0.47%
62CATERPILLAR INCCAT3,697$1.4M0.47%
63WALT DISNEY CO25468710611,064$1.4M0.47%
64ALPHABET INC-CL CGOOG8,832$1.3M0.46%
65LENNAR CORP-ALEN-B7,789$1.3M0.46%
66SCHWAB (CHARLES) CORPSCHW-PJ18,487$1.3M0.46%
67CIGNA CORP1255231003,674$1.3M0.46%
68SPDR BLOOMBERG BARCLAYS HIGH YIELD78468R62214,000$1.3M0.46%
69AMERIPRISE FINANCIAL INC03076C1063,030$1.3M0.46%
70QUALCOMM INCQCOM7,825$1.3M0.46%
71AUTOMATIC DATA PROCESSINGADP5,302$1.3M0.46%
72AMERICAN INTERNATIONAL GROUP02687478416,937$1.3M0.46%
73FIDELITY NATIONAL INFO SERV31620M10617,843$1.3M0.46%
74BRISTOL-MYERS SQUIBB COCELG-RI24,325$1.3M0.46%
75MICROCHIP TECHNOLOGY INCMCHPP14,671$1.3M0.45%
76BLOCK INCBSQKZ15,535$1.3M0.45%
77ISHARES IBOXX IVSTMT GRADE CORP BND ETF46428724212,000$1.3M0.45%
78INTUIT INCINTU2,008$1.3M0.45%
79FASTENAL COFAST16,909$1.3M0.45%
80SIMON PROPERTY GROUP INC8288061098,334$1.3M0.45%
81AON PLC-CLASS AAON3,906$1.3M0.45%
82CONAGRA BRANDS INCCAG43,964$1.3M0.45%
83AUTOZONE INCAZO411$1.3M0.45%
84WW GRAINGER INC3848021041,269$1.3M0.45%
85MEDTRONIC PLCMDT14,810$1.3M0.45%
86MR COOPER GROUP INC62482R10716,500$1.3M0.44%
87CHURCH & DWIGHT CO INCCHD12,330$1.3M0.44%
88TEXAS INSTRUMENTS INC8825081047,378$1.3M0.44%
89AMGEN INCAMGN4,508$1.3M0.44%
90AMERICAN EXPRESS COAXP5,627$1.3M0.44%
91MERCK & CO. INC.MRK9,709$1.3M0.44%
92ESTEE LAUDER COMPANIES-CL A5184391048,309$1.3M0.44%
93MOODY'S CORPMCO3,254$1.3M0.44%
94ABBVIE INCABBV7,013$1.3M0.44%
95ELI LILLY & COLLY1,638$1.3M0.44%
96INTL BUSINESS MACHINES CORPINTR6,672$1.3M0.44%
97CISCO SYSTEMS INCCSCO25,521$1.3M0.44%
98CENCORA INCCOR5,240$1.3M0.44%
99ANALOG DEVICES INCADI6,437$1.3M0.44%
100AMERICAN WATER WORKS CO INC03042010310,414$1.3M0.44%
101MCKESSON CORPMCK2,368$1.3M0.44%
102BANK OF NEW YORK MELLON CORP06405810022,010$1.3M0.44%
103ECOLAB INCECL5,491$1.3M0.44%
104INTEL CORPINTC28,676$1.3M0.44%
105STRYKER CORPSYK3,537$1.3M0.44%
106KLA CORPKLAC1,810$1.3M0.44%
107GARTNER INCIT2,652$1.3M0.44%
108PPG INDUSTRIES INC6935061078,718$1.3M0.44%
109TJX COMPANIES INC87254010912,452$1.3M0.44%
110CADENCE DESIGN SYS INCCDNS4,057$1.3M0.44%
111BROADCOM INCAVGO950$1.3M0.43%
112THERMO FISHER SCIENTIFIC INCTMO2,165$1.3M0.43%
113WISDOMTREE TR FLOATNG RAT TREAWT25,000$1.3M0.43%
114MARSH & MCLENNAN COS5717481026,103$1.3M0.43%
115ORMAT TECHNOLOGIES INCORA18,949$1.3M0.43%
116MASTERCARD INC - AMA2,601$1.3M0.43%
117COMCAST CORP-CLASS ACCZ28,810$1.2M0.43%
118AUTODESK INCADSK4,783$1.2M0.43%
119SYSCO CORPSYY15,247$1.2M0.43%
120UNITEDHEALTH GROUP INCUNH2,501$1.2M0.43%
121CARDINAL HEALTH INCCAH11,025$1.2M0.43%
122MSCI INCMSCI2,201$1.2M0.43%
123DRAFTKINGS INC COM CL ADKNG27,000$1.2M0.42%
124INTERCONTINENTAL EXCHANGE IN45866F1048,919$1.2M0.42%
125S&P GLOBAL INCSPGI2,881$1.2M0.42%
126CROWDSTRIKE HOLDINGS INC - ACRWD3,809$1.2M0.42%
