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Axiom Investors Portfolio holdings

AUM $8.99B
1-Year Est. Return 44.68%
This Fund
S&P 500
This Quarter Est. Return
+34.08%
1 Year Est. Return
+44.68%
3 Year Est. Return
+214.21%
5 Year Est. Return
+302.8%
10 Year Est. Return
+1,834.44%
AUM
$5.08B
AUM Growth
+$1.13B
Cap. Flow
+$12.2M
Cap. Flow %
0.24%
Top 10 Hldgs %
52.49%
Holding
128
New
16
Increased
49
Reduced
46
Closed
15

Top Buys

Rank Stock Value
1
HD icon
Home Depot
HD
+$56.8M
2
TREX icon
Trex
TREX
+$43.1M
3
SE icon
Sea Limited
SE
+$39.5M
4
POOL icon
Pool Corp
POOL
+$38.8M
5
PYPL icon
PayPal
PYPL
+$29.4M

Top Sells

Rank Stock Value
1
MU icon
Micron Technology
MU
+$45.5M
2
PG icon
Procter & Gamble
PG
+$42.6M
3
LULU icon
lululemon athletica
LULU
+$35.4M
4
HON icon
Honeywell
HON
+$31.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$31.6M

Sector Composition

Rank Sector Weight
1 Technology 33.29%
2 Consumer Discretionary 28.18%
3 Financials 11.79%
4 Communication Services 8.43%
5 Healthcare 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TAL icon
26
TAL Education Group
TAL
$6.87B
$53M 1.04%
774,740
-67,030
-8% -$3.83M
KEYS icon
27
Keysight
KEYS
$58.3B
$47.7M 0.94%
472,930
+40,245
+9% +$3.95M
GLOB icon
28
Globant
GLOB
$1.61B
$46.5M 0.92%
310,171
+18,512
+6% +$2.29M
POOL icon
29
Pool Corp
POOL
$7.5B
$45.5M 0.9%
+167,422
New +$38.8M
NICE icon
30
Nice
NICE
$5.97B
$44.9M 0.88%
237,007
-77,092
-25% -$13.5M
BIDU icon
31
Baidu
BIDU
$37.2B
$44.1M 0.87%
368,105
-281,843
-43% -$30.2M
ATVI
32
DELISTED
Activision Blizzard
ATVI
$43.9M 0.86%
577,820
+2,530
+0.4% +$177K
MA icon
33
Mastercard
MA
$493B
$40.9M 0.81%
138,292
+9,361
+7% +$2.64M
GRFS
34
Grifois
GRFS
$5.4B
$40.3M 0.79%
2,209,680
+9,956
+0.5% +$198K
IDXX icon
35
Idexx Laboratories
IDXX
$46.2B
$38.7M 0.76%
117,203
+9,849
+9% +$2.85M
C icon
36
Citigroup
C
$226B
$37.9M 0.75%
742,180
+215,525
+41% +$10.2M
IQV icon
37
IQVIA
IQV
$39.3B
$34.7M 0.68%
244,230
+1,084
+0.4% +$147K
PLD icon
38
Prologis
PLD
$133B
$32.3M 0.64%
346,480
-53,429
-13% -$4.77M
PG icon
39
Procter & Gamble
PG
$339B
$31M 0.61%
259,110
-365,490
-59% -$42.6M
SHOP icon
40
Shopify
SHOP
$195B
$30.6M 0.6%
+322,780
New +$22.4M
NVDA icon
41
NVIDIA
NVDA
$5.42T
$29M 0.57%
3,055,520
-1,024,440
-25% -$8.29M
DHR icon
42
Danaher
DHR
$144B
$27.8M 0.55%
+177,566
New +$25.5M
PBR icon
43
Petrobras
PBR
$116B
$27.3M 0.54%
3,306,510
-202,890
-6% -$1.47M
NKE icon
44
Nike
NKE
$61.9B
$26.9M 0.53%
274,770
+27,888
+11% +$2.57M
NBIS
45
Nebius Group N.V.
NBIS
$47.7B
$26M 0.51%
519,153
-86,147
-14% -$3.45M
CHGG icon
46
Chegg
CHGG
$102M
$23.1M 0.45%
+342,750
New +$18.3M
STNE icon
47
StoneCo
STNE
$2.58B
$22.2M 0.44%
+573,313
New +$16.7M
HDB icon
48
HDFC Bank
HDB
$121B
$20.4M 0.4%
895,580
-72,420
-7% -$1.49M
TEAM icon
49
Atlassian
TEAM
$37.8B
$19.2M 0.38%
+106,741
New +$17.7M
LYV icon
50
Live Nation Entertainment
LYV
$42.1B
$17.2M 0.34%
387,110
-389,740
-50% -$17.1M
1
2
3 4 5

Similar funds

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $8.81B AUM 21.38% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Axiom Investors's Q2 2020 Portfolio in Review

As of Q2 2020, Axiom Investors held 128 positions worth $5.08B, up 29% from $3.95B the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Axiom Investors's Q2 2020 filing shows 16 new, 49 increased, 46 reduced and 15 closed positions. Its largest new stake was Home Depot: 247,965 shares worth $62.1M. The largest sale was Micron Technology, an estimated $45.5M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 34% a quarter earlier, followed by Consumer Discretionary and Financials.

  • Axiom Investors's largest Q2 2020 buy was Home Depot: 247,965 shares worth $62.1M.
  • Axiom Investors added most to Trex in Q2 2020, an estimated $43.1M increase.
  • Axiom Investors's biggest Q2 2020 reduction was Procter & Gamble, cutting an estimated $42.6M.
  • Axiom Investors fully exited Micron Technology in Q2 2020, selling an estimated $45.5M.
  • Axiom Investors's ten largest holdings make up 52% of its $5.08B portfolio in Q2 2020.
  • Axiom Investors opened 16 new positions and closed 15 in Q2 2020.
  • Axiom Investors's portfolio value rose 29% quarter-over-quarter to $5.08B.

Based on Axiom Investors's 13F filing for Q2 2020, filed 13 Aug 2020.