We are live on ! Find out more
AI

Axiom Investors Portfolio holdings

AUM $8.99B
1-Year Est. Return 44.68%
This Fund
S&P 500
This Quarter Est. Return
+17.67%
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
$10.2B
AUM Growth
+$3.24B
Cap. Flow
+$1.96B
Cap. Flow %
19.19%
Top 10 Hldgs %
50.24%
Holding
152
New
20
Increased
94
Reduced
18
Closed
18

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$315M
2
PANW icon
Palo Alto Networks
PANW
+$200M
3
AMZN icon
Amazon
AMZN
+$143M
4
MDB icon
MongoDB
MDB
+$143M
5
NVDA icon
NVIDIA
NVDA
+$98.4M

Top Sells

Rank Stock Value
1
MSCI icon
MSCI
MSCI
+$86.4M
2
YUMC icon
Yum China
YUMC
+$78.4M
3
BIDU icon
Baidu
BIDU
+$67.1M
4
CPRT icon
Copart
CPRT
+$53M
5
TCOM icon
Trip.com Group
TCOM
+$52.9M

Sector Composition

Rank Sector Weight
1 Technology 44.92%
2 Consumer Discretionary 14.2%
3 Healthcare 10.39%
4 Financials 9.24%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZTS icon
26
Zoetis
ZTS
$30B
$117M 1.15%
594,474
+158,459
+36% +$28.1M
DHR icon
27
Danaher
DHR
$144B
$117M 1.15%
506,055
-18,819
-4% -$4.01M
NU icon
28
Nu Holdings
NU
$66.9B
$104M 1.02%
12,513,280
+624,200
+5% +$5.04M
AMP icon
29
Ameriprise Financial
AMP
$48.8B
$91.3M 0.9%
240,481
+64,259
+36% +$22M
FMX icon
30
Fomento Económico Mexicano
FMX
$41.7B
$89.9M 0.88%
689,860
+17,659
+3% +$2.1M
BLD
31
DELISTED
TopBuild
BLD
$87.5M 0.86%
+233,663
New +$66.9M
TCOM icon
32
Trip.com Group
TCOM
$29.1B
$86.2M 0.85%
2,393,711
-1,550,507
-39% -$52.9M
CTAS icon
33
Cintas
CTAS
$81.3B
$77.1M 0.76%
511,576
+196,580
+62% +$26.3M
PLD icon
34
Prologis
PLD
$133B
$74.4M 0.73%
558,484
+284,218
+104% +$32.3M
ELF icon
35
e.l.f. Beauty
ELF
$5.81B
$74.1M 0.73%
513,053
+27,703
+6% +$3.2M
ELV icon
36
Elevance Health
ELV
$85.5B
$72.9M 0.72%
154,684
+40,624
+36% +$18.8M
LIN icon
37
Linde
LIN
$226B
$70.5M 0.69%
171,733
+3,341
+2% +$1.32M
FCN icon
38
FTI Consulting
FCN
$4.18B
$65.8M 0.65%
330,244
+86,140
+35% +$17.8M
TSLA icon
39
Tesla
TSLA
$1.3T
$55.4M 0.54%
223,145
-33,148
-13% -$7.88M
CX icon
40
Cemex
CX
$16.3B
$51.6M 0.51%
6,660,570
+614,520
+10% +$4.18M
INDA icon
41
iShares MSCI India ETF
INDA
$6.63B
$49.2M 0.48%
1,007,200
+174,500
+21% +$7.94M
BEKE icon
42
KE Holdings
BEKE
$18.8B
$46.5M 0.46%
2,867,830
-14,470
-0.5% -$224K
PDD icon
43
Pinduoduo
PDD
$131B
$45.5M 0.45%
+310,812
New +$37.7M
ICLR icon
44
Icon
ICLR
$12.7B
$42.9M 0.42%
151,450
+6,603
+5% +$1.71M
SHOP icon
45
Shopify
SHOP
$195B
$41.1M 0.4%
527,787
+524,897
+18,163% +$33.5M
SBUX icon
46
Starbucks
SBUX
$120B
$39.9M 0.39%
+415,816
New +$40.5M
MNSO icon
47
MINISO
MNSO
$3.75B
$33.6M 0.33%
1,646,199
+868,599
+112% +$20.8M
IDXX icon
48
Idexx Laboratories
IDXX
$46.2B
$32.7M 0.32%
58,879
-71,054
-55% -$33.4M
IEMG icon
49
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$27.8M 0.27%
549,100
+3,900
+0.7% +$189K
LYV icon
50
Live Nation Entertainment
LYV
$42.1B
$26.9M 0.26%
286,974
+188,354
+191% +$16.2M
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 2023 Portfolio in Review

As of Q4 2023, Axiom Investors held 152 positions worth $10.2B, up 47% from $6.95B the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Axiom Investors deployed $1.96B of net new capital in Q4 2023, opening 20 new positions and adding to 94 existing holdings. Its largest new stake was MongoDB: 376,641 shares worth $154M.

By sector, the portfolio is most concentrated in Technology at 45% of assets, up from 41% a quarter earlier, followed by Consumer Discretionary and Healthcare.

On the sell side, the largest reduction was MSCI, an estimated $86.4M trimmed.

  • Axiom Investors's largest Q4 2023 buy was MongoDB: 376,641 shares worth $154M.
  • Axiom Investors added most to Meta Platforms (Facebook) in Q4 2023, an estimated $315M increase.
  • Axiom Investors's biggest Q4 2023 reduction was MSCI, cutting an estimated $86.4M.
  • Axiom Investors fully exited Yum China in Q4 2023, selling an estimated $78.4M.
  • Axiom Investors's ten largest holdings make up 50% of its $10.2B portfolio in Q4 2023.
  • Axiom Investors opened 20 new positions and closed 18 in Q4 2023.
  • Axiom Investors's portfolio value rose 47% quarter-over-quarter to $10.2B.

Based on Axiom Investors's 13F filing for Q4 2023, filed 12 Feb 2024.