Which hedge funds own AXON? AXON ENTERPRISE INC, Q2 2026 13F holders

IndustrialsAerospace & Defense

65 tracked hedge funds disclosed a position in AXON (AXON ENTERPRISE INC) in their Q2 2026 13F filings, worth $3.8bn in total. The largest holder by portfolio weight is Broadwood Capital Inc at 20.3% of its book. 19 opened a new position this quarter: Ogborne Capital Management, LLC, Sycale Advisors (NY) LLC, Elwood Capital Partners LP, KR Capital LP. 27 exited: Shannon River Fund Management LLC, Hudson Way Capital Management LLC, Bwcp, LP.

65
Holders: 19
New this quarter: 27
Exited this quarter: $97.7m
Inflow, new holders: $285m
Outflow, exits: $3.8bn
Combined value: 5.2%
Share of managers holding

Holders, Q2 2026

65 rows


Broadwood Capital Inc Hedge fund	20.3%	$389m	693,504	0.0%	held
Strategy Capital LLC Hedge fund	13.4%	$217m	386,596	−2.8%	reduced
Ampersand Capital Group, L.P. Hedge fund	12.8%	$28.3m	50,456	+4.8%	added
Styrax Capital, LP Hedge fund	7.4%	$112m	200,000	0.0%	held
Nightview Capital, LLC Hedge fund	6.7%	$8.9m	15,931	0.0%	held
Ogborne Capital Management, LLC Hedge fund	6.0%	$13.2m	23,556	–	new
Sycale Advisors (NY) LLC Hedge fund	4.8%	$10.9m	19,399	–	new
Deepwater Asset Management, LLC Hedge fund	4.6%	$10.1m	17,933	+98%	added
4D Advisors, LLC Hedge fund	4.3%	$11.2m	20,000	+100%	added
Elwood Capital Partners LP Hedge fund	3.2%	$4.4m	7,815	–	new
Sands Capital Long-only investor	3.1%	$830m	1.48m	−5.3%	reduced
11 Capital Partners LP Hedge fund	3.0%	$10.3m	18,400	−13%	reduced
NZS Capital, LLC Hedge fund	1.7%	$64.1m	114,386	+54%	added
Baillie Gifford Long-only investor	1.6%	$1.7bn	3.06m	+24%	added
KR Capital LP Hedge fund	1.4%	$13.8m	24,529	–	new
Oribel Capital Management, LP Hedge fund	1.2%	$14.3m	25,500	–	new
FirstWave Capital Management LLC Hedge fund	1.1%	$2.5m	4,528	–	new
Telemark Asset Management, LLC Hedge fund	0.8%	$11.2m	20,000	0.0%	held
J. Goldman & Co LP Hedge fund	0.8%	$22.5m	40,216	−15%	reduced
Ardmore Road Asset Management LP Hedge fund	0.8%	$13.0m	23,214	–	new
Scientech Research LLC Hedge fund	0.6%	$792k	1,412	–	new
Corient IA LP Hedge fund	0.6%	$684k	1,220	0.0%	held
Cunning Capital Partners, LP Hedge fund	0.6%	$1.5m	2,627	0.0%	held
Steadfast Capital Management LP Hedge fund	0.4%	$13.5m	24,000	–	new
Sandler Capital Management Hedge fund	0.4%	$695k	1,240	+70%	added
Boothbay Fund Management, LLC Hedge fund	0.4%	$19.2m	34,236	+5512%	added
Summit Partners Public Asset Management, LLC Hedge fund	0.3%	$12.1m	21,500	−36%	reduced
Axiom Investors LLC Hedge fund	0.3%	$31.2m	55,704	+17%	added
Tobam Hedge fund	0.3%	$1.0m	1,851	−59%	reduced
SummitTX Capital, L.P. Hedge fund	0.2%	$8.4m	14,912	+118%	added
Campbell & CO Investment Adviser LLC Hedge fund	0.2%	$3.3m	5,972	–	new
Ares Systematic Credit Ltd Hedge fund	0.1%	$215k	384	–	new
Polar Capital Holdings Plc Hedge fund	0.1%	$37.5m	66,971	+179%	added
Parallax Volatility Advisers, L.P. Hedge fund	0.09%	$2.4m	4,272	+185%	added
Landscape Capital Management, L.L.C. Hedge fund	0.08%	$1.3m	2,242	–	new
Saba Capital Management, L.P. Hedge fund	0.08%	$2.5m	4,439	–	new
Alpine Woods Capital Investors, LLC Hedge fund	0.07%	$319k	569	−44%	reduced
IFM Investors Pty Ltd Hedge fund	0.06%	$9.8m	17,430	+8.7%	added
111 Capital Hedge fund	0.06%	$376k	671	−26%	reduced
Adage Capital Partners GP, L.L.C. Hedge fund	0.06%	$40.3m	71,800	+1.6%	added
Moore Capital Management, LP Hedge fund	0.04%	$1.8m	3,226	+274%	added
CenterBook Partners LP Hedge fund	0.04%	$750k	1,337	−79%	reduced
Prescott Group Capital Management, L.L.C. Hedge fund	0.04%	$423k	754	−8.4%	reduced
Millennium Management LLC Hedge fund	0.03%	$47.2m	84,224	−32%	reduced
Edgestream Partners, L.P. Hedge fund	0.03%	$1.1m	1,911	–	new
Woodline Partners LP Hedge fund	0.03%	$9.7m	17,352	+13%	added
CastleKnight Management LP Hedge fund	0.02%	$617k	1,100	–	new
Prelude Capital Management, LLC Hedge fund	0.02%	$286k	511	−58%	reduced
Candriam S.C.A. Hedge fund	0.02%	$3.6m	6,402	+5.3%	added
Citadel Advisors LLC Hedge fund	0.02%	$26.5m	47,359	−76%	reduced
Holocene Advisors, LP Hedge fund	0.01%	$5.7m	10,167	+16%	added
Wolverine Asset Management LLC Hedge fund	0.01%	$994k	1,773	+102%	added
Engineers Gate Manager LP Hedge fund	0.01%	$755k	1,347	–	new
Tudor Investment Corp ET AL Hedge fund	0.01%	$2.2m	4,000	0.0%	held
Aristeia Capital, L.L.C. Hedge fund	0.01%	$440k	784	–	new
Elequin Capital, LP Hedge fund	0.01%	$191k	341	+123%	added
Schonfeld Strategic Advisors LLC Hedge fund	0.01%	$1.2m	2,081	–	new
AQR Capital Management LLC Hedge fund	0.0%	$14.2m	25,887	−8.7%	reduced
Squarepoint Ops LLC Hedge fund	0.0%	$2.1m	3,824	−92%	reduced
Fulcrum Asset Management LLP Hedge fund	0.0%	$39.8k	78	–	new
Walleye Capital LLC Hedge fund	0.0%	$794k	1,417	−77%	reduced
CVA Family Office, LLC Family office	0.0%	$35.9k	64	−36%	reduced
Balyasny Asset Management L.P. Hedge fund	0.0%	$1.2m	2,091	+56%	added
D. E. Shaw & Co., Inc. Hedge fund	0.0%	$3.0m	5,411	−34%	reduced
Quarry LP Hedge fund	0.0%	$561	1	−100%	reduced

