Hood River Capital Management LLC
Position in AXON — Axon Enterprise, Inc.
CIK 1578177
PALM BEACH GARDENS, FL
Position in AXON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$60,067,679
+$16,850,376 QoQ
Shares Held
107,147
+5.3% QoQ
Ownership
0.132%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#78
of 1,119 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in AXON Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Hood River Capital Management LLC holds $730,110,956 across 11 Aerospace & Defense names. AXON ranks #6 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
3,137,727 | $156,447,068 | |
| 2 | RCAT |
Red Cat Holdings, Inc.
|
10,578,223 | $112,658,074 | |
| 3 | KRMN |
Karman Holdings Inc.
|
1,915,993 | $95,646,370 | |
| 4 | AVAV |
AeroVironment Inc
|
564,254 | $93,141,407 | |
| 5 | VSEC |
Vse Corp
|
330,182 | $75,446,587 | |
| 6 | AXON |
Axon Enterprise, Inc.
This page
|
107,147 | $60,067,679 | |
| 7 | YSS |
York Space Systems Inc.
|
1,963,942 | $48,352,252 | |
| 8 | RKLB |
Rocket Lab Corp
|
421,905 | $42,886,643 |
All Filings in AXON
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,067,679 | 107,147 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $43,217,303 | 101,762 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $42,443,112 | 74,733 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $52,575,024 | 73,261 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $60,712,012 | 73,329 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $40,633,845 | 77,258 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $153,199,055 | 257,772 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $104,833,861 | 262,347 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $66,159,864 | 224,850 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $66,869,965 | 213,724 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $51,509,452 | 199,394 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $39,553,839 | 198,773 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $40,290,914 | 206,493 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $105,131,090 | 467,561 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $93,279,042 | 562,159 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $65,171,417 | 563,036 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $39,292,211 | 421,726 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $31,221,738 | 226,688 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $32,696,192 | 208,256 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $36,892,990 | 210,793 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $38,602,865 | 218,342 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $25,511,979 | 179,132 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $13,718,284 | 151,249 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $27,061,506 | 275,772 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||