NZS Capital Added Axogen (AXGN) as an Optionality Position
NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Polar Capital Brian Ashford-Russell And Tim Woolley | 1,500,822 | $69,322,968 | 0.16% | |
| 2. | Citadel Investment Group Ken Griffin | 1,360,831 | $62,856,784 | +456% | 0.01% |
| 3. | Hood River Capital Management David Swank | 1,067,072 | $49,288,056 | 0.36% | |
| 4. | Armistice Capital Steven Boyd | 775,000 | $35,797,250 | -18% | 0.44% |
| 5. | BAMCO Inc. Ron Baron | 740,210 | $34,190,300 | +15% | 0.05% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $10.50 | 2,525 | $26,512.50 | 25,082 | 2024-08-08 | Filing | |
| $6.22 | 10,000 | $62,240.00 | 80,342 | 2023-09-06 | Filing | |
| $6.56 | 10,000 | $65,600.00 | 10,000 | 2023-08-23 | Filing | |
| $6.11 | 10,000 | $61,100.00 | 68,259 | 2023-08-16 | Filing | |
| $14.10 | 14,170 | $199,797.00 | 15,535 | 2019-08-12 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $47.35 | 67,500 | $3,195,787.50 | 50,135 | 2026-08-10 | Filing | |
| $48.42 | 13,353 | $646,592.32 | 107,976 | 2026-08-11 | Filing | |
| $45.30 | 14,150 | $640,966.70 | 0 | 2026-08-07 | Filing | |
| $42.60 | 1,647 | $70,162.20 | 93,826 | 2026-05-08 | Filing | |
| $43.26 | 11,050 | $477,967.75 | 0 | 2026-05-07 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,419,208 | $204,123,219 | 0% | |
| 2. | 2,748,361 | $126,946,795 | 7.72% | |
| 3. | 2,747,924 | $126,926,611 | 0.01% | |
| 4. | 2,257,948 | $104,294,618 | 0% | |
| 5. | 1,396,792 | $64,517,822 | 0.57% |