AXON CAPITAL LP: 13F holdings
CIK 15087552026Q2
| Positions | 11 |
|---|---|
| Reported value | $73.7m |
| Filed | 2026-08-04 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AMZN AMAZON COM INC | 58,800 | $14.0m | 19.0% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 18,900 | $9.0m | 12.3% |
| NVDA NVIDIA CORPORATION | 42,200 | $8.4m | 11.5% |
| GOOGL ALPHABET INC | 21,000 | $7.5m | 10.2% |
| META META PLATFORMS INC | 10,900 | $6.1m | 8.3% |
| ASML HLDG NV | 2,230 | $4.4m | 6.0% |
| SPORTRADAR GROUP AG | 234,100 | $3.5m | 4.8% |
| ATAIBECKLEY INC | 152,904 | $805,804 | 1.1% |
| MOMENTUS INC | 500,000 | $8,750 | 0.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1508755")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.