Axon Capital as of Dec. 31, 2018
Portfolio Holdings for Axon Capital
Axon Capital holds 9 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Playa Hotels & Resorts Nv (PLYA) | 15.4 | $6.7M | 927k | 7.19 | |
| Facebook Inc cl a (META) | 15.3 | $6.6M | 51k | 131.09 | |
| Alphabet Inc Class C cs (GOOG) | 15.3 | $6.6M | 6.4k | 1035.62 | |
| Centene Corporation (CNC) | 14.8 | $6.4M | 55k | 115.31 | |
| Stars Group | 14.6 | $6.3M | 381k | 16.52 | |
| HDFC Bank (HDB) | 7.0 | $3.0M | 29k | 103.60 | |
| Allergan | 6.4 | $2.8M | 21k | 133.64 | |
| McKesson Corporation (MCK) | 6.2 | $2.7M | 24k | 110.48 | |
| Equifax (EFX) | 5.2 | $2.2M | 24k | 93.12 |
