PRIMECAP MANAGEMENT CO/CA/

Position in AXON — Axon Enterprise, Inc.

CIK 763212 PASADENA, CA

Position in AXON

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$75,020,830

+$69,924,550 QoQ

Shares Held

133,820

+1015.2% QoQ

Ownership

0.165%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#70

of 1,119 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

PRIMECAP MANAGEMENT CO/CA/ holds $2,086,966,030 across 12 Aerospace & Defense names. AXON ranks #8 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TDG	TransDigm Group INC	410,217	$546,425,452
2	CW	Curtiss Wright Corp	514,815	$390,106,214
3	SPCX	Space Exploration Technologies Corp	1,407,762	$240,530,215
4	BA	Boeing Co	1,039,910	$225,109,317
5	MOG-A	Moog Inc.	428,460	$181,598,486
6	GD	General Dynamics Corp	388,450	$137,604,528
7	TXT	Textron Inc	1,217,960	$111,723,470
8	AXON	Axon Enterprise, Inc. This page	133,820	$75,020,830

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$75,020,830	133,820	+1015.2%	Shares	Sole	2026-08-14
2026-03-31	$5,096,280	12,000	-0.8%	Shares	Sole	2026-05-11
2025-12-31	$6,871,953	12,100	-8.3%	Shares	Sole	2026-02-11
2025-09-30	$9,472,848	13,200	-25.0%	Shares	Sole	2025-11-12
2025-06-30	$14,571,744	17,600	-44.7%	Shares	Sole	2025-08-11
2025-03-31	$16,725,210	31,800	-31.6%	Shares	Sole	2025-05-09
2024-12-31	$27,635,880	46,500	-39.3%	Shares	Sole	2025-02-10
2024-09-30	$30,609,360	76,600	-16.5%	Shares	Sole	2024-11-08
2024-06-30	$26,981,808	91,700	-4.0%	Shares	Sole	2024-08-09
2024-03-31	$29,880,040	95,500	-9.0%	Shares	Sole	2024-05-14
2023-12-31	$27,124,650	105,000	-10.9%	Shares	Sole	2024-02-09
2023-09-30	$23,441,022	117,800	0.0%	Shares	Sole	2023-11-13
2023-06-30	$22,985,136	117,800	-0.4%	Shares	Sole	2023-08-11
2023-03-31	$26,599,755	118,300	-16.1%	Shares	Sole	2023-05-15
2022-12-31	$23,396,130	141,000	-27.8%	Shares	Sole	2023-02-13
2022-09-30	$22,594,400	195,200	-6.1%	Shares	Sole	2022-11-14
2022-06-30	$19,360,726	207,800	-3.4%	Shares	Sole	2022-08-11
2022-03-31	$29,639,496	215,200	-2.3%	Shares	Sole	2022-05-11
2021-12-31	$34,587,100	220,300	-14.0%	Shares	Sole	2022-02-11
2021-09-30	$44,840,124	256,200	-2.2%	Shares	Sole	2021-11-12
2021-06-30	$46,321,600	262,000	-3.6%	Shares	Sole	2021-08-10
2021-03-31	$38,695,514	271,700	-10.2%	Shares	Sole	2021-05-14
2020-12-31	$37,065,325	302,500	-8.3%	Shares	Sole	2021-02-08
2020-09-30	$29,931,000	330,000	-3.2%	Shares	Sole	2020-11-13
2020-06-30	$33,462,330	341,000	-13.0%	Shares	Sole	2020-08-13
2020-03-31	$27,741,840	392,000	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.