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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
GLOB icon
51
Globant
GLOB
$1.61B
$28.6M 0.21%
133,176
+46,649
+54% +$10.2M
EMBJ
52
Embraer S.A. ADS
EMBJ
$13B
$28.3M 0.21%
772,282
+126,500
+20% +$4.55M
VERX icon
53
Vertex
VERX
$1.94B
$26.9M 0.2%
503,578
+28,568
+6% +$1.39M
TBBB icon
54
BBB Foods
TBBB
$4.92B
$26.1M 0.19%
924,568
-317,291
-26% -$9.89M
TSLA icon
55
Tesla
TSLA
$1.3T
$26M 0.19%
64,475
+7,477
+13% +$2.41M
QTWO icon
56
Q2 Holdings
QTWO
$3.92B
$23.7M 0.17%
235,450
-30,140
-11% -$2.86M
SF
57
Stifel
SF
$12.6B
$23.1M 0.17%
326,351
+15,059
+5% +$1.08M
MOD icon
58
Modine Manufacturing
MOD
$10.4B
$21.4M 0.16%
184,630
+11,899
+7% +$1.53M
GRAB icon
59
Grab
GRAB
$14.9B
$21M 0.15%
+4,449,700
New +$20.2M
MC icon
60
Moelis & Co
MC
$4.94B
$20.9M 0.15%
283,193
+97,241
+52% +$7.04M
ENSG icon
61
The Ensign Group
ENSG
$10.7B
$20.8M 0.15%
156,844
+2,650
+2% +$385K
CWAN
62
DELISTED
Clearwater Analytics
CWAN
$20.5M 0.15%
745,800
+63,340
+9% +$1.8M
EXLS icon
63
EXL Service
EXLS
$5.29B
$20.4M 0.15%
+460,085
New +$19.9M
STRL icon
64
Sterling Infrastructure
STRL
$16.7B
$20.4M 0.15%
+120,945
New +$20.9M
BAH icon
65
Booz Allen Hamilton
BAH
$9.15B
$20.3M 0.15%
157,440
-1,324,521
-89% -$206M
RDNT icon
66
RadNet
RDNT
$5.69B
$19.5M 0.14%
279,467
+88,372
+46% +$6.52M
CR icon
67
Crane Co
CR
$12.7B
$18.8M 0.14%
123,764
-5,669
-4% -$935K
CWST icon
68
Casella Waste Systems
CWST
$5.69B
$18.3M 0.14%
173,192
+34,684
+25% +$3.66M
MMSI icon
69
Merit Medical Systems
MMSI
$5.32B
$18M 0.13%
186,018
-27,599
-13% -$2.75M
NU icon
70
Nu Holdings
NU
$66.9B
$17.7M 0.13%
1,706,260
-2,924,225
-63% -$38.9M
ALKT icon
71
Alkami Technology
ALKT
$2.11B
$17.4M 0.13%
+475,670
New +$17.8M
HLNE icon
72
Hamilton Lane
HLNE
$5.57B
$17M 0.13%
115,105
-37,217
-24% -$6.63M
FSS icon
73
Federal Signal
FSS
$7.83B
$17M 0.13%
184,375
-4,300
-2% -$395K
FFIN icon
74
First Financial Bankshares
FFIN
$4.97B
$16.9M 0.12%
+469,825
New +$18.2M
PIPR icon
75
Piper Sandler
PIPR
$5.29B
$16.7M 0.12%
223,080
+69,044
+45% +$5.37M
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.