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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
+9.69%
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
$13.6B
AUM Growth
+$2.18B
Cap. Flow
+$1.46B
Cap. Flow %
10.72%
Top 10 Hldgs %
57.55%
Holding
147
New
20
Increased
66
Reduced
47
Closed
13

Top Buys

Rank Stock Value
1
BSX icon
Boston Scientific
BSX
+$223M
2
JPM icon
JPMorgan Chase
JPM
+$217M
3
MS icon
Morgan Stanley
MS
+$192M
4
META icon
Meta Platforms (Facebook)
META
+$186M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$173M

Top Sells

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$298M
2
LLY icon
Eli Lilly
LLY
+$229M
3
BAH icon
Booz Allen Hamilton
BAH
+$206M
4
BLD
TopBuild
BLD
+$92.4M
5
CDNS icon
Cadence Design Systems
CDNS
+$87.6M

Sector Composition

Rank Sector Weight
1 Technology 34.21%
2 Communication Services 20.19%
3 Financials 15.39%
4 Consumer Discretionary 13.54%
5 Industrials 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GEV icon
26
GE Vernova
GEV
$264B
$123M 0.91%
+374,417
New +$117M
EQIX icon
27
Equinix
EQIX
$103B
$112M 0.82%
118,311
+74,592
+171% +$68.6M
UBER icon
28
Uber
UBER
$153B
$108M 0.8%
1,791,010
+189,883
+12% +$13.6M
SPOT icon
29
Spotify
SPOT
$100B
$102M 0.75%
227,178
+213,430
+1,552% +$91.4M
GGAL icon
30
Galicia Financial Group
GGAL
$7.42B
$94.8M 0.7%
1,520,960
+1,437,570
+1,724% +$79.1M
CLS icon
31
Celestica
CLS
$36.5B
$92.2M 0.68%
998,422
-2,433
-0.2% -$190K
SHOP icon
32
Shopify
SHOP
$195B
$88.5M 0.65%
832,525
+273,035
+49% +$26.6M
ZTS icon
33
Zoetis
ZTS
$30B
$80M 0.59%
490,707
+52,125
+12% +$9.32M
TCOM icon
34
Trip.com Group
TCOM
$29.1B
$77.7M 0.57%
1,131,000
+499,823
+79% +$33M
LYV icon
35
Live Nation Entertainment
LYV
$42.1B
$77M 0.57%
594,658
+63,463
+12% +$7.99M
MMYT icon
36
MakeMyTrip
MMYT
$5.64B
$72M 0.53%
641,230
+18,489
+3% +$1.98M
PLD icon
37
Prologis
PLD
$133B
$68.5M 0.5%
647,801
+116,086
+22% +$13.3M
SE icon
38
Sea Limited
SE
$69.5B
$66.8M 0.49%
629,174
+269,684
+75% +$28.3M
CDNS icon
39
Cadence Design Systems
CDNS
$93.4B
$57.1M 0.42%
190,089
-301,321
-61% -$87.6M
INDA icon
40
iShares MSCI India ETF
INDA
$6.63B
$51.2M 0.38%
973,100
-95,300
-9% -$5.25M
DECK icon
41
Deckers Outdoor
DECK
$13.3B
$46.3M 0.34%
+228,177
New +$41.2M
VIST icon
42
Vista Energy
VIST
$7.32B
$43.4M 0.32%
802,397
+174,226
+28% +$8.98M
ONON icon
43
On Holding
ONON
$12.5B
$39.3M 0.29%
+717,910
New +$38M
ADBE icon
44
Adobe
ADBE
$105B
$37.7M 0.28%
84,813
-53,688
-39% -$26.6M
LLY icon
45
Eli Lilly
LLY
$1.06T
$36.2M 0.27%
46,846
-276,540
-86% -$229M
BAP icon
46
Credicorp
BAP
$30.7B
$35.6M 0.26%
194,209
+135,498
+231% +$25.3M
TEL icon
47
TE Connectivity
TEL
$62.6B
$33.6M 0.25%
235,068
+24,931
+12% +$3.71M
BRBR icon
48
BellRing Brands
BRBR
$1.34B
$32.7M 0.24%
434,113
+425,013
+4,670% +$30.2M
BMA icon
49
Banco Macro
BMA
$5.35B
$29.3M 0.22%
302,983
+127,678
+73% +$10.5M
IEFA icon
50
iShares Core MSCI EAFE ETF
IEFA
$196B
$29.1M 0.21%
413,500
+53,100
+15% +$3.92M
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 2024 Portfolio in Review

As of Q4 2024, Axiom Investors held 147 positions worth $13.6B, up 19% from $11.4B the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Axiom Investors deployed $1.46B of net new capital in Q4 2024, opening 20 new positions and adding to 66 existing holdings. Its largest new stake was JPMorgan Chase: 930,284 shares worth $223M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, down from 36% a quarter earlier, followed by Communication Services and Financials.

On the sell side, the largest reduction was Mercado Libre, an estimated $298M trimmed.

  • Axiom Investors's largest Q4 2024 buy was JPMorgan Chase: 930,284 shares worth $223M.
  • Axiom Investors added most to Boston Scientific in Q4 2024, an estimated $223M increase.
  • Axiom Investors's biggest Q4 2024 reduction was Mercado Libre, cutting an estimated $298M.
  • Axiom Investors fully exited TopBuild in Q4 2024, selling an estimated $92.4M.
  • Axiom Investors's ten largest holdings make up 58% of its $13.6B portfolio in Q4 2024.
  • Axiom Investors opened 20 new positions and closed 13 in Q4 2024.
  • Axiom Investors's portfolio value rose 19% quarter-over-quarter to $13.6B.

Based on Axiom Investors's 13F filing for Q4 2024, filed 12 Feb 2025.