Skye Global Management’s Axon Enterprise AXON Stock Holding History

Skye Global 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
2025 Q4	–	Sell	-6,300	Closed	-$4.52M	–	50
2025 Q3	$4.52M	Hold	6,300	–	–	0.09%	50
2025 Q2	$5.22M	Sell	6,300 -100	-2%	-$68K	0.11%	46
2025 Q1	$3.37M	Buy	6,400 +3,200	+100%	+$1.87M	0.09%	41
2024 Q4	$1.9M	Buy	+3,200	New	+$1.74M	0.04%	43
2022 Q1	–	Sell	-26,000	Closed	-$4.08M	–	34
2021 Q4	$4.08M	Buy	26,000 +17,400	+202%	+$2.92M	0.07%	36
2021 Q3	$1.5M	Sell	8,600 -37,800	-81%	-$6.87M	0.03%	53
2021 Q2	$8.2M	Sell	46,400 -45,600	-50%	-$6.71M	0.15%	28
2021 Q1	$13.1M	Sell	92,000 -132,000	-59%	-$20.6M	0.26%	30
2020 Q4	$27.4M	Buy	224,000 +78,500	+54%	+$9M	0.67%	24
2020 Q3	$13.2M	Buy	145,500 +89,500	+160%	+$7.79M	0.35%	31
2020 Q2	$5.5M	Sell	56,000 -130,000	-70%	-$10.5M	0.22%	33
2020 Q1	$13.2M	Buy	186,000 +31,000	+20%	+$2.32M	1.05%	16
2019 Q4	$11.4M	Buy	+155,000	New	+$9.81M	1.18%	15

Other funds holding AXON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Baillie Gifford & Co

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

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Wellington Management Group

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Edgewood Management

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