01ACTIVE
OPERATING BUSINESSES
Companies
Software, consumer, and infrastructure businesses the firm owns and runs. Built in-house or acquired early. We hold them.
QAXUS owns and invests — operating businesses, real estate, public and private securities, and digital assets.
Private investment company. Founded 2001. QAXUS Intelligence— the firm's research arm — publishes briefings on market days.
Software, consumer, and infrastructure businesses the firm owns and runs. Built in-house or acquired early. We hold them.
Buildings and land the firm owns directly. Income-producing where it is. Patient where it isn't.
Equities and credit in public and private companies. Taken seriously, sized with conviction, reviewed often.
Bitcoin and select protocols, self-custodied. Not a trading book.
Loans the firm makes from its own book. No outside capital.
AI leaders close on the lows as the long end reheats — a trend pullback the crowd is too long to fade
Risk came off in shape as well as size: SPY fell 0.70% to 761.70 and QQQ 1.27% to 707.66, both closing on their lows with high-beta leaders MSTR (-6%), TSLA (-3.2%) and NVDA (-1.5%) driving the downside. The context sharpens the read — the 10-year crept to 4.75% and breakevens jumped 4bp to 2.35% while VIX sat at 14.92, cheap implied vol against a misbehaving long end and a uniformly long AI crowd. SPY 759.48 is the decision point into a payrolls-week finale and AVGO's midweek AI-capex print.
| Symbol | MARKETS | — |
| Session | PM | — |
| Published | 2026-09-01 | — |
Operating businesses, real estate, securities, digital assets. Held long. Sold rarely. The firm is here to own, not to trade for its own sake.
Everything is the firm's own capital. No outside investors. No LP structure. Decisions don't need to be explained to anyone who wasn't at the table when they were made.
QAXUS Intelligence reads the primary data — on-chain, institutional flows, macro prints — and writes it down on market days. The briefings are how the firm thinks out loud.
We don't publish our holdings, our account structure, or our positions. What we publish is our reading of the market. The rest is ours.
QAXUS does not take outside capital, so we don't solicit. If you have a business or property worth looking at, or want to hear when QAXUS Intelligence opens a formal subscription, the form is the fastest route. We reply within two business days.