MARSICO CAPITAL MANAGEMENT LLC

Position in AXON — Axon Enterprise, Inc.

CIK 1055966 DENVER, CO

Position in AXON

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$22,077,943

+$17,836,938 QoQ

Shares Held

39,382

-13.5% QoQ

Ownership

0.048%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

#149

of 1,113 holders

Holding Since

Mar 2021

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

MARSICO CAPITAL MANAGEMENT LLC holds $442,901,982 across 6 Aerospace & Defense names. AXON ranks #6 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	558,948	$208,895,636
2	BA	Boeing Co	523,760	$113,378,327
3	AIR	Aar Corp	253,981	$36,301,504
4	VSEC	Vse Corp	136,807	$31,260,399
5	HEI	Heico Corp	86,999	$30,988,173
6	AXON	Axon Enterprise, Inc. This page	39,382	$22,077,943

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,077,943	39,382	-13.5%	Shares	Sole	2026-08-13
2022-06-30	$4,241,005	45,519	0.0%	Shares	Sole	2022-08-12
2022-03-31	$6,269,331	45,519	0.0%	Shares	Sole	2022-05-13
2021-12-31	$7,146,483	45,519	0.0%	Shares	Sole	2022-02-14
2021-09-30	$7,966,735	45,519	0.0%	Shares	Sole	2021-11-12
2021-06-30	$8,047,759	45,519	+66.6%	Shares	Sole	2021-08-16
2021-03-31	$3,890,629	27,318	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.