SEC 13F Intelligence

Sands Capital Management, LLC / AXON

Sands Capital Management, LLC’s Axon Enterprise Inc Position

Does Sands Capital Management, LLC own Axon Enterprise Inc (AXON)? Yes1.56M shares worth $664M (+2.61% of its 13F portfolio) as of Q1 2026, down from 1.61M shares the prior filed quarter.

Position Value
$664M
Q1 2026
Shares
1.56M
% of Portfolio
+2.61%
Quarters Held
13
currently held

Position History AXON

Reported value by quarter
Q1 ’23: $222MQ1 ’23Q2 ’23: $389MQ3 ’23: $520MQ3 ’23Q4 ’23: $679MQ1 ’24: $792MQ1 ’24Q2 ’24: $753MQ3 ’24: $843MQ3 ’24Q4 ’24: $1.2BQ1 ’25: $999MQ1 ’25Q2 ’25: $1.3BQ3 ’25: $1.0BQ3 ’25Q4 ’25: $914MQ1 ’26: $664MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.56M$664M+2.61%
Q4 20251.61M$914M+2.78%
Q3 20251.44M$1.0B+2.86%
Q2 20251.61M$1.3B+3.83%
Q1 20251.90M$999M+3.40%
Q4 20241.98M$1.2B+3.48%
Q3 20242.11M$843M+2.56%
Q2 20242.56M$753M+2.21%
Q1 20242.53M$792M+2.21%
Q4 20232.63M$679M+2.06%
Q3 20232.61M$520M+1.77%
Q2 20231.99M$389M+1.21%
Q1 2023988.6K$222M+0.73%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sands Capital Management, LLC’s full portfolio or all institutional holders of AXON.