Axon Capital as of Sept. 30, 2018
Portfolio Holdings for Axon Capital
Axon Capital holds 13 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Stars Group | 14.4 | $9.5M | 381k | 24.90 | |
| Playa Hotels & Resorts Nv (PLYA) | 13.6 | $8.9M | 927k | 9.63 | |
| Centene Corporation (CNC) | 11.7 | $7.7M | 53k | 144.78 | |
| Alphabet Inc Class C cs (GOOG) | 11.6 | $7.6M | 6.4k | 1193.47 | |
| McKesson Corporation (MCK) | 10.8 | $7.1M | 53k | 132.65 | |
| Facebook Inc cl a (META) | 10.1 | $6.6M | 40k | 164.47 | |
| Allergan | 9.3 | $6.1M | 32k | 190.47 | |
| Equifax (EFX) | 8.9 | $5.8M | 45k | 130.57 | |
| HDFC Bank (HDB) | 4.2 | $2.7M | 29k | 94.11 | |
| Baozun (BZUN) | 2.3 | $1.5M | 31k | 48.59 | |
| Shire | 1.6 | $1.0M | 5.7k | 181.23 | |
| Alibaba Group Holding (BABA) | 0.8 | $494k | 3.0k | 164.67 | |
| Ctrip.com International | 0.7 | $487k | 13k | 37.18 |
