SEC 13F Intelligence

Nzs Capital, LLC / AXON

Nzs Capital, LLC’s Axon Enterprise Inc Position

Does Nzs Capital, LLC own Axon Enterprise Inc (AXON)? Yes — 74.1K shares worth $31M (+1.05% of its 13F portfolio) as of Q1 2026, up from 54.7K shares the prior filed quarter.

Position Value
$31M
Q1 2026
Shares
74.1K
% of Portfolio
+1.05%
Quarters Held
12
currently held

Position History AXON

Reported value by quarter
Q2 ’23: $11MQ2 ’23Q3 ’23: $12MQ4 ’23: $23MQ4 ’23Q1 ’24: $26MQ2 ’24: $25MQ2 ’24Q3 ’24: $34MQ4 ’24: $23MQ4 ’24Q1 ’25: $25MQ2 ’25: $22MQ2 ’25Q3 ’25: $20MQ4 ’25: $31MQ4 ’25Q1 ’26: $31Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202674.1K$31M+1.05%
Q4 202554.7K$31M+0.95%
Q3 202528.4K$20M+0.62%
Q2 202526.7K$22M+0.75%
Q1 202548.4K$25M+1.15%
Q4 202438.3K$23M+0.97%
Q3 202486.1K$34M+1.34%
Q2 202484.4K$25M+1.02%
Q1 202483.1K$26M+1.08%
Q4 202389.7K$23M+1.22%
Q3 202357.9K$12M+0.62%
Q2 202354.1K$11M+0.53%

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