SANDLER CAPITAL MANAGEMENT

Position in AXON — Axon Enterprise, Inc.

CIK 1000742 NEW YORK, NY

Position in AXON

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$695,156

+$385,133 QoQ

Shares Held

1,240

+69.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#624

of 1,119 holders

Holding Since

Dec 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

SANDLER CAPITAL MANAGEMENT holds $7,750,420 across 7 Aerospace & Defense names. AXON ranks #5 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	12,031	$2,282,641
2	WWD	Woodward, Inc.	3,810	$1,620,926
3	LHX	L3harris Technologies, Inc. /De/	4,858	$1,411,686
4	GE	General Electric Co	2,034	$760,166
5	AXON	Axon Enterprise, Inc. This page	1,240	$695,156
6	CW	Curtiss Wright Corp	687	$520,581
7	KRMN	Karman Holdings Inc.	9,200	$459,264

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$695,156	1,240	+69.9%	Shares	Sole	2026-08-14
2026-03-31	$310,023	730	-75.1%	Shares	Sole	2026-05-15
2025-12-31	$1,664,034	2,930	+13.9%	Shares	Sole	2026-02-17
2025-09-30	$1,846,487	2,573	+458.1%	Shares	Sole	2025-11-14
2025-06-30	$381,680	461	-84.0%	Shares	Sole	2025-08-14
2025-03-31	$1,514,736	2,880	-63.1%	Shares	Sole	2025-05-15
2024-12-31	$4,639,261	7,806	-64.8%	Shares	Sole	2025-02-14
2024-09-30	$8,855,935	22,162	+16.6%	Shares	Sole	2024-11-14
2024-06-30	$5,592,031	19,005	-55.4%	Shares	Sole	2024-08-14
2024-03-31	$13,320,866	42,575	-57.0%	Shares	Sole	2024-05-15
2023-12-31	$25,598,694	99,093	+71.7%	Shares	Sole	2024-02-14
2023-09-30	$11,485,702	57,720	+76.3%	Shares	Sole	2023-11-14
2021-09-30	$5,729,629	32,737	-50.9%	Shares	Sole	2021-11-15
2021-06-30	$11,797,333	66,727	-38.8%	Shares	Sole	2021-08-16
2021-03-31	$15,523,780	109,000	+211.4%	Shares	Sole	2021-05-17
2020-12-31	$4,288,550	35,000	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.