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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
SCCO icon
51
Southern Copper
SCCO
$166B
$15.1M 0.12%
154,583
-26,317
-15% -$2.32M
RBC icon
52
RBC Bearings
RBC
$18B
$14.9M 0.12%
38,807
-1,370
-3% -$484K
CASY icon
53
Casey's General Stores
CASY
$30.9B
$14.6M 0.12%
28,617
+8,357
+41% +$3.85M
FSS icon
54
Federal Signal
FSS
$7.83B
$14.5M 0.12%
136,526
+7,096
+5% +$632K
CWST icon
55
Casella Waste Systems
CWST
$5.69B
$14.3M 0.12%
124,332
+2,872
+2% +$332K
MMSI icon
56
Merit Medical Systems
MMSI
$5.32B
$14M 0.11%
149,709
+5,983
+4% +$567K
CLS icon
57
Celestica
CLS
$36.5B
$13.2M 0.11%
84,340
-28,374
-25% -$3.02M
CRDO icon
58
Credo Technology Group
CRDO
$46.6B
$13.2M 0.11%
142,049
+57,689
+68% +$3.36M
HQY icon
59
HealthEquity
HQY
$8.75B
$13M 0.11%
124,269
+30,615
+33% +$2.9M
FFIN icon
60
First Financial Bankshares
FFIN
$4.97B
$13M 0.11%
361,775
+21,355
+6% +$740K
BEKE icon
61
KE Holdings
BEKE
$18.8B
$12.8M 0.11%
721,480
-550,140
-43% -$10.6M
QTWO icon
62
Q2 Holdings
QTWO
$3.92B
$12.1M 0.1%
129,634
+16,529
+15% +$1.39M
VSEC icon
63
VSE Corp
VSEC
$6.12B
$12M 0.1%
91,734
+17,432
+23% +$2.17M
STRL icon
64
Sterling Infrastructure
STRL
$16.7B
$12M 0.1%
52,012
+19,494
+60% +$3.4M
MC icon
65
Moelis & Co
MC
$4.94B
$11.9M 0.1%
190,750
+42,620
+29% +$2.39M
SF
66
Stifel
SF
$12.6B
$11.3M 0.09%
163,640
-47,437
-22% -$2.91M
SXT icon
67
Sensient Technologies
SXT
$5.53B
$9.98M 0.08%
+101,310
New +$9.06M
NVMI
68
Nova
NVMI
$12.5B
$9.91M 0.08%
36,017
+9,305
+35% +$1.89M
SPXC icon
69
SPX Corp
SPXC
$10.8B
$9.82M 0.08%
58,591
+16,173
+38% +$2.37M
PIPR icon
70
Piper Sandler
PIPR
$5.29B
$9.29M 0.08%
133,704
-9,492
-7% -$591K
BOOT icon
71
Boot Barn
BOOT
$4.95B
$9.28M 0.08%
+61,032
New +$8.1M
EAT icon
72
Brinker International
EAT
$9.66B
$9.27M 0.08%
51,407
-2,794
-5% -$438K
AGX icon
73
Argan
AGX
$8.37B
$9.12M 0.07%
+41,346
New +$7.45M
BMI icon
74
Badger Meter
BMI
$4.03B
$8.8M 0.07%
35,912
-6,831
-16% -$1.55M
VRNS icon
75
Varonis Systems
VRNS
$5B
$8.63M 0.07%
170,045
+62,577
+58% +$2.85M
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.