Institutions / Axon Capital LP
Axon Capital LP
CIK 1508755 · Institution · as of Dec 31, 2025
Portfolio value
$83.19M
Positions
12
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Amazon.com Inc | $12.83M | 15.4% |
| Flutter Entertainment plc | $9.81M | 11.8% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $8.60M | 10.3% |
| Baker Hughes Co | $7.85M | 9.4% |
| Valmont Industries Inc | $7.60M | 9.1% |
| Clean Harbors Inc | $7.27M | 8.7% |
| Sportradar Group AG | $6.96M | 8.4% |
| DraftKings Inc. | $6.95M | 8.4% |
| Rocket Companies, Inc. | $5.77M | 6.9% |
| Genius Sports Ltd | $5.56M | 6.7% |
| TIC Solutions, Inc. | $3.99M | 4.8% |
| Momentus Inc | $10.5K | 0.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.