Munro Partners’s Axon Enterprise AXON Stock Holding History

Munro Partners’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 Q3	$8.16M	Buy	+19,313	New	+$10.4M	0.19%	52
2026 Q1	–	Sell	-97,662	Closed	-$55.5M	–	61
2025 Q4	$55.5M	Sell	97,662 -31,780	-25%	-$19.7M	1.44%	27
2025 Q3	$92.9M	Buy	129,442 +53,820	+71%	+$40.8M	2.52%	17
2025 Q2	$62.6M	Sell	75,622 -13,480	-15%	-$9.17M	1.95%	24
2025 Q1	$46.9M	Buy	89,102 +15,005	+20%	+$8.78M	2.19%	22
2024 Q4	$44M	Sell	74,097 -15,005	-17%	-$8.16M	1.46%	28
2024 Q3	$35.6M	Buy	89,102 +87,952	+7,648%	+$30.3M	1.3%	28
2024 Q2	$338K	Sell	1,150 -63,435	-98%	-$18.9M	0.01%	50
2024 Q1	$20.2M	Buy	+64,585	New	+$17.9M	0.72%	30

Other funds holding AXON

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Munro Partners's AXON Position: Q3 2026 in Review

Munro Partners opened a new position in Axon Enterprise (AXON) in Q3 2026: 19,313 shares worth $8.16M. The stake represents 0.19% of the portfolio and ranks #52 among its holdings. This is a return to the name: Munro Partners previously reported a position in AXON as recently as Q4 2025.

Munro Partners first reported a position in AXON in Q1 2024 and has held it in 9 quarters since. The position peaked at $92.9M in Q3 2025. 916 funds tracked by Wall St. Rank hold AXON as of Q3 2026.

Munro Partners held 19,313 shares of Axon Enterprise worth $8.16M as of Q3 2026.
Axon Enterprise was a new Munro Partners position in Q3 2026.
Axon Enterprise made up 0.19% of Munro Partners's portfolio in Q3 2026, its #52 holding.
Munro Partners first reported a position in Axon Enterprise in Q1 2024 and has held it in 9 quarters since.
Munro Partners's Axon Enterprise position peaked at $92.9M in Q3 2025.
916 funds tracked by Wall St. Rank held Axon Enterprise as of Q3 2026.

Based on Munro Partners's 13F filing for Q3 2026, filed 10 Nov 2026.