Hudson Way Capital Management LLC

Position in AXON — Axon Enterprise, Inc.

CIK 1697597 DALLAS, TX

Position in AXON

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$34,771,493

-$17,512,142 QoQ

Shares Held

81,875

-11.1% QoQ

Ownership

0.102%

of shares outstanding

% of Portfolio

3.32%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

Hudson Way Capital Management LLC holds $135,280,232 across 3 Aerospace & Defense names. AXON ranks #3 (25.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TDG	TransDigm Group INC	49,367	$57,214,378
2	WWD	Woodward, Inc.	120,961	$43,294,361
3	AXON	Axon Enterprise, Inc. This page	81,875	$34,771,493

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$34,771,493	81,875	-11.1%	Shares	Sole	2026-05-15
2025-12-31	$52,283,635	92,060	+92.6%	Shares	Sole	2026-02-17
2025-09-30	$34,296,015	47,790	+44.3%	Shares	Sole	2025-11-14
2025-06-30	$27,411,437	33,108	-42.2%	Shares	Sole	2025-08-14
2025-03-31	$30,107,481	57,244	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.