SEC 13F Intelligence

Axon Capital LP / CNC

Axon Capital LP’s Centene Corp Del Position

Does Axon Capital LP own Centene Corp Del (CNC)? Not currently — the last reported position was 38.6K shares worth $2M in Q3 2019; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q3 2019
Shares
38.6K
% of Portfolio
+4.46%
Quarters Held
4
position exited

Position History CNC

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $8MQ1 ’19Q2 ’19: $2MQ2 ’19Q3 ’19: $2MQ3 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q3 201938.6K$2M+4.46%
Q2 201938.6K$2M+4.23%
Q1 2019157.3K$8M+17.54%
Q4 201855.4K$6M+14.77%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Axon Capital LP’s full portfolio or all institutional holders of CNC.