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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
+21.25%
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
$6.16B
AUM Growth
+$1.08B
Cap. Flow
+$152M
Cap. Flow %
2.47%
Top 10 Hldgs %
54.08%
Holding
122
New
9
Increased
49
Reduced
51
Closed
10

Top Buys

Rank Stock Value
1
SE icon
Sea Limited
SE
+$123M
2
MELI icon
Mercado Libre
MELI
+$51.8M
3
PYPL icon
PayPal
PYPL
+$39.1M
4
TSLA icon
Tesla
TSLA
+$37.9M
5
DHR icon
Danaher
DHR
+$36.2M

Top Sells

Rank Stock Value
1
V icon
Visa
V
+$85.8M
2
EL icon
Estee Lauder
EL
+$53.8M
3
BIDU icon
Baidu
BIDU
+$44.1M
4
GRFS
Grifois
GRFS
+$37.4M
5
META icon
Meta Platforms (Facebook)
META
+$36.8M

Sector Composition

Rank Sector Weight
1 Technology 34.76%
2 Consumer Discretionary 33.27%
3 Financials 9.01%
4 Healthcare 6.95%
5 Communication Services 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GLOB icon
26
Globant
GLOB
$1.61B
$63.5M 1.03%
354,225
+44,054
+14% +$7.58M
STNE icon
27
StoneCo
STNE
$2.58B
$62.3M 1.01%
1,178,450
+605,137
+106% +$28.9M
TAL icon
28
TAL Education Group
TAL
$6.87B
$62.3M 1.01%
818,745
+44,005
+6% +$3.32M
POOL icon
29
Pool Corp
POOL
$7.5B
$58.5M 0.95%
174,924
+7,502
+4% +$2.32M
SHOP icon
30
Shopify
SHOP
$195B
$58.3M 0.95%
570,240
+247,460
+77% +$24.6M
GPN icon
31
Global Payments
GPN
$22.8B
$55.9M 0.91%
314,740
-124,860
-28% -$21.6M
NICE icon
32
Nice
NICE
$5.97B
$52.8M 0.86%
232,410
-4,597
-2% -$978K
ATVI
33
DELISTED
Activision Blizzard
ATVI
$46.2M 0.75%
571,150
-6,670
-1% -$541K
KEYS icon
34
Keysight
KEYS
$58.3B
$46.2M 0.75%
467,500
-5,430
-1% -$533K
TSLA icon
35
Tesla
TSLA
$1.3T
$46M 0.75%
+321,396
New +$37.9M
NVDA icon
36
NVIDIA
NVDA
$5.42T
$43.5M 0.71%
3,214,160
+158,640
+5% +$1.85M
MA icon
37
Mastercard
MA
$493B
$42.1M 0.68%
124,552
-13,740
-10% -$4.47M
CHGG icon
38
Chegg
CHGG
$102M
$42M 0.68%
588,230
+245,480
+72% +$18.1M
NBIS
39
Nebius Group N.V.
NBIS
$47.7B
$40.4M 0.66%
619,710
+100,557
+19% +$5.99M
PLD icon
40
Prologis
PLD
$133B
$34.4M 0.56%
342,210
-4,270
-1% -$428K
DXCM icon
41
DexCom
DXCM
$32B
$34.1M 0.55%
+330,724
New +$34.6M
VEEV icon
42
Veeva Systems
VEEV
$37.4B
$33.8M 0.55%
120,044
+116,898
+3,716% +$30.8M
IQV icon
43
IQVIA
IQV
$39.3B
$31.5M 0.51%
200,120
-44,110
-18% -$6.91M
PG icon
44
Procter & Gamble
PG
$339B
$27.1M 0.44%
195,135
-63,975
-25% -$8.49M
AVLR
45
DELISTED
Avalara, Inc.
AVLR
$23.9M 0.39%
187,866
+111,588
+146% +$14.2M
EL icon
46
Estee Lauder
EL
$32B
$21.9M 0.36%
100,480
-261,339
-72% -$53.8M
HDB icon
47
HDFC Bank
HDB
$121B
$21.1M 0.34%
843,460
-52,120
-6% -$1.26M
TEAM icon
48
Atlassian
TEAM
$37.8B
$20.4M 0.33%
112,109
+5,368
+5% +$957K
IXUS icon
49
iShares Core MSCI Total International Stock ETF
IXUS
$60.4B
$18.9M 0.31%
324,200
+134,800
+71% +$7.85M
IEMG icon
50
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$16.3M 0.26%
308,300
+174,200
+130% +$9.13M
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 Q3 2020 Portfolio in Review

As of Q3 2020, Axiom Investors held 122 positions worth $6.16B, up 21% from $5.08B the previous quarter. Its ten largest holdings account for 54% of the portfolio.

Axiom Investors's Q3 2020 filing shows 9 new, 49 increased, 51 reduced and 10 closed positions. Its largest new stake was Tesla: 321,396 shares worth $46M. The largest sale was Visa, an estimated $85.8M.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 33% a quarter earlier, followed by Consumer Discretionary and Financials.

  • Axiom Investors's largest Q3 2020 buy was Tesla: 321,396 shares worth $46M.
  • Axiom Investors added most to Sea Limited in Q3 2020, an estimated $123M increase.
  • Axiom Investors's biggest Q3 2020 reduction was Visa, cutting an estimated $85.8M.
  • Axiom Investors fully exited Baidu in Q3 2020, selling an estimated $44.1M.
  • Axiom Investors's ten largest holdings make up 54% of its $6.16B portfolio in Q3 2020.
  • Axiom Investors opened 9 new positions and closed 10 in Q3 2020.
  • Axiom Investors's portfolio value rose 21% quarter-over-quarter to $6.16B.

Based on Axiom Investors's 13F filing for Q3 2020, filed 12 Nov 2020.