What Makes Axon Enterprise (AXON) a Compelling Investment Opportunity?
Investment management company Nightview Capital recently released its Q1 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Zevenbergen Capital Investments Nancy Zevenbergen | 288,211 | $122,400,330 | -15% | 3.52% |
| 2. | Bourgeon Capital John Zaro | 0 | $0 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $740.00 | 1,358 | $1,004,919.73 | 237,938 | 2025-08-13 | Filing | |
| $191.45 | 8,981 | $1,719,405.27 | 413,817 | 2023-06-23 | Filing | |
| $190.90 | 16,019 | $3,057,982.25 | 404,836 | 2023-06-23 | Filing | |
| $190.75 | 10,000 | $1,907,471.00 | 388,817 | 2023-05-25 | Filing | |
| $200.00 | 250 | $50,000.00 | 109,174 | 2023-05-17 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $490.00 | 157 | $76,930.00 | 1,159 | 2026-03-17 | Filing | |
| $506.58 | 198 | $100,302.64 | 1,946 | 2026-03-17 | Filing | |
| $549.40 | 40 | $21,976.00 | 214,921 | 2026-03-10 | Filing | |
| $547.40 | 120 | $65,687.40 | 214,961 | 2026-03-10 | Filing | |
| $546.23 | 61 | $33,320.24 | 215,081 | 2026-03-10 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 95,045 | $40,364,661 | 0.06% | |
| 2. | 64,360 | $27,333,048 | 0.29% | |
| 3. | 59,290 | $25,179,870 | 8.93% | |
| 4. | 43,881 | $18,635,822 | 0.02% | |
| 5. | 23,179 | $9,843,889 | 0.94% |