127MARVELL TECHNOLOGY INCMRVL17,228$1.2M0.42%
128FORTINET INCFTNT17,863$1.2M0.42%
129ROSS STORES INCROST8,288$1.2M0.42%
130EQUITABLE HOLDINGS INCEQH-PC32,000$1.2M0.42%
131JOHNSON & JOHNSONJNJ7,650$1.2M0.42%
132EQUIFAX INCEFX4,513$1.2M0.42%
133PROLOGIS INCPLDGP9,263$1.2M0.42%
134CME GROUP INCCME5,602$1.2M0.42%
135SALESFORCE INCCRM3,998$1.2M0.42%
136VERISK ANALYTICS INCVRSK5,103$1.2M0.42%
137BOSTON PROPERTIES INCBXP18,387$1.2M0.41%
138ABBOTT LABORATORIESABLZF10,406$1.2M0.41%
139LEIDOS HOLDINGS INCLDOS8,900$1.2M0.40%
140ON SEMICONDUCTORON15,642$1.2M0.40%
141TRADEWEB MKTS INC CL A89267210611,000$1.1M0.40%
142COGNIZANT TECH SOLUTIONS-ACTSH15,624$1.1M0.40%
143WORKDAY INC-CLASS AWDAY4,190$1.1M0.39%
144ACCENTURE PLC-CL AACN3,294$1.1M0.39%
145L3HARRIS TECHNOLOGIES INCLHX5,300$1.1M0.39%
146PALO ALTO NETWORKS INCPANW3,975$1.1M0.39%
147NIKE INC -CL BNKE11,878$1.1M0.39%
148ADOBE INCADBE2,203$1.1M0.38%
149VERTIV HOLDINGS CO COM CL AVRT13,000$1.1M0.37%
150VANECK FALLEN ANGEL HIGH YIELD BOND ETF92189F43735,000$1.0M0.35%
151VANECK ETF TRUST BDC INCOME ETF92189F41159,000$997,1000.34%
152ISHARES TR NATIONAL MUN ETF4642884149,100$979,1600.34%
153TEXTRON INC COMTXT10,000$959,3000.33%
154TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD8740391007,000$952,3500.33%
155PROSHARES TR SHRT 20YR TRE74347X84941,000$950,7900.33%
156SPDR BLOOMBERG CONV SECURITIES ETF78464A35912,500$913,0000.32%
157ASCENDIS PHARMA A S SPONSORED ADRASND6,000$907,0200.31%
158TOLL BROTHERS INCTOL7,000$905,5900.31%
159VICI PPTYS INC COM92565210930,203$899,7470.31%
160HUBSPOT INC COMHUBS1,420$889,7150.31%
161MYR GROUP INC DEL COMMYRG5,000$883,7500.31%
162PARSONS CORPORATION COMPSN10,500$870,9750.30%
163APOLLO GLOBAL MGMT INC03769M1067,700$865,8650.30%
164VANECK HIGH YIELD MUNI ETF92189H40916,500$862,2900.30%
165ADVANCED DRAINAGE SYSTEMS INC00790R1045,000$861,2000.30%
166ISHARES 20 YEAR TREASURY BOND ETF4642874329,000$851,5800.29%
167REGENCY CENTERS CORP75884910313,793$835,3040.29%
168ACM RESEARCH INC COM CL A00108J10928,000$815,9200.28%
169ACADEMY SPORTS & OUTDOORS INASO12,000$810,4800.28%
170ISHARES J.P. MORGAN USD EMRG MKT BND ETF4642882819,000$807,0300.28%
171FIDELITY WISE ORIGIN SHSFBTC13,000$806,7800.28%
172E L F BEAUTY INC COMELF4,100$803,7230.28%
173UNITED RENTALS INC COMURI1,100$793,2210.27%
174FEDERAL REALTY INVS TRUST3137451017,406$756,3010.26%
175GAMING & LEISURE PPT COM36467J10816,278$749,9270.26%
176MONGODB INC CL AMDB2,000$717,2800.25%
177VANECK ETF TRUST EMERGING MRKT HI92189F35336,000$686,8800.24%
178ALPS ETF TR ALERIAN MLP00162Q45214,000$664,4400.23%
179SPOTIFY COMMONSPOT2,500$659,7500.23%
180THE TRADE DESK INC COM CL A88339J1057,500$655,6500.23%
181PARKER HANNIFIN CORPPH1,100$611,3690.21%
182VORNADO REALTY TRUST92904210921,030$605,0330.21%
