Axon Capital as of June 30, 2018
Portfolio Holdings for Axon Capital
Axon Capital holds 11 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Allergan | 14.3 | $11M | 67k | 166.72 | |
| Centene Corporation (CNC) | 14.0 | $11M | 88k | 123.21 | |
| Stars Group | 13.2 | $10M | 283k | 36.30 | |
| Playa Hotels & Resorts Nv (PLYA) | 12.9 | $10M | 927k | 10.80 | |
| McKesson Corporation (MCK) | 10.4 | $8.1M | 61k | 133.41 | |
| Facebook Inc cl a (META) | 9.5 | $7.4M | 38k | 194.33 | |
| Alphabet Inc Class C cs (GOOG) | 9.1 | $7.1M | 6.4k | 1115.58 | |
| Equifax (EFX) | 8.5 | $6.6M | 53k | 125.10 | |
| Tyson Foods (TSN) | 3.2 | $2.5M | 37k | 68.85 | |
| HDFC Bank (HDB) | 2.6 | $2.0M | 20k | 105.03 | |
| Baozun (BZUN) | 2.2 | $1.7M | 31k | 54.70 |
