SEC 13F Intelligence

Dilation Capital Management LP / AXON

Dilation Capital Management LP’s Axon Enterprise Inc Position

Does Dilation Capital Management LP own Axon Enterprise Inc (AXON)? Not currently — the last reported position was 7.6K shares worth $5M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q3 2025
Shares
7.6K
% of Portfolio
+2.70%
Quarters Held
2
position exited

Position History AXON

Reported value by quarter
Q2 ’25: $4MQ2 ’25Q3 ’25: $5MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20257.6K$5M+2.70%
Q2 20254.6K$4M+2.03%

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