183COSTCO WHOLESALE CORP22160K105800$586,1040.20%
184ISHARES MORTGAGE REAL ESTATE ETF46435G34225,000$581,0000.20%
185REALTY INCOME CORP COMO10,591$572,9730.20%
186LTC PPTYS INC COM50217510217,615$572,6640.20%
187PACKAGING CORP OF AMERICA6951561093,000$569,3400.20%
188SAMSARA INC COM CL AIOT15,000$566,8500.20%
189XP INC CL AXP22,000$564,5200.19%
190VERTEX PHARMACEUTICALS INCVRTX1,350$564,3140.19%
191SKYWARD SPECIALTY IN COM83094010215,000$561,1500.19%
192MARATHON PETE CORP COMMARA2,750$554,1250.19%
193TIDEWATER INCTDGMW6,000$552,0000.19%
194FORTRESS TRANS INFRS COM REP LTD LIABFTAIN8,000$538,4000.19%
195CTO REALTY GROWTH INC22948Q10131,453$533,1280.18%
196GLOBAL MED REIT INC COM NEW37954A20460,447$528,9110.18%
197COMFORT SYS USA INC COM1999081041,655$525,8100.18%
198VANGUARD CHARLOTTE F TOTAL INT BD ETF92203J40710,500$516,4950.18%
199GRANITE CONSTRUCTION INCGVA9,000$514,1700.18%
200VANGUARD SPECIALIZED DIV APP ETF9219088442,780$507,6560.18%
201INVESCO QQQ TRUST SERIES 1IVZ1,135$503,9510.17%
202PROSHARES TR PSHS SHRT S&P50074347B42542,365$502,4490.17%
203NEWLAKE CAPITAL PART COM65149510325,520$486,1560.17%
204WP CAREY INC92936U1097,771$438,5950.15%
205PACCAR INCPCAR3,500$433,6150.15%
206ARMADA HOFFLER PPTYS COM04208T10840,342$419,5570.14%
207LULULEMON ATHLETICA COMLULU1,000$390,6500.13%
208NVDA 05/17/24 P935 05/24 935.0 PUTNVDA50$369,6000.13%
209SPDR BLOOMBERG BARCLAYS 1-3MO TBILL78468R6634,000$367,2000.13%
210MEDICAL PPTYS TRUST COM58463J30476,554$359,8040.12%
211INCYTE CORPINCY5,470$311,6260.11%
212SPDR SERIES TRUST S&P OILGAS EXP78468R5562,000$309,8600.11%
213ALEXANDRIA REAL ESTATE EQUITY0152711092,400$309,3840.11%
214WESTERN DIGITAL CORPWDC4,365$297,8680.10%
215TESLA INCTSLA1,680$295,3270.10%
216CURTISS-WRIGHT CORPCW1,100$281,5340.10%
217BORGWARNER INCBWA7,970$276,8780.10%
218EMCOR GROUP INCEME750$262,6500.09%
219PERDOCEO EDUCATION CORPPRDO14,690$257,9560.09%
220JPMORGAN CHASE & CO ALERIAN ML ETNVYLD9,000$256,4100.09%
221STONEX GROUP INCSNEX3,645$256,0980.09%
222GLOBAL X FDS GLB X URANIUM37954Y8718,560$246,7850.09%
223ADTALEM GLOBAL EDUCATION INCADT4,685$240,8090.08%
224SIMPLIFY EXCHANGE TR HEALTH CARE ETF82889N7727,730$239,0120.08%
225ISHARES MSCI JAPAN ETF46434G8223,346$238,7370.08%
226ISHARES TR MSCI INDIA ETF46429B5984,610$237,8300.08%
227WORLD GOLD TR SPDR GLD MINISGLDW5,315$234,1260.08%
228SPROTT PHYSICAL GOLD UNITSII13,500$233,5500.08%
229CORVEL CORPCRVL875$230,0900.08%
230ISHARES TR MSCI INDIA SM CP46429B6143,240$227,6750.08%
231EATON VANCE LTD DUR COMETN23,000$224,2500.08%
232INSTALLED BLDG PRODS COM45780R101865$223,8010.08%
233TRI POINTE HOMES INCTPH5,760$222,6820.08%
234ISHARES MSCI JAPAN SMALL-CAP ETF4642865822,935$220,0660.08%
235MASTERBRAND INC COMMON STOCKMBC11,645$218,2270.08%
236DNOW INCDNOW14,345$218,0440.08%
