SEC 13F Intelligence

Deepwater Asset Management, LLC / AXON

Deepwater Asset Management, LLC’s Axon Enterprise Inc Position

Does Deepwater Asset Management, LLC own Axon Enterprise Inc (AXON)? Yes9.1K shares worth $4M (+2.44% of its 13F portfolio) as of Q1 2026, up from 8.8K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
9.1K
% of Portfolio
+2.44%
Quarters Held
2
currently held

Position History AXON

Reported value by quarter
Q4 ’25: $5MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.1K$4M+2.44%
Q4 20258.8K$5M+1.45%

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