Atreides Management’s Axon Enterprise AXON Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$43.3M	Sell	52,254 -10,647	-17%	-$8.82M	1.2%	29
2025 Q1	$33.1M	Buy	+62,901	New	+$33.1M	1%	25