Philippe Laffont
AXON

Philippe Laffont’s Axon Enterprise AXON Stock Holding History

Philippe Laffont’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 		– Sell
-155,387
Closed -$88.2M – 66
2025
Q4 		$88.2M Buy
+155,387
New +$96.4M 0.22% 38
2018
Q3 		– Sell
-1,241,636
Closed -$78.4M – 113
2018
Q2 		$78.4M Buy
+1,241,636
New +$67.2M 0.66% 21

Other funds holding AXON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Philippe Laffont's AXON Position: Q1 2026 in Review

Philippe Laffont sold out of Axon Enterprise (AXON) in Q1 2026, closing a stake of 155,387 shares — an estimated $88.2M sold.

Philippe Laffont first reported a position in AXON in Q2 2018 and held it in 2 quarters. The position peaked at $88.2M in Q4 2025. 1,048 funds tracked by Wall St. Rank hold AXON as of Q1 2026.

  • Philippe Laffont reported no remaining Axon Enterprise position as of Q1 2026 after selling out during the quarter.
  • Philippe Laffont sold 155,387 Axon Enterprise shares in Q1 2026, an estimated $88.2M.
  • Philippe Laffont first reported a position in Axon Enterprise in Q2 2018 and held it in 2 quarters.
  • Philippe Laffont's Axon Enterprise position peaked at $88.2M in Q4 2025.
  • 1,048 funds tracked by Wall St. Rank held Axon Enterprise as of Q1 2026.

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