Telemark Asset Management, LLC

Position in AXON — Axon Enterprise, Inc.

CIK 1420816 BOSTON, MA

Position in AXON

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$11,212,200

+$2,718,400 QoQ

Shares Held

20,000

0.0% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#218

of 1,113 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Telemark Asset Management, LLC holds $108,889,550 across 3 Aerospace & Defense names. AXON ranks #3 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HEI	Heico Corp	265,000	$82,105,350
2	BWXT	BWX Technologies, Inc.	80,000	$15,572,000
3	AXON	Axon Enterprise, Inc. This page	20,000	$11,212,200

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,212,200	20,000	0.0%	Shares	Sole	2026-08-10
2026-03-31	$8,493,800	20,000	0.0%	Shares	Sole	2026-05-12
2025-12-31	$11,358,600	20,000	-33.3%	Shares	Sole	2026-02-11
2025-09-30	$21,529,200	30,000	0.0%	Shares	Sole	2025-11-10
2025-06-30	$24,838,200	30,000	0.0%	Shares	Sole	2025-08-12
2025-03-31	$15,778,500	30,000	0.0%	Shares	Sole	2025-05-12
2024-12-31	$17,829,600	30,000	0.0%	Shares	Sole	2025-02-10
2024-09-30	$11,988,000	30,000	-40.0%	Shares	Sole	2024-11-12
2024-06-30	$14,712,000	50,000	0.0%	Shares	Sole	2024-08-09
2024-03-31	$15,644,000	50,000	0.0%	Shares	Sole	2024-05-10
2023-12-31	$12,916,500	50,000	+150.0%	Shares	Sole	2024-02-12
2023-09-30	$3,979,800	20,000	0.0%	Shares	Sole	2023-11-09
2023-06-30	$3,902,400	20,000	-20.0%	Shares	Sole	2023-08-10
2023-03-31	$5,621,250	25,000	-75.0%	Shares	Sole	2023-05-11
2022-12-31	$16,593,000	100,000	0.0%	Shares	Sole	2023-02-10
2022-09-30	$11,575,000	100,000	+42.9%	Shares	Sole	2022-11-10
2022-06-30	$6,521,900	70,000	-53.3%	Shares	Sole	2022-08-11
2022-03-31	$20,659,500	150,000	-16.7%	Shares	Sole	2022-05-11
2021-12-31	$28,260,000	180,000	+5.9%	Shares	Sole	2022-02-10
2021-09-30	$29,753,400	170,000	0.0%	Shares	Sole	2021-11-12
2021-06-30	$30,056,000	170,000	-20.9%	Shares	Sole	2021-08-10
2021-03-31	$30,620,300	215,000	+7.5%	Shares	Sole	2021-05-12
2020-12-31	$24,506,000	200,000	+33.3%	Shares	Sole	2021-02-11
2020-09-30	$13,605,000	150,000	0.0%	Shares	Sole	2020-11-12
2020-06-30	$14,719,500	150,000	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.