account_balance
Investment manager · 13F filer · SEC CIK 1508755
Axon Capital LP
Reported value$39.2Mas of Sep 30, 2026
Positions6 1 new, 4 sold out
Top 10 weight100.0%AMZN alone is 23%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 6 stocks.
AMZNAmazon.com Inc
23.5%Trimmed −37%
TSMTaiwan Semiconductor Manufacturing Co Ltd
22.6%Added +3%
NVDANVIDIA Corp
21.5%Trimmed −12%
METAMeta Platforms, Inc.
14.6%Trimmed −28%
GOOGLAlphabet Inc.
11.7%Trimmed −37%
VSTSVestis Corp
6.2%New
AMZNAmazon.com Inc
23.5%Trimmed −37%
TSMTaiwan Semiconductor Manufacturing Co Ltd
22.6%Added +3%
NVDANVIDIA Corp
21.5%−12%
METAMeta Platforms, Inc.
14.6%Trimmed −28%
GOOGLAlphabet Inc.
11.7%−37%
VSTSBox size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed
Biggest moves since Jun 30, 2026
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