Axon Capital as of March 31, 2018
Portfolio Holdings for Axon Capital
Axon Capital holds 11 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Allergan | 16.7 | $18M | 105k | 168.29 | |
| Centene Corporation (CNC) | 13.4 | $14M | 133k | 106.87 | |
| Time Warner | 11.1 | $12M | 124k | 94.58 | |
| Facebook Inc cl a (META) | 11.1 | $12M | 73k | 159.80 | |
| McKesson Corporation (MCK) | 10.2 | $11M | 76k | 140.87 | |
| Stars Group | 9.8 | $10M | 375k | 27.57 | |
| Playa Hotels & Resorts Nv (PLYA) | 9.3 | $9.9M | 965k | 10.22 | |
| Alphabet Inc Class C cs (GOOG) | 8.5 | $9.0M | 8.8k | 1031.83 | |
| Equifax (EFX) | 5.9 | $6.2M | 53k | 117.81 | |
| Baozun (BZUN) | 2.6 | $2.8M | 61k | 45.89 | |
| Alphabet Inc Class A cs (GOOGL) | 1.5 | $1.6M | 1.5k | 1037.33 |
