Sands Capital Management — AXON Trade History
Quarter-by-quarter changes in the AXON ENTERPRISE INC position · CUSIP 05464C101
Currently held · 3.5 YearsFirst seen: 2023 Q1
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-13 | Reduce | 1,480,817 | -83,687 | -5.3% | $830.2M | 3.08% |
| 2026 Q1 | 2026-05-08 | Reduce | 1,564,504 | -44,932 | -2.8% | $664.4M | 2.61% |
| 2025 Q4 | 2026-02-13 | Add | 1,609,436 | 167,095 | +11.6% | $914.0M | 2.78% |
| 2025 Q3 | 2025-11-13 | Reduce | 1,442,341 | -168,954 | -10.5% | $1.04B | 2.86% |
| 2025 Q2 | 2025-08-13 | Reduce | 1,611,295 | -288,527 | -15.2% | $1.33B | 3.83% |
| 2025 Q1 | 2025-05-14 | Reduce | 1,899,822 | -77,414 | -3.9% | $999.2M | 3.40% |
| 2024 Q4 | 2025-02-13 | Reduce | 1,977,236 | -133,107 | -6.3% | $1.18B | 3.48% |
| 2024 Q3 | 2024-11-13 | Reduce | 2,110,343 | -449,349 | -17.6% | $843.3M | 2.56% |
| 2024 Q2 | 2024-08-13 | Add | 2,559,692 | 29,598 | +1.2% | $753.2M | 2.21% |
| 2024 Q1 | 2024-05-14 | Reduce | 2,530,094 | -98,558 | -3.7% | $791.6M | 2.21% |
| 2023 Q4 | 2024-02-13 | Add | 2,628,652 | 16,347 | +0.6% | $679.1M | 2.06% |
| 2023 Q3 | 2023-11-14 | Add | 2,612,305 | 619,179 | +31.1% | $519.8M | 1.77% |
| 2023 Q2 | 2023-08-15 | Add | 1,993,126 | 1,004,556 | +101.6% | $388.9M | 1.21% |
| 2023 Q1 | 2023-05-12 | New | 988,570 | 988,570 | — | $222.3M | 0.73% |
| 2022 Q4 | 2023-02-13 | — | — | — | — | — | — |
| 2022 Q3 | 2022-11-09 | — | — | — | — | — | — |
| 2022 Q2 | 2022-08-12 | — | — | — | — | — | — |
| 2022 Q1 | 2022-05-13 | — | — | — | — | — | — |
| 2021 Q4 | 2022-02-11 | — | — | — | — | — | — |
| 2021 Q3 | 2021-11-03 | — | — | — | — | — | — |
| 2021 Q2 | 2021-08-16 | — | — | — | — | — | — |
| 2021 Q1 | 2021-05-17 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-17 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-17 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-11 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-14 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-13 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-14 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-14 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-15 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-14 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-14 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-14 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-15 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-14 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-14 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-14 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-12 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-13 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-14 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
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.