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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
+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
EDU icon
51
New Oriental
EDU
$9.12B
$26.3M 0.26%
+358,725
New +$24.9M
SPSC icon
52
SPS Commerce
SPSC
$2.65B
$25.3M 0.25%
130,556
+84,420
+183% +$14.7M
CTSH icon
53
Cognizant
CTSH
$25.8B
$22.4M 0.22%
296,063
+77,013
+35% +$5.32M
IEFA icon
54
iShares Core MSCI EAFE ETF
IEFA
$195B
$21.7M 0.21%
308,900
+71,400
+30% +$4.71M
ALC icon
55
Alcon
ALC
$35.1B
$21.4M 0.21%
274,150
-261,490
-49% -$19.3M
SSD icon
56
Simpson Manufacturing
SSD
$8.06B
$21.1M 0.21%
106,815
+60,178
+129% +$9.54M
ENSG icon
57
The Ensign Group
ENSG
$10.7B
$21M 0.21%
187,345
+110,177
+143% +$11.4M
IBP icon
58
Installed Building Products
IBP
$6.22B
$18.9M 0.19%
103,278
+69,807
+209% +$9.8M
NVMI
59
Nova
NVMI
$12.4B
$18.5M 0.18%
134,811
+86,996
+182% +$10.1M
FSS icon
60
Federal Signal
FSS
$7.83B
$18.4M 0.18%
239,455
+156,755
+190% +$10.4M
RMBS icon
61
Rambus
RMBS
$10.9B
$17.7M 0.17%
259,550
+163,872
+171% +$10.2M
CR icon
62
Crane Co
CR
$12.8B
$17.2M 0.17%
145,432
+110,247
+313% +$11.1M
FTAI icon
63
FTAI Aviation
FTAI
$22.2B
$17.1M 0.17%
369,292
+302,112
+450% +$12.1M
MOD icon
64
Modine Manufacturing
MOD
$10.3B
$16.8M 0.17%
281,690
+208,715
+286% +$10.2M
CASY icon
65
Casey's General Stores
CASY
$30.8B
$16M 0.16%
+58,401
New +$16M
MMYT icon
66
MakeMyTrip
MMYT
$5.73B
$16M 0.16%
340,048
+86,558
+34% +$3.65M
SMCI icon
67
Super Micro Computer
SMCI
$21.2B
$15.7M 0.15%
554,050
+435,750
+368% +$12.1M
XP icon
68
XP
XP
$8.35B
$15.5M 0.15%
+594,920
New +$13.6M
HLNE icon
69
Hamilton Lane
HLNE
$5.49B
$15.4M 0.15%
136,100
+94,482
+227% +$8.94M
ONC
70
BeOne Medicines Ltd
ONC
$40.6B
$15.1M 0.15%
83,985
-3,744
-4% -$677K
KNSL icon
71
Kinsale Capital Group
KNSL
$8.42B
$14.8M 0.15%
44,135
+23,728
+116% +$8.8M
ARCO icon
72
Arcos Dorados Holdings
ARCO
$1.7B
$14.3M 0.14%
1,126,000
+262,390
+30% +$2.81M
PRO
73
DELISTED
PROS Holdings
PRO
$14.1M 0.14%
363,852
+257,777
+243% +$9.27M
OPCH icon
74
Option Care Health
OPCH
$3.66B
$13.3M 0.13%
394,125
+230,650
+141% +$7.09M
AVAV icon
75
AeroVironment
AVAV
$9.5B
$12.9M 0.13%
102,155
+90,225
+756% +$11M
1 2
3
4 5

Similar funds

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
MOACM
Mutual of America Capital Management New York $8.8B AUM 29.06% 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.