237ENERGY SELECT SECTOR SPDR FUND81369Y5062,295$216,6710.07%
238DORMAN PRODUCTS INC2582781002,235$215,4320.07%
239CUMMINS INCCMI730$215,0950.07%
240GILEAD SCIENCES INCGILD2,895$212,0590.07%
241WATTS WATER TECHNOLO CL AWTS995$211,4870.07%
242COLLEGIUM PHARMACEUT COMCOLL5,445$211,3750.07%
243MINERALS TECHNOLOGIES INCMTX2,805$211,1600.07%
244SPDR SER TR HLTH CR EQUIP78464A5812,375$208,8580.07%
245SUNCOKE ENERGY INC COMSXC18,530$208,8330.07%
246SCIENTIFIC GAMES CORP-ALAWIL2,045$208,7740.07%
247VIRTUS INVT PARTNERS COM92828Q109825$204,5840.07%
248BLACKROCK CORPOR HI COMBLK20,000$195,8000.07%
249BENCHMARK ELECTRONICS INC08160H1016,510$195,3650.07%
250ASML HOLDING NV-NY REG SHSASMLF200$194,0940.07%
251WSFS FINANCIAL CORP CORP.9293281024,285$193,4250.07%
252GARMIN LTDGRMN1,285$191,2980.07%
253QQQ 05/17/24 P430 05/24 430.0 PUTIVZ400$191,2000.07%
254EXPEDIA GROUP INCEXPE1,345$185,2740.06%
255ARES CAP CORP COMARCC8,500$176,9700.06%
256TRANSDIGM GROUP INCTDG135$166,2660.06%
257POLARIS INCPII1,655$165,6990.06%
258OFG BANCORPOFG4,020$147,9760.05%
259NUVEEN PREFERRED & INCOME OPP FUNDNU20,000$143,8000.05%
260MAIN STREET CAPITAL COM56035L1043,000$141,9300.05%
261EVEREST GROUP LTDEG355$141,1130.05%
262HARTFORD FINANCIAL SVCS GRPHIG-PG1,325$136,5410.05%
263ULTA SALON COSMETCS COMULTA250$130,7200.05%
264RENAISSANCERE HOLDINGS LTDRNR-PG530$124,5660.04%
265MGIC INVESTMENT CORP COM5528481035,170$115,6010.04%
266ARCH CAPITAL GROUP LTDG0450A1051,250$115,5500.04%
267MURPHY USA INC COMMUSA270$113,1840.04%
268INTUITIVE SURGICAL INCISRG270$107,7540.04%
269LAM RESEARCH CORP COMLRCX110$106,8730.04%
270MARKEL GROUP INCMKL70$106,5040.04%
271ESSENT GROUP LTD COMESNT1,745$103,8450.04%
272HOWMET AEROSPACE INC COMHWM1,485$101,6190.04%
273AIRBNB INC COM CL AABNB605$99,8010.03%
274ALTRIA GROUP INCMO2,255$98,3630.03%
275FS KKR CAPITAL CORPFSK5,000$95,3500.03%
276AUTONATION INCAN510$84,4460.03%
277DKNG 05/17/24 P45 05/24 45.0 PUTDKNG250$80,0000.03%
278LOCKHEED MARTIN CORPLMT175$79,6020.03%
279SCIENCE APPLICATNS I COM808625107580$75,6260.03%
280VRT 05/17/24 P80 05/24 80.0 PUTVRT115$75,4400.03%
281PIMCO CORPORATE & IN COMPTY5,000$74,3500.03%
282ORLY 05/17/24 P1160 05/24 1160.0 PUT67103H95715$74,2500.03%
283RADIAN GROUP INCRDN2,215$74,1360.03%
284CINCINNATI FINANCIAL CORP172062101560$69,5350.02%
285LITHIA MOTORS INC CL A536797103200$60,1720.02%
286COPART INC COMCPRT915$52,9970.02%
287ASBURY AUTOMOTIVE GR COMABG170$40,0830.01%
288MPC 05/17/24 P200 05/24 200.0 PUTMARA50$36,4500.01%
289BLACKSTONE SECD LEND COMMON STOCKBX1,000$31,1500.01%
290PCAR 05/17/24 P125 05/24 125.0 PUTPCAR75$30,6000.01%
291AAPL 05/17/24 P170 05/24 170.0 PUTAAPL50$24,3500.01%
292FIX 04/19/24 P300 04/24 300.0 PUTMARA30$9,6000.00%
293TOL 05/17/24 P115 05/24 115.0 PUTTOL50$6,2500.00%