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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
+20.46%
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
$6.07B
AUM Growth
+$989M
Cap. Flow
+$300M
Cap. Flow %
4.94%
Top 10 Hldgs %
45.14%
Holding
143
New
22
Increased
43
Reduced
64
Closed
13

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$178M
2
MELI icon
Mercado Libre
MELI
+$142M
3
TSM icon
TSMC
TSM
+$142M
4
NOW icon
ServiceNow
NOW
+$81.3M
5
SE icon
Sea Limited
SE
+$57.1M

Top Sells

Rank Stock Value
1
AZN icon
AstraZeneca
AZN
+$123M
2
BIDU icon
Baidu
BIDU
+$107M
3
UNH icon
UnitedHealth
UNH
+$63.2M
4
LNG icon
Cheniere Energy
LNG
+$42.1M
5
MSFT icon
Microsoft
MSFT
+$38.9M

Sector Composition

Rank Sector Weight
1 Technology 32.83%
2 Consumer Discretionary 15.92%
3 Healthcare 15.49%
4 Financials 11.25%
5 Consumer Staples 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SE icon
26
Sea Limited
SE
$69.5B
$72.3M 1.19%
+835,670
New +$57.1M
ZTS icon
27
Zoetis
ZTS
$30B
$72M 1.19%
432,773
+66,091
+18% +$10.8M
ADBE icon
28
Adobe
ADBE
$105B
$68.9M 1.14%
178,918
+3,146
+2% +$1.12M
YUMC icon
29
Yum China
YUMC
$16.3B
$68.6M 1.13%
1,081,629
+742,839
+219% +$44.8M
TSLA icon
30
Tesla
TSLA
$1.3T
$68.3M 1.12%
328,997
+35,327
+12% +$6.16M
AZN icon
31
AstraZeneca
AZN
$250B
$61.6M 1.01%
443,636
-910,569
-67% -$123M
AMP icon
32
Ameriprise Financial
AMP
$48.8B
$55.4M 0.91%
180,877
+2,979
+2% +$976K
FCN icon
33
FTI Consulting
FCN
$4.18B
$52.7M 0.87%
267,244
-13,993
-5% -$2.43M
ELV icon
34
Elevance Health
ELV
$85.5B
$49M 0.81%
106,560
-6,874
-6% -$3.27M
BAH icon
35
Booz Allen Hamilton
BAH
$9.15B
$48.5M 0.8%
523,350
+97,310
+23% +$9.23M
CALY
36
Callaway Golf Company
CALY
$3.14B
$48.2M 0.79%
2,227,184
-553,925
-20% -$12.6M
LNG icon
37
Cheniere Energy
LNG
$52.9B
$46.9M 0.77%
297,598
-279,032
-48% -$42.1M
UBER icon
38
Uber
UBER
$153B
$46.8M 0.77%
1,474,791
+122,977
+9% +$3.9M
BEKE icon
39
KE Holdings
BEKE
$18.8B
$46.6M 0.77%
+2,471,416
New +$45.8M
BABA icon
40
Alibaba
BABA
$308B
$45.4M 0.75%
444,662
+293,556
+194% +$29.4M
LIN icon
41
Linde
LIN
$226B
$37.5M 0.62%
+105,544
New +$35.3M
ONC
42
BeOne Medicines Ltd
ONC
$39.4B
$35.7M 0.59%
+165,676
New +$39.7M
PLD icon
43
Prologis
PLD
$133B
$35M 0.58%
280,712
+4,956
+2% +$609K
CHKP icon
44
Check Point Software Technologies
CHKP
$13.1B
$34.9M 0.57%
268,169
-921
-0.3% -$117K
ALB icon
45
Albemarle
ALB
$15.5B
$33.7M 0.56%
152,454
+2,597
+2% +$640K
CPNG icon
46
Coupang
CPNG
$29.2B
$32.8M 0.54%
2,050,940
+379,783
+23% +$5.89M
ALC icon
47
Alcon
ALC
$35B
$31.9M 0.53%
452,807
-4,198
-0.9% -$299K
DE icon
48
Deere & Co
DE
$168B
$30.7M 0.51%
74,313
+1,389
+2% +$575K
IEMG icon
49
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$28.9M 0.48%
593,300
+45,480
+8% +$2.23M
IQV icon
50
IQVIA
IQV
$39.3B
$26.4M 0.44%
132,827
-36,034
-21% -$7.7M
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 Q1 2023 Portfolio in Review

As of Q1 2023, Axiom Investors held 143 positions worth $6.07B, up 19% from $5.08B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Axiom Investors deployed $300M of net new capital in Q1 2023, opening 22 new positions and adding to 43 existing holdings. Its largest new stake was Sea Limited: 835,670 shares worth $72.3M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 27% a quarter earlier, followed by Consumer Discretionary and Healthcare.

On the sell side, the largest reduction was AstraZeneca, an estimated $123M trimmed.

  • Axiom Investors's largest Q1 2023 buy was Sea Limited: 835,670 shares worth $72.3M.
  • Axiom Investors added most to NVIDIA in Q1 2023, an estimated $178M increase.
  • Axiom Investors's biggest Q1 2023 reduction was AstraZeneca, cutting an estimated $123M.
  • Axiom Investors fully exited Pinduoduo in Q1 2023, selling an estimated $29.4M.
  • Axiom Investors's ten largest holdings make up 45% of its $6.07B portfolio in Q1 2023.
  • Axiom Investors opened 22 new positions and closed 13 in Q1 2023.
  • Axiom Investors's portfolio value rose 19% quarter-over-quarter to $6.07B.

Based on Axiom Investors's 13F filing for Q1 2023, filed 12 May 2023.