AXON CAPITAL LP
16 holdingsFiling period: 2026-03-31Current AUM: $79.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 48.4K | $10.1M | $13.1M | 16.52% | -7,200 | 2026-03-31 |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 28.3K | $9.6M | $11.4M | 14.38% | -- | 2026-03-31 |
| 3 | DKNG | DRAFTKINGS INC NEW | 427.0K | $9.2M | $10.0M | 12.60% | -201,700 | 2026-03-31 |
| 4 | — | FLUTTER ENTMT PLC | 88.0K | $9.0M | $9.0M | 11.27% | -45,600 | 2026-03-31 |
| 5 | NVDA | NVIDIA CORPORATION | 35.2K | $6.1M | $7.1M | 8.88% | -- | 2026-03-31 |
| 6 | RKT | ROCKET COS INC | 298.0K | $4.2M | $3.8M | 4.83% | -- | 2026-03-31 |
| 7 | — | SPORTRADAR GROUP AG | 234.1K | $3.9M | $3.9M | 4.92% | -58,500 | 2026-03-31 |
| 8 | KKR | KKR & CO INC | 39.9K | $3.7M | $4.0M | 5.09% | -- | 2026-03-31 |
| 9 | META | META PLATFORMS INC | 5.5K | $3.1M | $3.1M | 3.85% | -- | 2026-03-31 |
| 10 | VST | VISTRA CORP | 17.6K | $2.6M | $2.6M | 3.28% | -- | 2026-03-31 |
| 11 | TLN | TALEN ENERGY CORP | 7.8K | $2.5M | $2.6M | 3.27% | -- | 2026-03-31 |
| 12 | — | ASML HLDG NV | 1.8K | $2.4M | $2.4M | 2.99% | -- | 2026-03-31 |
| 13 | VMI | VALMONT INDS INC | 4.3K | $1.7M | $2.1M | 2.60% | -14,580 | 2026-03-31 |
| 14 | ATAI | ATAIBECKLEY INC | 305.8K | $1.1M | $2.2M | 2.76% | -- | 2026-03-31 |
| 15 | ATAI | ATAIBECKLEY INC | 305.8K | $1.1M | $2.2M | 2.76% | -- | 2026-03-31 |
| 16 | MNTSW | MOMENTUS INC | 500.0K | $10K | $5K | 0.01% | -- | 2026-03-31 |
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