Axon Enterprise, Inc.
DE ˙ DB ˙ US05464C1018
419,20 € ↑10,80 (2,64%)
2026-06-05
DEL PRIS
SecurityDE:TCS / Axon Enterprise, Inc.
InstitutionSands Capital Management, Llc
Latest Disclosed Ownership1,564,504 shares
Latest Disclosed Value $ 664,429,204
Sands Capital Management, Llc reports 2.79% decrease in ownership of TCS / Axon Enterprise, Inc.

On May 8, 2026 - Sands Capital Management, Llc filed a 13F-HR form disclosing ownership of 1,564,504 shares of Axon Enterprise, Inc. (DE:TCS) valued at $567,758,502 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,609,436 shares of Axon Enterprise, Inc.. This represents a change in shares of -2.79% during the quarter. The current value of the position is $655,840,077 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-08 2026-03-31 13F AXON ENTERPRISE COM 05464C101 1,564,504 -44,932 -2.79 664,429 -27.31 2.6070
2026-02-13 2025-12-31 13F AXON ENTERPRISE COM 05464C101 1,609,436 167,095 11.58 914,047 -11.69 2.7804
2025-11-13 2025-09-30 13F AXON ENTERPRISE COM 05464C101 1,442,341 -168,954 -10.49 1,035,082 -22.41 2.8555
2025-08-13 2025-06-30 13F AXON ENTERPRISE COM 05464C101 1,611,295 -288,527 -15.19 1,334,056 33.51 3.8300
2025-05-14 2025-03-31 13F AXON ENTERPRISE COM 05464C101 1,899,822 -77,414 -3.92 999,211 -14.97 3.3993
2025-02-13 2024-12-31 13F AXON ENTERPRISE COM 05464C101 1,977,236 -133,107 -6.31 1,175,111 39.35 3.4771
2024-11-13 2024-09-30 13F AXON ENTERPRISE COM 05464C101 2,110,343 -449,349 -17.55 843,293 11.97 2.5595
2024-08-13 2024-06-30 13F AXON ENTERPRISE COM 05464C101 2,559,692 29,598 1.17 753,164 -4.86 2.2131
2024-05-14 2024-03-31 13F AXON ENTERPRISE COM 05464C101 2,530,094 -98,558 -3.75 791,616 16.58 2.2142
2024-02-13 2023-12-31 13F AXON ENTERPRISE COM 05464C101 2,628,652 16,347 0.63 679,060 30.63 2.0640
2023-11-14 2023-09-30 13F AXON ENTERPRISE COM 05464C101 2,612,305 619,179 31.07 519,823 33.67 1.7693
2023-08-15 2023-06-30 13F AXON ENTERPRISE COM 05464C101 1,993,126 1,004,556 101.62 388,899 74.96 1.2075
2023-05-12 2023-03-31 13F AXON ENTERPRISE COM 05464C101 988,570 988,570 222,280 0.7323
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.