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Axiom Investors Portfolio holdings

AUM $11.6B
1-Year Est. Return 69.67%
This Fund
S&P 500
This Quarter Est. Return
+0.85%
1 Year Est. Return
+69.67%
3 Year Est. Return
+301.9%
5 Year Est. Return
+418.17%
10 Year Est. Return
+2,644.26%
AUM
$10.4B
AUM Growth
-$3.15B
Cap. Flow
-$2.69B
Cap. Flow %
-25.85%
Top 10 Hldgs %
45.77%
Holding
161
New
27
Increased
23
Reduced
85
Closed
25

Top Buys

Rank Stock Value
1
SPOT icon
Spotify
SPOT
+$275M
2
BABA icon
Alibaba
BABA
+$241M
3
JPM icon
JPMorgan Chase
JPM
+$201M
4
MS icon
Morgan Stanley
MS
+$200M
5
PGR icon
Progressive
PGR
+$180M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$995M
2
MSFT icon
Microsoft
MSFT
+$506M
3
AMZN icon
Amazon
AMZN
+$402M
4
META icon
Meta Platforms (Facebook)
META
+$391M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$388M

Sector Composition

Rank Sector Weight
1 Financials 24.97%
2 Communication Services 19.79%
3 Technology 18.36%
4 Consumer Discretionary 14.52%
5 Healthcare 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMP icon
26
Ameriprise Financial
AMP
$49.5B
$119M 1.14%
245,866
-10,254
-4% -$5.38M
PRMB
27
Primo Brands
PRMB
$8.32B
$115M 1.1%
+3,242,619
New +$106M
GE icon
28
GE Aerospace
GE
$368B
$97.6M 0.94%
+487,481
New +$95.9M
AXON
29
Axon Enterprise
AXON
$49.4B
$93.1M 0.89%
+176,991
New +$104M
EQIX icon
30
Equinix
EQIX
$107B
$91.1M 0.87%
111,764
-6,547
-6% -$5.89M
UBER icon
31
Uber
UBER
$160B
$88.8M 0.85%
1,218,184
-572,826
-32% -$41.3M
GGAL icon
32
Galicia Financial Group
GGAL
$7.05B
$79.9M 0.77%
1,465,954
-55,006
-4% -$3.42M
GEV icon
33
GE Vernova
GEV
$254B
$78.1M 0.75%
255,851
-118,566
-32% -$41.3M
ISRG icon
34
Intuitive Surgical
ISRG
$131B
$76.6M 0.73%
+154,580
New +$85.5M
SE icon
35
Sea Limited
SE
$73B
$75.9M 0.73%
581,760
-47,414
-8% -$5.88M
MMYT icon
36
MakeMyTrip
MMYT
$5.56B
$75.6M 0.73%
771,932
+130,702
+20% +$13.5M
LYV icon
37
Live Nation Entertainment
LYV
$42.5B
$74.1M 0.71%
567,433
-27,225
-5% -$3.72M
PLD icon
38
Prologis
PLD
$136B
$69.5M 0.67%
622,122
-25,679
-4% -$2.97M
CHKP icon
39
Check Point Software Technologies
CHKP
$13.2B
$68M 0.65%
+298,395
New +$63.2M
TCOM icon
40
Trip.com Group
TCOM
$28.4B
$60.4M 0.58%
950,300
-180,700
-16% -$11.8M
IEFA icon
41
iShares Core MSCI EAFE ETF
IEFA
$196B
$57.1M 0.55%
755,000
+341,500
+83% +$25.5M
IT icon
42
Gartner
IT
$12.2B
$57M 0.55%
135,896
-169,439
-55% -$83.5M
DECK icon
43
Deckers Outdoor
DECK
$12.2B
$54.6M 0.52%
488,594
+260,417
+114% +$42.1M
DHR icon
44
Danaher
DHR
$151B
$49.9M 0.48%
243,553
-473,023
-66% -$103M
SHOP icon
45
Shopify
SHOP
$193B
$33.9M 0.33%
355,405
-477,120
-57% -$52M
EMBJ
46
Embraer S.A. ADS
EMBJ
$13.4B
$33.8M 0.32%
730,640
-41,642
-5% -$1.85M
TEVA icon
47
Teva Pharmaceuticals
TEVA
$44.2B
$33.4M 0.32%
+2,173,807
New +$38.8M
TEL icon
48
TE Connectivity
TEL
$59.4B
$31.9M 0.31%
225,641
-9,427
-4% -$1.4M
VRT icon
49
Vertiv
VRT
$102B
$30.6M 0.29%
423,828
-1,911,368
-82% -$203M
INDA icon
50
iShares MSCI India ETF
INDA
$6.64B
$28.4M 0.27%
552,600
-420,500
-43% -$21.2M
1
2
3 4 5

Similar funds

AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
BMSSC
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.6B AUM 34.29% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Axiom Investors's Q1 2025 Portfolio in Review

As of Q1 2025, Axiom Investors held 161 positions worth $10.4B, down 23% from $13.6B the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Axiom Investors withdrew a net $2.69B in Q1 2025, closing 25 positions and reducing 85 holdings. Its most notable exit was Zoetis, an estimated $80M position sold in full.

By sector, the portfolio is most concentrated in Financials at 25% of assets, up from 15% a quarter earlier, followed by Communication Services and Technology.

Against the trend, Axiom Investors opened a new position in Alibaba worth $277M.

  • Axiom Investors's largest Q1 2025 buy was Alibaba: 2,094,150 shares worth $277M.
  • Axiom Investors added most to Spotify in Q1 2025, an estimated $275M increase.
  • Axiom Investors's biggest Q1 2025 reduction was NVIDIA, cutting an estimated $995M.
  • Axiom Investors fully exited Zoetis in Q1 2025, selling an estimated $80M.
  • Axiom Investors's ten largest holdings make up 46% of its $10.4B portfolio in Q1 2025.
  • Axiom Investors opened 27 new positions and closed 25 in Q1 2025.
  • Axiom Investors's portfolio value fell 23% quarter-over-quarter to $10.4B.

Based on Axiom Investors's 13F filing for Q1 2025, filed 14 May 2025.