Kingdon Capital Management’s Axon Enterprise AXON Stock Holding History

Kingdon Capital Management’s Portfolio AXON Stock Details AXON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.16M	Buy	14,500 +1,000	+7%	+$520K	0.68%	49
2025 Q4	$7.67M	Buy	13,500 +3,500	+35%	+$2.17M	0.91%	48
2025 Q3	$7.18M	Buy	+10,000	New	+$7.59M	0.89%	52
2020 Q3	–	Sell	-80,000	Closed	-$7.85M	–	61
2020 Q2	$7.85M	Buy	+80,000	New	+$6.47M	0.71%	35
2015 Q2	–	Sell	-621,500	Closed	-$15M	–	131
2015 Q1	$15M	Buy	621,500 +180,000	+41%	+$4.58M	0.64%	49
2014 Q4	$11.7M	Buy	+441,500	New	+$8.71M	0.51%	57

Other funds holding AXON

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Kingdon Capital Management's AXON Position: Q1 2026 in Review

Kingdon Capital Management increased its Axon Enterprise (AXON) stake by 7.4% in Q1 2026, buying an estimated $520K and bringing the position to 14,500 shares worth $6.16M. The position accounts for 0.68% of the portfolio, ranked #49.

Kingdon Capital Management first reported a position in AXON in Q4 2014 and has held it in 6 quarters since. The position peaked at $15M in Q1 2015. 1,048 funds tracked by Wall St. Rank hold AXON as of Q1 2026.

Kingdon Capital Management held 14,500 shares of Axon Enterprise worth $6.16M as of Q1 2026.
Kingdon Capital Management bought 1,000 Axon Enterprise shares in Q1 2026, an estimated $520K.
Axon Enterprise made up 0.68% of Kingdon Capital Management's portfolio in Q1 2026, its #49 holding.
Kingdon Capital Management first reported a position in Axon Enterprise in Q4 2014 and has held it in 6 quarters since.
Kingdon Capital Management's Axon Enterprise position peaked at $15M in Q1 2015.
1,048 funds tracked by Wall St. Rank held Axon Enterprise as of Q1 2026.

Based on Kingdon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.