Axon Capital as of Sept. 30, 2017
Portfolio Holdings for Axon Capital
Axon Capital holds 13 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Allergan | 24.9 | $30M | 146k | 204.95 | |
| Stars Group | 12.4 | $15M | 727k | 20.45 | |
| Equifax (EFX) | 11.7 | $14M | 132k | 106.15 | |
| Shire | 11.6 | $14M | 91k | 153.14 | |
| McKesson Corporation (MCK) | 11.0 | $13M | 86k | 153.61 | |
| Centene Corporation (CNC) | 6.0 | $7.1M | 74k | 96.78 | |
| Advance Auto Parts (AAP) | 5.0 | $6.0M | 60k | 99.20 | |
| Playa Hotels & Resorts Nv (PLYA) | 4.9 | $5.9M | 565k | 10.43 | |
| Alphabet Inc Class C cs (GOOG) | 4.6 | $5.5M | 5.8k | 959.17 | |
| Facebook Inc cl a (META) | 2.4 | $2.9M | 17k | 170.88 | |
| Aetna | 2.3 | $2.8M | 18k | 159.03 | |
| Ionis Pharmaceuticals (IONS) | 2.1 | $2.5M | 50k | 50.71 | |
| Alphabet Inc Class A cs (GOOGL) | 1.2 | $1.5M | 1.5k | 974.00 |
