Granahan Investment Management, LLC
Position in AXON — Axon Enterprise, Inc.
CIK 1026710
WALTHAM, MA
Position in AXON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$54,283,305
+$15,767,320 QoQ
Shares Held
96,829
+6.8% QoQ
Ownership
0.119%
of shares outstanding
% of Portfolio
1.93%
of 13F equity value
Holder Rank
#81
of 1,113 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in AXON Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Granahan Investment Management, LLC holds $189,781,182 across 9 Aerospace & Defense names. AXON ranks #2 (28.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTAI |
FTAI Aviation Ltd.
|
293,722 | $79,460,612 | |
| 2 | AXON |
Axon Enterprise, Inc.
This page
|
96,829 | $54,283,305 | |
| 3 | AVAV |
AeroVironment Inc
|
86,783 | $14,325,269 | |
| 4 | YSS |
York Space Systems Inc.
|
468,190 | $11,526,837 | |
| 5 | ARXS |
Arxis, Inc.
|
241,183 | $11,128,183 | |
| 6 | KRMN |
Karman Holdings Inc.
|
144,544 | $7,215,636 | |
| 7 | BETA |
BETA Technologies, Inc.
|
422,493 | $7,076,757 | |
| 8 | BWXT |
BWX Technologies, Inc.
|
18,976 | $3,693,678 |
All Filings in AXON
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,283,305 | 96,829 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $38,515,985 | 90,692 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $43,000,252 | 75,714 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $55,581,935 | 77,451 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $69,248,073 | 83,639 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $44,354,941 | 84,333 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $96,081,931 | 161,667 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $93,898,807 | 234,982 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $72,541,635 | 246,539 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $92,363,427 | 295,204 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $101,779,436 | 393,990 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $109,166,112 | 548,601 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $102,664,339 | 526,160 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $135,723,732 | 603,619 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $118,101,673 | 711,756 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $104,849,128 | 905,824 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $91,788,475 | 985,172 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $137,509,769 | 998,401 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $164,919,865 | 1,050,445 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $190,231,863 | 1,086,915 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $196,990,383 | 1,114,199 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $136,025,199 | 955,099 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $134,598,102 | 1,098,491 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $103,005,269 | 1,135,670 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $121,105,961 | 1,234,138 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $72,683,974 | 1,027,045 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||