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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
BEKE icon
51
KE Holdings
BEKE
$19.7B
$25.5M 0.25%
+1,271,620
New +$25.2M
ONON icon
52
On Holding
ONON
$9.77B
$21.9M 0.21%
499,650
-218,260
-30% -$11.5M
VIST icon
53
Vista Energy
VIST
$7.59B
$19.1M 0.18%
409,363
-393,034
-49% -$20.3M
SCCO icon
54
Southern Copper
SCCO
$180B
$16.1M 0.15%
183,071
+11,735
+7% +$1.04M
TSLA icon
55
Tesla
TSLA
$1.37T
$16M 0.15%
61,877
-2,598
-4% -$866K
MMSI icon
56
Merit Medical Systems
MMSI
$5.41B
$15.2M 0.15%
143,726
-42,292
-23% -$4.36M
EXLS icon
57
EXL Service
EXLS
$5.69B
$15.1M 0.15%
320,770
-139,315
-30% -$6.7M
CCEP icon
58
Coca-Cola Europacific Partners
CCEP
$48.1B
$14.5M 0.14%
166,475
+54,350
+48% +$4.43M
JD icon
59
JD.com
JD
$38.9B
$13.6M 0.13%
+331,480
New +$13.3M
CWST icon
60
Casella Waste Systems
CWST
$5.97B
$13.5M 0.13%
121,460
-51,732
-30% -$5.66M
TBBB icon
61
BBB Foods
TBBB
$6.02B
$13.4M 0.13%
503,627
-420,941
-46% -$11.7M
ENSG icon
62
The Ensign Group
ENSG
$10.5B
$13.3M 0.13%
102,881
-53,963
-34% -$7.14M
SF
63
Stifel
SF
$12.2B
$13.3M 0.13%
211,077
-115,274
-35% -$8.13M
CR icon
64
Crane Co
CR
$12.1B
$13.1M 0.13%
85,333
-38,431
-31% -$6.17M
CWAN
65
DELISTED
Clearwater Analytics
CWAN
$13M 0.12%
483,725
-262,075
-35% -$7.36M
RBC icon
66
RBC Bearings
RBC
$16.3B
$12.9M 0.12%
40,177
-1,863
-4% -$628K
OPCH icon
67
Option Care Health
OPCH
$3.6B
$12.6M 0.12%
361,615
+190,417
+111% +$5.98M
GRAB icon
68
Grab
GRAB
$14.9B
$12.4M 0.12%
2,732,040
-1,717,660
-39% -$8.01M
FFIN icon
69
First Financial Bankshares
FFIN
$4.83B
$12.2M 0.12%
340,420
-129,405
-28% -$4.75M
SFM icon
70
Sprouts Farmers Market
SFM
$8.1B
$11.7M 0.11%
76,573
+25,834
+51% +$3.85M
MWA icon
71
Mueller Water Products
MWA
$3.95B
$10.6M 0.1%
+418,885
New +$10.5M
FSS icon
72
Federal Signal
FSS
$7.42B
$9.52M 0.09%
129,430
-54,945
-30% -$4.91M
QTWO icon
73
Q2 Holdings
QTWO
$4.05B
$9.05M 0.09%
113,105
-122,345
-52% -$10.8M
VSEC icon
74
VSE Corp
VSEC
$6.37B
$8.92M 0.09%
+74,302
New +$7.97M
CLS icon
75
Celestica
CLS
$38.8B
$8.88M 0.09%
112,714
-885,708
-89% -$94M
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.