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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
+25.1%
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
$12.2B
AUM Growth
+$1.77B
Cap. Flow
-$152M
Cap. Flow %
-1.24%
Top 10 Hldgs %
58.05%
Holding
156
New
20
Increased
53
Reduced
64
Closed
18

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$498M
2
NVDA icon
NVIDIA
NVDA
+$420M
3
PM icon
Philip Morris
PM
+$263M
4
AMZN icon
Amazon
AMZN
+$195M
5
GEV icon
GE Vernova
GEV
+$131M

Top Sells

Rank Stock Value
1
AJG icon
Arthur J. Gallagher & Co
AJG
+$192M
2
META icon
Meta Platforms (Facebook)
META
+$164M
3
BX icon
Blackstone
BX
+$159M
4
BSX icon
Boston Scientific
BSX
+$146M
5
BRBR icon
BellRing Brands
BRBR
+$128M

Sector Composition

Rank Sector Weight
1 Technology 27.91%
2 Communication Services 21.21%
3 Financials 17.4%
4 Consumer Discretionary 13.66%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UBER icon
26
Uber
UBER
$153B
$105M 0.86%
1,123,917
-94,267
-8% -$7.76M
TJX icon
27
TJX Companies
TJX
$178B
$103M 0.85%
837,204
+791,402
+1,728% +$100M
SHOP icon
28
Shopify
SHOP
$195B
$86.5M 0.71%
749,742
+394,337
+111% +$39.4M
AVGO icon
29
Broadcom
AVGO
$2.04T
$83.2M 0.68%
+301,860
New +$65.5M
EQIX icon
30
Equinix
EQIX
$103B
$81.9M 0.67%
102,904
-8,860
-8% -$7.52M
CHKP icon
31
Check Point Software Technologies
CHKP
$13.1B
$81.5M 0.67%
368,376
+69,981
+23% +$15.4M
LYV icon
32
Live Nation Entertainment
LYV
$42.1B
$79M 0.65%
522,458
-44,975
-8% -$6.19M
ISRG icon
33
Intuitive Surgical
ISRG
$134B
$77.5M 0.64%
142,594
-11,986
-8% -$6.27M
BX icon
34
Blackstone
BX
$110B
$77.1M 0.63%
515,427
-1,154,650
-69% -$159M
GGAL icon
35
Galicia Financial Group
GGAL
$7.42B
$72.7M 0.6%
1,442,719
-23,235
-2% -$1.33M
IEFA icon
36
iShares Core MSCI EAFE ETF
IEFA
$196B
$71.6M 0.59%
857,500
+102,500
+14% +$8.13M
AJG icon
37
Arthur J. Gallagher & Co
AJG
$63.6B
$63.3M 0.52%
197,748
-583,479
-75% -$192M
PGR icon
38
Progressive
PGR
$125B
$63.1M 0.52%
236,388
-451,068
-66% -$124M
PLD icon
39
Prologis
PLD
$133B
$60.2M 0.49%
572,548
-49,574
-8% -$5.2M
CMG icon
40
Chipotle Mexican Grill
CMG
$41.5B
$36.4M 0.3%
649,076
-2,268,701
-78% -$115M
MMYT icon
41
MakeMyTrip
MMYT
$5.64B
$35.6M 0.29%
363,101
-408,831
-53% -$41.2M
INDA icon
42
iShares MSCI India ETF
INDA
$6.63B
$29.1M 0.24%
522,700
-29,900
-5% -$1.6M
EMBJ
43
Embraer S.A. ADS
EMBJ
$13B
$24.9M 0.2%
438,372
-292,268
-40% -$13.8M
BRBR icon
44
BellRing Brands
BRBR
$1.34B
$19.5M 0.16%
336,303
-1,912,621
-85% -$128M
GRAB icon
45
Grab
GRAB
$14.9B
$18.5M 0.15%
3,680,440
+948,400
+35% +$4.42M
TSLA icon
46
Tesla
TSLA
$1.3T
$18M 0.15%
56,762
-5,115
-8% -$1.54M
ENSG icon
47
The Ensign Group
ENSG
$10.7B
$16.7M 0.14%
108,306
+5,425
+5% +$761K
VIST icon
48
Vista Energy
VIST
$7.32B
$15.6M 0.13%
326,200
-83,163
-20% -$3.94M
CR icon
49
Crane Co
CR
$12.7B
$15.5M 0.13%
81,670
-3,663
-4% -$608K
CPNG icon
50
Coupang
CPNG
$29.2B
$15.3M 0.13%
+509,661
New +$13.1M
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 Q2 2025 Portfolio in Review

As of Q2 2025, Axiom Investors held 156 positions worth $12.2B, up 17% from $10.4B the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Axiom Investors's Q2 2025 filing shows 20 new, 53 increased, 64 reduced and 18 closed positions. Its largest new stake was Philip Morris: 1,532,403 shares worth $279M. The largest sale was Arthur J. Gallagher & Co, an estimated $192M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 18% a quarter earlier, followed by Communication Services and Financials.

  • Axiom Investors's largest Q2 2025 buy was Philip Morris: 1,532,403 shares worth $279M.
  • Axiom Investors added most to Microsoft in Q2 2025, an estimated $498M increase.
  • Axiom Investors's biggest Q2 2025 reduction was Arthur J. Gallagher & Co, cutting an estimated $192M.
  • Axiom Investors fully exited Primo Brands in Q2 2025, selling an estimated $115M.
  • Axiom Investors's ten largest holdings make up 58% of its $12.2B portfolio in Q2 2025.
  • Axiom Investors opened 20 new positions and closed 18 in Q2 2025.
  • Axiom Investors's portfolio value rose 17% quarter-over-quarter to $12.2B.

Based on Axiom Investors's 13F filing for Q2 2025, filed 7 Aug 2025.