TimesSquare Capital Management, LLC
Position in AXON — Axon Enterprise, Inc.
CIK 1313816
NEW YORK, NY
Position in AXON
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$115,806,889
+$28,371,288 QoQ
Shares Held
206,573
+0.3% QoQ
Ownership
0.254%
of shares outstanding
% of Portfolio
1.73%
of 13F equity value
Holder Rank
#46
of 1,119 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in AXON Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026TimesSquare Capital Management, LLC holds $448,682,303 across 9 Aerospace & Defense names. AXON ranks #2 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CW |
Curtiss Wright Corp
|
164,528 | $124,672,737 | |
| 2 | AXON |
Axon Enterprise, Inc.
This page
|
206,573 | $115,806,889 | |
| 3 | KRMN |
Karman Holdings Inc.
|
1,328,871 | $66,337,240 | |
| 4 | LOAR |
Loar Holdings Inc.
|
798,575 | $64,373,130 | |
| 5 | EMBJ |
Embraer S.A.
|
375,178 | $23,936,356 | |
| 6 | HXL |
Hexcel Corp /De/
|
230,947 | $23,108,556 | |
| 7 | ARXS |
Arxis, Inc.
|
280,121 | $12,924,782 | |
| 8 | HAWK |
HawkEye 360, Inc.
|
514,010 | $10,393,282 |
All Filings in AXON
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,806,889 | 206,573 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $87,435,601 | 205,881 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $94,009,452 | 165,530 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $88,487,882 | 123,304 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $106,567,469 | 128,714 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $64,297,387 | 122,250 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $33,240,317 | 55,930 | Shares | Sole | 2025-02-03 | |
| 2024-06-30 | $10,592 | 36 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,727,723 | 5,522 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $3,771,618 | 14,600 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $8,556,570 | 43,000 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $5,519,944 | 28,290 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,710,025 | 16,500 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,646,040 | 28,000 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,500,600 | 64,800 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $6,363,511 | 68,300 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $9,668,646 | 70,200 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $23,047,600 | 146,800 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $31,188,564 | 178,200 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $48,620,000 | 275,000 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $37,627,364 | 264,200 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $62,635,007 | 511,181 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $63,037,951 | 695,016 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $34,615,357 | 352,750 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $28,085,074 | 396,850 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||