AXON CAPITAL LP
CIK 0001508755 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$73.7M
2026 Q2
Positions
11
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AMZN
AMAZON COM INC
19.0%
DKNGCALL
DRAFTKINGS INC NEW
14.6%
TSM
TAIWAN SEMICONDUCTOR MANUFAC
12.3%
FLUTCALL
FLUTTER ENTMT PLC
12.2%
NVDA
NVIDIA CORPORATION
11.5%
GOOGL
ALPHABET INC
10.2%
META
META PLATFORMS INC
8.3%
ASML
ASML HLDG NV
6.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.