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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
+19.91%
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
$6.34B
AUM Growth
+$181M
Cap. Flow
-$611M
Cap. Flow %
-9.63%
Top 10 Hldgs %
42.99%
Holding
141
New
29
Increased
38
Reduced
55
Closed
16

Top Buys

Rank Stock Value
1
INFY icon
Infosys
INFY
+$107M
2
ITUB icon
Itaú Unibanco
ITUB
+$96.9M
3
AMD icon
Advanced Micro Devices
AMD
+$59.9M
4
STM icon
STMicroelectronics
STM
+$43.7M
5
NIO icon
NIO
NIO
+$43.4M

Top Sells

Rank Stock Value
1
BABA icon
Alibaba
BABA
+$385M
2
JD icon
JD.com
JD
+$190M
3
TSM icon
TSMC
TSM
+$119M
4
MSFT icon
Microsoft
MSFT
+$82.1M
5
AZN icon
AstraZeneca
AZN
+$73M

Sector Composition

Rank Sector Weight
1 Technology 40.84%
2 Consumer Discretionary 26.2%
3 Financials 7.68%
4 Industrials 7.5%
5 Healthcare 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZTS icon
26
Zoetis
ZTS
$30B
$81M 1.28%
489,184
+85,530
+21% +$13.9M
NVDA icon
27
NVIDIA
NVDA
$5.42T
$79.6M 1.26%
6,099,440
+2,885,280
+90% +$38.6M
NICE icon
28
Nice
NICE
$5.97B
$69.9M 1.1%
246,455
+14,045
+6% +$3.42M
SHOP icon
29
Shopify
SHOP
$195B
$68.4M 1.08%
604,050
+33,810
+6% +$3.55M
AMD icon
30
Advanced Micro Devices
AMD
$789B
$63.7M 1%
+694,300
New +$59.9M
POOL icon
31
Pool Corp
POOL
$7.5B
$61.9M 0.98%
166,064
-8,860
-5% -$3.09M
EL icon
32
Estee Lauder
EL
$32B
$61.6M 0.97%
231,594
+131,114
+130% +$31.5M
KEYS icon
33
Keysight
KEYS
$58.3B
$61.5M 0.97%
465,900
-1,600
-0.3% -$184K
GPN icon
34
Global Payments
GPN
$22.8B
$61.4M 0.97%
285,240
-29,500
-9% -$5.5M
GNRC icon
35
Generac Holdings
GNRC
$12.5B
$57.4M 0.91%
252,530
+197,146
+356% +$42.4M
NIO icon
36
NIO
NIO
$11.9B
$54.7M 0.86%
+1,121,505
New +$43.4M
ATVI
37
DELISTED
Activision Blizzard
ATVI
$52.8M 0.83%
569,150
-2,000
-0.4% -$162K
GLOB icon
38
Globant
GLOB
$1.61B
$49.4M 0.78%
226,831
-127,394
-36% -$24.6M
SPGI icon
39
S&P Global
SPGI
$120B
$46.7M 0.74%
141,985
-187,348
-57% -$63.2M
STM icon
40
STMicroelectronics
STM
$50B
$45.8M 0.72%
+1,232,775
New +$43.7M
XYZ
41
Block Inc
XYZ
$47.5B
$43.8M 0.69%
201,255
+180,617
+875% +$35.2M
NBIS
42
Nebius Group N.V.
NBIS
$47.7B
$43.3M 0.68%
622,700
+2,990
+0.5% +$191K
DXCM icon
43
DexCom
DXCM
$32B
$41.4M 0.65%
447,624
+116,900
+35% +$10.4M
CHGG icon
44
Chegg
CHGG
$102M
$41.3M 0.65%
457,110
-131,120
-22% -$10.4M
LYV icon
45
Live Nation Entertainment
LYV
$42.1B
$39.5M 0.62%
537,040
+349,300
+186% +$22M
NKE icon
46
Nike
NKE
$61.9B
$39.3M 0.62%
277,710
+171,206
+161% +$22.7M
TAL icon
47
TAL Education Group
TAL
$6.87B
$39M 0.61%
544,675
-274,070
-33% -$19.8M
AVLR
48
DELISTED
Avalara, Inc.
AVLR
$38.9M 0.61%
235,669
+47,803
+25% +$7.65M
CPA icon
49
Copa Holdings
CPA
$5.8B
$38.1M 0.6%
+493,606
New +$32.9M
IQV icon
50
IQVIA
IQV
$39.3B
$35.7M 0.56%
199,420
-700
-0.3% -$118K
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 Q4 2020 Portfolio in Review

As of Q4 2020, Axiom Investors held 141 positions worth $6.34B, up 2.9% from $6.16B the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Axiom Investors withdrew a net $611M in Q4 2020, closing 16 positions and reducing 55 holdings. Its most notable exit was AstraZeneca, an estimated $73M position sold in full.

By sector, the portfolio is most concentrated in Technology at 41% of assets, up from 35% a quarter earlier, followed by Consumer Discretionary and Financials.

Against the trend, Axiom Investors opened a new position in Infosys worth $119M.

  • Axiom Investors's largest Q4 2020 buy was Infosys: 7,014,800 shares worth $119M.
  • Axiom Investors added most to Generac Holdings in Q4 2020, an estimated $42.4M increase.
  • Axiom Investors's biggest Q4 2020 reduction was Alibaba, cutting an estimated $385M.
  • Axiom Investors fully exited AstraZeneca in Q4 2020, selling an estimated $73M.
  • Axiom Investors's ten largest holdings make up 43% of its $6.34B portfolio in Q4 2020.
  • Axiom Investors opened 29 new positions and closed 16 in Q4 2020.
  • Axiom Investors's portfolio value rose 2.9% quarter-over-quarter to $6.34B.

Based on Axiom Investors's 13F filing for Q4 2020, filed 12 Feb 2021.