Axon Capital LP reported 11 holdings worth US$73.7M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 4, 2026
Axon Capital LP reported 11 holdings worth US$73.7M as of Jun 30, 2026. Largest: Amazon.com, Inc., Taiwan Semiconductor Manufacturing Co., Ltd. and Nvidia Corporation. Filed Aug 4, 2026 (Form 13F).
- Holdings
- 11
- Value as reported
- US$73.7M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Amazon.com, Inc. | 58,800 | US$14M | 19.0% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 18,900 | US$9.03M | 12.3% |
| Nvidia Corporation | 42,200 | US$8.44M | 11.5% |
| Alphabet Inc (google) Class C | 21,000 | US$7.5M | 10.2% |
| Meta Platforms, Inc. | 10,900 | US$6.14M | 8.3% |
| Asml Holding Nv | 2,230 | US$4.44M | 6.0% |
| Ataibeckley Inc. | 153K | US$806K | 1.1% |
| Talen Energy Corporation | 0 | US$0 | 0.00% |
| Valmont Industries, Inc. | 0 | US$0 | 0.00% |
| Vistra Corp. | 0 | US$0 | 0.00% |
| Kkr & Co. Inc. | 0 | US$0 | 0.00% |
| Rocket Companies, Inc. | 0 | US$0 | 0.00% |