Exited since the previous filing

27 rows


Shannon River Fund Management LLC	3.8%	$20.1m
Hudson Way Capital Management LLC	3.3%	$34.8m
Bwcp, LP	2.3%	$14.8m
Tremblant Capital Group	1.1%	$35.6m
Altimeter Capital Management, LP	1.1%	$63.3m
Atreides Management, LP	1.1%	$43.4m
Kingdon Capital Management, L.L.C.	1.0%	$6.2m
Twinbeech Capital LP	1.0%	$9.5m
Aperture Investors, LLC	0.4%	$3.5m
Twin Tree Management, LP	0.4%	$1.7m
Cinctive Capital Management LP	0.3%	$4.9m
Laurion Capital Management LP	0.3%	$3.1m
Fox Run Management, L.L.C.	0.2%	$1.3m
Oak Thistle LLC	0.2%	$2.1m
Delta Global Management LP	0.2%	$2.0m
Quantitative Investment Management, LLC	0.10%	$952k
Verition Fund Management LLC	0.09%	$8.9m
Sona Asset Management (US) LLC	0.08%	$2.1m
FORA Capital, LLC	0.03%	$350k
Atom Investors LP	0.03%	$358k
Y-Intercept (Hong Kong) Ltd	0.03%	$1.4m
Marshall Wace, LLP	0.01%	$8.3m
Brevan Howard Capital Management LP	0.01%	$825k
Arrowstreet Capital, Limited Partnership	0.01%	$15.1m
Aquatic Capital Management LLC	0.01%	$209k
Capstone Investment Advisors, LLC	0.0%	$223k
Freestone Grove Partners LP	0.0%	$238k

Who discovered AXON first? Beta

The run: Q3 2017 → Q2 2021, +680%

Weight in book of

6 rows


Broadwood Capital Inc high conviction	Bought before the run	Q4 2017	1.6%	–	37.4%	+65%	×21	+40.3 pts	Held at last filing, Q2 2026
Abdiel Capital Advisors, LP high conviction	Bought before the run	Q2 2017	13.5%	5.5%	22.7%	+151%	+525%	+22.7 pts	Exited by Q1 2022
Telemark Asset Management, LLC	Bought before the run	Q2 2017	2.7%	2.1%	3.2%	+151%	×22	+7.2 pts	Held at last filing, Q2 2026
ACK Asset Management LLC	Bought before the run	Q4 2017	1.3%	–	1.7%	+65%	+167%	+0.9 pts	Exited by Q2 2020
Hawk Ridge Capital Management LP	Bought before the run	Q4 2017	1.1%	–	1.1%	+65%	+48%	+0.5 pts	Exited by Q2 2018
Oakcliff Capital Partners, LP high conviction	Bought before the run	Q2 2017	4.8%	6.5%	6.5%	+151%	−9.8%	−0.5 pts	Exited by Q4 2017

Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.

Which hedge funds own AXON? AXON ENTERPRISE INC, Q2 2026 13F holders

Holders, Q2 2026

Exited since the previous filing

Ownership over time

Who discovered AXON first? Beta