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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
+6.24%
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
$3.65B
AUM Growth
+$394M
Cap. Flow
+$234M
Cap. Flow %
6.4%
Top 10 Hldgs %
46.74%
Holding
136
New
14
Increased
60
Reduced
44
Closed
16

Top Buys

Rank Stock Value
1
CYBR
CyberArk
CYBR
+$50.9M
2
JD icon
JD.com
JD
+$46.4M
3
META icon
Meta Platforms (Facebook)
META
+$44.5M
4
SPGI icon
S&P Global
SPGI
+$29M
5
V icon
Visa
V
+$28M

Top Sells

Rank Stock Value
1
ITUB icon
Itaú Unibanco
ITUB
+$71.2M
2
HTHT icon
Huazhu Hotels Group
HTHT
+$33.6M
3
CPA icon
Copa Holdings
CPA
+$25.2M
4
TAL icon
TAL Education Group
TAL
+$22M
5
INFY icon
Infosys
INFY
+$19.2M

Sector Composition

Rank Sector Weight
1 Technology 23.53%
2 Consumer Discretionary 20.68%
3 Financials 17.3%
4 Communication Services 12.24%
5 Healthcare 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
51
Broadcom
AVGO
$2.04T
$14M 0.38%
486,620
+80,590
+20% +$2.35M
GLOB icon
52
Globant
GLOB
$1.61B
$12.7M 0.35%
+125,975
New +$11M
IEMG icon
53
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$10.8M 0.29%
209,100
+169,000
+421% +$8.64M
ABMD
54
DELISTED
Abiomed Inc
ABMD
$10.2M 0.28%
39,344
-9,884
-20% -$2.62M
EEFT icon
55
Euronet Worldwide
EEFT
$2.7B
$8.4M 0.23%
49,907
-5,415
-10% -$828K
MRCY icon
56
Mercury Systems
MRCY
$6.52B
$8.14M 0.22%
115,743
+13,023
+13% +$904K
PLNT icon
57
Planet Fitness
PLNT
$3.96B
$7.47M 0.2%
103,065
-4,540
-4% -$342K
INDA icon
58
iShares MSCI India ETF
INDA
$6.63B
$7.16M 0.2%
202,700
+4,200
+2% +$148K
EVBG
59
DELISTED
Everbridge, Inc. Common Stock
EVBG
$7.05M 0.19%
78,887
-3,838
-5% -$303K
QTWO icon
60
Q2 Holdings
QTWO
$3.92B
$6.95M 0.19%
90,981
+12,598
+16% +$911K
MASI
61
DELISTED
Masimo
MASI
$6.84M 0.19%
45,983
+4,233
+10% +$581K
FOXF icon
62
Fox Factory Holding Corp
FOXF
$886M
$6.74M 0.18%
81,629
+8,621
+12% +$639K
ENSG icon
63
The Ensign Group
ENSG
$10.7B
$6.47M 0.18%
121,503
+11,842
+11% +$592K
COLD icon
64
Americold
COLD
$4.27B
$6.29M 0.17%
193,870
-3,649
-2% -$116K
HAE icon
65
Haemonetics
HAE
$4B
$6.05M 0.17%
50,295
+27,543
+121% +$2.71M
NSP icon
66
Insperity
NSP
$2.01B
$5.45M 0.15%
44,645
-1,130
-2% -$136K
RPD icon
67
Rapid7
RPD
$773M
$5.07M 0.14%
+87,730
New +$4.62M
SMPL icon
68
Simply Good Foods
SMPL
$982M
$4.83M 0.13%
200,760
-12,000
-6% -$272K
REXR icon
69
Rexford Industrial Realty
REXR
$8.19B
$4.8M 0.13%
118,810
-7,170
-6% -$273K
PRAH
70
DELISTED
PRA Health Sciences, Inc.
PRAH
$4.72M 0.13%
47,632
+524
+1% +$50K
EXPO icon
71
Exponent
EXPO
$3.24B
$4.66M 0.13%
79,620
-65
-0.1% -$3.7K
OMCL icon
72
Omnicell
OMCL
$1.68B
$4.6M 0.13%
53,455
+14,997
+39% +$1.22M
FRPT icon
73
Freshpet
FRPT
$3.22B
$4.56M 0.12%
100,210
-3,620
-3% -$164K
TNDM icon
74
Tandem Diabetes Care
TNDM
$1.53B
$4.56M 0.12%
70,661
+15,006
+27% +$968K
TREX icon
75
Trex
TREX
$5.01B
$4.23M 0.12%
118,110
-15,230
-11% -$516K
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 2019 Portfolio in Review

As of Q2 2019, Axiom Investors held 136 positions worth $3.65B, up 12% from $3.26B the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Axiom Investors deployed $234M of net new capital in Q2 2019, opening 14 new positions and adding to 60 existing holdings. Its largest new stake was JD.com: 1,611,800 shares worth $48.8M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 23% a quarter earlier, followed by Consumer Discretionary and Financials.

On the sell side, the largest reduction was Itaú Unibanco, an estimated $71.2M trimmed.

  • Axiom Investors's largest Q2 2019 buy was JD.com: 1,611,800 shares worth $48.8M.
  • Axiom Investors added most to CyberArk in Q2 2019, an estimated $50.9M increase.
  • Axiom Investors's biggest Q2 2019 reduction was Itaú Unibanco, cutting an estimated $71.2M.
  • Axiom Investors fully exited Huazhu Hotels Group in Q2 2019, selling an estimated $33.6M.
  • Axiom Investors's ten largest holdings make up 47% of its $3.65B portfolio in Q2 2019.
  • Axiom Investors opened 14 new positions and closed 16 in Q2 2019.
  • Axiom Investors's portfolio value rose 12% quarter-over-quarter to $3.65B.

Based on Axiom Investors's 13F filing for Q2 2019, filed 7 Aug 2019.