TPG-Axon Management

Axon Capital as of Dec. 31, 2017

Portfolio Holdings for Axon Capital

Axon Capital holds 11 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Allergan 17.1 $14M 87k 163.58
Time Warner 16.0 $13M 144k 91.47
Stars Group 12.7 $10M 449k 23.27
Equifax (EFX) 11.9 $9.8M 83k 117.93
Centene Corporation (CNC) 10.3 $8.5M 84k 100.88
McKesson Corporation (MCK) 8.9 $7.3M 47k 155.95
Playa Hotels & Resorts Nv (PLYA) 7.4 $6.1M 565k 10.79
Alphabet Inc Class C cs (GOOG) 7.3 $6.0M 5.8k 1046.37
Facebook Inc cl a (META) 3.6 $3.0M 17k 176.47
CBS Corporation 2.9 $2.4M 41k 59.00
Alphabet Inc Class A cs (GOOGL) 1.9 $1.6M 1.5k 1053.33