Axon Enterprise, Inc.
MX ˙ BMV ˙ US05464C1018
SecurityMX:AXON / Axon Enterprise, Inc.
InstitutionNZS Capital, LLC
Latest Disclosed Ownership74,069 shares
Latest Disclosed Value $ 31,456,364
NZS Capital, LLC reports 35.32% increase in ownership of AXON / Axon Enterprise, Inc.

On May 15, 2026 - NZS Capital, LLC filed a 13F-HR form disclosing ownership of 74,069 shares of Axon Enterprise, Inc. (MX:AXON) valued at $31,456,364 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 54,737 shares of Axon Enterprise, Inc.. This represents a change in shares of 35.32% during the quarter.

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.

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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)
2026-05-15 2026-03-31 13F AXON ENTERPRISE COM 05464C101 74,069 19,332 35.32 31,456 1.19 1.0492
2026-02-12 2025-12-31 13F AXON ENTERPRISE COM 05464C101 54,737 26,362 92.91 31,087 52.66 0.9535
2025-11-12 2025-09-30 13F AXON ENTERPRISE COM 05464C101 28,375 1,652 6.18 20,363 -7.96 0.6236
2025-08-13 2025-06-30 13F AXON ENTERPRISE COM 05464C101 26,723 -21,638 -44.74 22,125 -13.01 0.7519
2025-05-14 2025-03-31 13F AXON ENTERPRISE COM 05464C101 48,361 10,094 26.38 25,435 11.84 1.1469
2025-02-14 2024-12-31 13F AXON ENTERPRISE COM 05464C101 38,267 -47,806 -55.54 22,743 -33.88 0.9679
2024-11-14 2024-09-30 13F AXON ENTERPRISE COM 05464C101 86,073 1,659 1.97 34,395 38.48 1.3409
2024-08-14 2024-06-30 13F AXON ENTERPRISE COM 05464C101 84,414 1,282 1.54 24,838 -4.51 1.0186
2024-05-15 2024-03-31 13F AXON ENTERPRISE COM 05464C101 83,132 -6,537 -7.29 26,010 12.29 1.0794
2024-02-14 2023-12-31 13F AXON ENTERPRISE COM 05464C101 89,669 31,755 54.83 23,164 101.01 1.2202
2023-11-14 2023-09-30 13F AXON ENTERPRISE COM 05464C101 57,914 3,771 6.96 11,524 9.09 0.6206
2023-08-11 2023-06-30 13F AXON ENTERPRISE COM 05464C101 54,143 54,143 10,564 0.5285
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.