AXON CAPITAL LP — 13F holdings

AXON CAPITAL LP reported 11 holdings worth $73.7M in its 13F filing for Q2 2026, filed August 4, 2026.

Largest positions

1. AMZN AMAZON COM INC — $14.0M (19.0%)
2. DKNG DRAFTKINGS INC NEW — $10.8M (14.6%)
3. TSM TAIWAN SEMICONDUCTOR MFG LTD — $9.03M (12.3%)
4. FLUT FLUTTER ENTMT PLC — $8.99M (12.2%)
5. NVDA NVIDIA CORPORATION — $8.44M (11.5%)
6. GOOGL ALPHABET INC — $7.50M (10.2%)
7. META META PLATFORMS INC — $6.14M (8.3%)
8. ASML ASML HOLDING N V — $4.44M (6.0%)
9. SRAD SPORTRADAR GROUP AG — $3.50M (4.8%)
10. ATAI AtaiBeckley Inc — $806K (1.1%)