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AXON · KLAC in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

AXONKLAC
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • AXON
  • KLAC
0102030202120222023202420252026
Holders and value by quarter
QuarterAXONKLAC
Q3 20209 holders, $1.3bn15 holders, $4.0bn
Q4 20206 holders, $1.4bn14 holders, $5.3bn
Q1 20214 holders, $941m18 holders, $7.4bn
Q2 20215 holders, $1.3bn26 holders, $7.3bn
Q3 20216 holders, $1.2bn25 holders, $7.3bn
Q4 20219 holders, $1.4bn25 holders, $9.0bn
Q1 20226 holders, $1.1bn24 holders, $6.8bn
Q2 20227 holders, $691m17 holders, $6.3bn
Q3 20225 holders, $867m15 holders, $5.7bn
Q4 202210 holders, $1.2bn14 holders, $6.6bn
Q1 202312 holders, $1.3bn22 holders, $6.7bn
Q2 20239 holders, $1.2bn22 holders, $8.3bn
Q3 20238 holders, $1.1bn25 holders, $8.2bn
Q4 20237 holders, $1.3bn23 holders, $10.0bn
Q1 202410 holders, $1.4bn16 holders, $11.0bn
Q2 202411 holders, $1.2bn21 holders, $12.7bn
Q3 202417 holders, $2.7bn28 holders, $11.2bn
Q4 202421 holders, $5.6bn25 holders, $8.0bn
Q1 202517 holders, $4.7bn27 holders, $8.7bn
Q2 202517 holders, $7.7bn22 holders, $12.2bn
Q3 202517 holders, $6.4bn19 holders, $16.5bn
Q4 202512 holders, $6.3bn25 holders, $23.4bn
Q1 202611 holders, $5.5bn22 holders, $32.6bn
Q2 202610 holders, $8.0bn28 holders, $78.0bn
AXON

Axon Enterprise Inc

Holders
11
Reported value
$5.5bn
Buyers
16
Sellers
18

Breadth -2 among 91 comparable managers.

Industrials
KLAC

Kla Corp

Holders
22
Reported value
$32.6bn
Buyers
20
Sellers
19

Breadth +1 among 91 comparable managers.

IndustrialsAI infrastructure and semiconductors · L3VLUP

Who holds both, Q1 2026

Among the 27 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AXON (5)

Altimeter Capital Management LP, Baillie Gifford & Co, Holocene Advisors LP, Moore Capital Management LP, Verition Fund Management LLC

Only KLAC (16)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Neuberger Berman Group LLC, Squarepoint Ops LLC, Third Point LLC, Walleye Capital LLC, Winton Group Ltd

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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