13F HOLDINGS REPORT
AXON CAPITAL LP
Quarter ended Q4 2025 · Filed February 12, 2026 · Accession 0001172661-26-000691
Total Value
$116.8M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FLUTTER ENTMT PLC | G3643J108 | 88,000 | $18.9M | 16.20% |
| 2 | DRAFTKINGS INC NEW | DKNG | 427,000 | $14.7M | 12.60% |
| 3 | AMAZON COM INC | AMZN | 55,600 | $12.8M | 10.99% |
| 4 | FLUTTER ENTMT PLC | G3643J108 | 45,600 | $9.8M | 8.39% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 28,300 | $8.6M | 7.36% |
| 6 | BAKER HUGHES COMPANY | BKR | 172,400 | $7.9M | 6.72% |
| 7 | VALMONT INDS INC | 920253101 | 18,880 | $7.6M | 6.50% |
| 8 | CLEAN HARBORS INC | CLH | 31,000 | $7.3M | 6.22% |
| 9 | SPORTRADAR GROUP AG | SRAD | 292,600 | $7.0M | 5.95% |
| 10 | DRAFTKINGS INC NEW | DKNG | 201,700 | $7.0M | 5.95% |
| 11 | ROCKET COS INC | 77311W101 | 298,000 | $5.8M | 4.94% |
| 12 | GENIUS SPORTS LIMITED | GENI | 504,500 | $5.6M | 4.76% |
| 13 | TIC SOLUTIONS INC | TICAW | 394,200 | $4.0M | 3.41% |
| 14 | MOMENTUS INC | MNTSW | 500,000 | $10,500 | 0.01% |