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. | Aubrey Capital Management Andrew Dalrymple And Barry Mccorkell | 98,700 | $4,559,739 | +14% | 2.86% |
| 2. | RiverPark Advisors Mitch Rubin | 6,216 | $287,117 | +10% | 0.13% |
| 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 |
|---|---|---|---|---|---|---|
| $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 | |
| $44.09 | 16,344 | $720,623.30 | 0 | 2026-05-07 | Filing | |
| $43.44 | 4,000 | $173,761.20 | 72,451 | 2026-05-07 | Filing | |
| $43.67 | 573 | $25,022.91 | 65,146 | 2026-05-07 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,396,792 | $64,517,822 | 0.57% | |
| 2. | 1,295,949 | $59,859,884 | 0.39% | |
| 3. | 1,043,650 | $48,206,194 | 0.06% | |
| 4. | 464,863 | $21,472,022 | 1.69% | |
| 5. | 258,905 | $11,958,822 | 0.13% |