What Makes Axon Enterprise (AXON) a Lucrative Investment?
Baron Capital, an investment Management Company, released its fourth quarter 2025 investor letter for its “Baron Opportunity Fund”. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Broadwood Capital Neal C. Bradsher | 693,504 | $393,861,727 | 23.14% | |
| 2. | Strategy Capital Hamilton Helmer | 386,742 | $219,642,384 | -11% | 16.2% |
| 3. | Zevenbergen Capital Investments Nancy Zevenbergen | 338,666 | $192,338,581 | -9% | 4.28% |
| 4. | 238,500 | $135,451,305 | +17% | 0.02% | |
| 5. | Citadel Investment Group Ken Griffin | 215,257 | $122,250,908 | +151% | 0.02% |
| 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. | 9,367,224 | $5,319,927,526 | 0.08% | |
| 2. | 8,240,337 | $4,679,934,692 | 0.08% | |
| 3. | 3,550,357 | $2,016,354,251 | 0.07% | |
| 4. | 2,574,185 | $1,461,956,487 | 0.07% | |
| 5. | 2,226,159 | $1,265,657,413 | 0.08% |