Filed: 10/27/2026ACC: 0001172661-26-004723
📋 What this filing means
AXON CAPITAL LP filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $53.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$53.92M
Total AUM (reported)
811.55K
Total Shares
Allocation by class
COM$17.66M32.7%
SPONSORED ADS$8.85M16.4%
COM CL A$8.11M15.0%
SHS$6.56M12.2%
CL A$5.73M10.6%
CAP STK CL A$4.58M8.5%
COM SHS$2.43M4.5%
Portfolio Concentration
Top 3$26.51M49.2%
4–10$27.41M50.8%
Top 3 weight
49.2%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 811.55K
Sole
Full voting authority
811.55K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole8
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings8
Rows:
AMAZON COM INC
SOLEShares36.95K
TypeSH
Market value$9.21M
17.08%
Sole
36.95K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares19.40K
TypeSH
Market value$8.85M
16.41%
Sole
19.40K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares37K
TypeSH
Market value$8.45M
15.67%
Sole
37K
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
SOLEShares427K
TypeSH
Market value$8.11M
15.05%
Sole
427K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares88K
TypeSH
Market value$6.56M
12.17%
Sole
88K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares7.90K
TypeSH
Market value$5.73M
10.63%
Sole
7.90K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares13.30K
TypeSH
Market value$4.58M
8.49%
Sole
13.30K
Shared
0.00
None
0.00
VESTIS CORPORATION
SOLEShares182K
TypeSH
Market value$2.43M
4.51%
Sole
182K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 36.95K | SH | $9.21M 17.08% | 36.95K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 19.40K | SH | $8.85M 16.41% | 19.40K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 37K | SH | $8.45M 15.67% | 37K | 0.00 | 0.00 |
DRAFTKINGS INC NEWSOLE | COM CL A | 427K | SH | $8.11M 15.05% | 427K | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 88K | SH | $6.56M 12.17% | 88K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 7.90K | SH | $5.73M 10.63% | 7.90K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 13.30K | SH | $4.58M 8.49% | 13.30K | 0.00 | 0.00 |
VESTIS CORPORATIONSOLE | COM SHS | 182K | SH | $2.43M 4.51% | 182K | 0.00 | 0.00 |