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Axiom Investors Portfolio holdings

AUM $11.6B
1-Year Est. Return 69.67%
This Fund
S&P 500
This Quarter Est. Return
+46.7%
1 Year Est. Return
+69.67%
3 Year Est. Return
+301.9%
5 Year Est. Return
+418.17%
10 Year Est. Return
+2,644.26%
AUM
$11.6B
AUM Growth
+$2.57B
Cap. Flow
+$226M
Cap. Flow %
1.95%
Top 10 Hldgs %
62.83%
Holding
150
New
29
Increased
37
Reduced
66
Closed
17

Top Buys

Rank Stock Value
1
LITE icon
Lumentum
LITE
+$361M
2
AMD icon
Advanced Micro Devices
AMD
+$361M
3
MU icon
Micron Technology
MU
+$293M
4
GEV icon
GE Vernova
GEV
+$135M
5
TSEM icon
Tower Semiconductor
TSEM
+$126M

Top Sells

Rank Stock Value
1
APH icon
Amphenol
APH
+$560M
2
JPM icon
JPMorgan Chase
JPM
+$399M
3
MSFT icon
Microsoft
MSFT
+$137M
4
META icon
Meta Platforms (Facebook)
META
+$125M
5
NVDA icon
NVIDIA
NVDA
+$124M

Sector Composition

Rank Sector Weight
1 Technology 46.24%
2 Industrials 16.59%
3 Communication Services 12.14%
4 Financials 10.99%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.25T
$1.31B 11.33%
6,544,722
-602,342
-8% -$124M
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$4.24T
$1.14B 9.91%
3,203,929
-328,511
-9% -$118M
ASML icon
3
ASML
ASML
$651B
$865M 7.48%
434,755
+55,327
+15% +$88.1M
MU icon
4
Micron Technology
MU
$1.05T
$680M 5.88%
589,089
+390,889
+197% +$293M
AMZN icon
5
Amazon
AMZN
$2.87T
$656M 5.67%
2,751,037
+372,727
+16% +$93.6M
MS icon
6
Morgan Stanley
MS
$337B
$583M 5.04%
2,787,121
-327,725
-11% -$64.9M
GE icon
7
GE Aerospace
GE
$355B
$516M 4.46%
1,380,572
-133,082
-9% -$41.7M
JPM icon
8
JPMorgan Chase
JPM
$951B
$514M 4.45%
1,571,309
-1,284,708
-45% -$399M
AMD icon
9
Advanced Micro Devices
AMD
$760B
$511M 4.42%
+879,325
New +$361M
GEV icon
10
GE Vernova
GEV
$243B
$483M 4.18%
411,058
+132,455
+48% +$135M
TSM icon
11
TSMC
TSM
$2.17T
$430M 3.72%
899,501
+41,591
+5% +$16.9M
LITE icon
12
Lumentum
LITE
$80.3B
$349M 3.02%
406,459
+404,804
+24,459% +$361M
HWM icon
13
Howmet Aerospace
HWM
$106B
$186M 1.61%
691,749
+193,186
+39% +$49.6M
AAPL icon
14
Apple
AAPL
$4.67T
$183M 1.58%
631,399
+57,227
+10% +$16.4M
AVGO icon
15
Broadcom
AVGO
$1.75T
$154M 1.33%
406,798
-155,735
-28% -$62.4M
TIGO icon
16
Millicom
TIGO
$15.7B
$145M 1.25%
1,595,000
+1,375,078
+625% +$116M
TSEM icon
17
Tower Semiconductor
TSEM
$23.5B
$137M 1.18%
+523,887
New +$126M
STM icon
18
STMicroelectronics
STM
$44B
$132M 1.15%
+1,768,122
New +$106M
JNJ icon
19
Johnson & Johnson
JNJ
$646B
$125M 1.08%
+491,072
New +$114M
TER icon
20
Teradyne
TER
$55.5B
$122M 1.05%
251,481
-1,982
-0.8% -$748K
CW icon
21
Curtiss-Wright
CW
$22B
$117M 1.02%
154,908
+1,599
+1% +$1.17M
TJX icon
22
TJX Companies
TJX
$149B
$116M 1%
763,444
-102,941
-12% -$16.3M
IEFA icon
23
iShares Core MSCI EAFE ETF
IEFA
$195B
$107M 0.92%
1,103,300
-104,600
-9% -$10M
AER icon
24
AerCap
AER
$23.2B
$100M 0.87%
686,423
-6,658
-1% -$946K
EMBJ
25
Embraer S.A. ADS
EMBJ
$12.9B
$93.7M 0.81%
1,469,074
+298,314
+25% +$18.3M
1
2 3 4 5

Similar funds

AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
BMSSC
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.6B AUM 34.29% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Axiom Investors's Q2 2026 Portfolio in Review

As of Q2 2026, Axiom Investors held 150 positions worth $11.6B, up 29% from $8.99B the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Axiom Investors's Q2 2026 filing shows 29 new, 37 increased, 66 reduced and 17 closed positions. Its largest new stake was Advanced Micro Devices: 879,325 shares worth $511M. The largest sale was Amphenol, an estimated $560M.

By sector, the portfolio is most concentrated in Technology at 46% of assets, up from 38% a quarter earlier, followed by Industrials and Communication Services.

  • Axiom Investors's largest Q2 2026 buy was Advanced Micro Devices: 879,325 shares worth $511M.
  • Axiom Investors added most to Lumentum in Q2 2026, an estimated $361M increase.
  • Axiom Investors's biggest Q2 2026 reduction was Amphenol, cutting an estimated $560M.
  • Axiom Investors fully exited Microsoft in Q2 2026, selling an estimated $137M.
  • Axiom Investors's ten largest holdings make up 63% of its $11.6B portfolio in Q2 2026.
  • Axiom Investors opened 29 new positions and closed 17 in Q2 2026.
  • Axiom Investors's portfolio value rose 29% quarter-over-quarter to $11.6B.

Based on Axiom Investors's 13F filing for Q2 2026, filed 12 Aug 2026.