We are live on ! Find out more
AI

Axiom Investors Portfolio holdings

AUM $8.99B
1-Year Est. Return 44.68%
This Fund
S&P 500
This Quarter Est. Return
+20.3%
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
$3.26B
AUM Growth
+$389M
Cap. Flow
-$91.4M
Cap. Flow %
-2.81%
Top 10 Hldgs %
51.28%
Holding
144
New
15
Increased
28
Reduced
76
Closed
22

Top Buys

Rank Stock Value
1
BABA icon
Alibaba
BABA
+$119M
2
CPA icon
Copa Holdings
CPA
+$69M
3
NBIS
Nebius Group N.V.
NBIS
+$43.9M
4
TSM icon
TSMC
TSM
+$18.9M
5
IDXX icon
Idexx Laboratories
IDXX
+$18.9M

Top Sells

Rank Stock Value
1
BIDU icon
Baidu
BIDU
+$62.8M
2
ITUB icon
Itaú Unibanco
ITUB
+$57.1M
3
AMX icon
America Movil
AMX
+$38.1M
4
BAP icon
Credicorp
BAP
+$25M
5
AAPL icon
Apple
AAPL
+$22.7M

Sector Composition

Rank Sector Weight
1 Technology 22.78%
2 Consumer Discretionary 20.44%
3 Financials 18.26%
4 Communication Services 11.41%
5 Healthcare 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FRPT icon
76
Freshpet
FRPT
$3.22B
$4.39M 0.13%
+103,830
New +$4M
SMPL icon
77
Simply Good Foods
SMPL
$982M
$4.38M 0.13%
212,760
-7,390
-3% -$148K
TREX icon
78
Trex
TREX
$5.01B
$4.1M 0.13%
+133,340
New +$4.66M
PODD icon
79
Insulet
PODD
$9.79B
$3.68M 0.11%
38,729
-7,562
-16% -$648K
TNDM icon
80
Tandem Diabetes Care
TNDM
$1.56B
$3.53M 0.11%
+55,655
New +$2.92M
NGVT icon
81
Ingevity
NGVT
$2.68B
$3.48M 0.11%
32,964
-3,312
-9% -$333K
CDNA icon
82
CareDx
CDNA
$2.42B
$3.26M 0.1%
+103,525
New +$3.02M
OMCL icon
83
Omnicell
OMCL
$1.68B
$3.11M 0.1%
38,458
-40,640
-51% -$3.04M
BSAC icon
84
Banco Santander Chile
BSAC
$16.6B
$2.93M 0.09%
98,440
-140,900
-59% -$4.4M
PGR icon
85
Progressive
PGR
$125B
$2.87M 0.09%
39,820
– –
UCB
86
United Community Banks
UCB
$4.28B
$2.86M 0.09%
114,570
+1,125
+1% +$29.2K
WPX
87
DELISTED
WPX Energy, Inc.
WPX
$2.85M 0.09%
217,120
-78,625
-27% -$987K
MPWR icon
88
Monolithic Power Systems
MPWR
$68.9B
$2.84M 0.09%
20,930
-1,027
-5% -$135K
MA icon
89
Mastercard
MA
$493B
$2.73M 0.08%
11,603
-29,833
-72% -$6.42M
MSA icon
90
Mine Safety
MSA
$7.49B
$2.73M 0.08%
26,422
-16,764
-39% -$1.69M
WTFC icon
91
Wintrust Financial
WTFC
$10.7B
$2.64M 0.08%
39,149
+3,530
+10% +$252K
ATSG
92
DELISTED
Air Transport Services Group
ATSG
$2.37M 0.07%
102,754
-88,941
-46% -$2.05M
TYL icon
93
Tyler Technologies
TYL
$12.8B
$2.08M 0.06%
10,177
-7,704
-43% -$1.53M
IEMG icon
94
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$2.07M 0.06%
40,100
-5,500
-12% -$279K
VIAV icon
95
Viavi Solutions
VIAV
$9.66B
$2.03M 0.06%
+164,135
New +$1.92M
LULU icon
96
lululemon athletica
LULU
$14.6B
$1.99M 0.06%
12,160
+8,256
+211% +$1.21M
HAE icon
97
Haemonetics
HAE
$4B
$1.99M 0.06%
22,752
-21,317
-48% -$1.94M
COUP
98
DELISTED
Coupa Software Incorporated
COUP
$1.98M 0.06%
21,730
-4,693
-18% -$402K
LFUS icon
99
Littelfuse
LFUS
$11.6B
$1.95M 0.06%
10,661
+5,148
+93% +$950K
KNSL icon
100
Kinsale Capital Group
KNSL
$8.51B
$1.93M 0.06%
+28,110
New +$1.76M
2 3
4
5 6

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 Q1 2019 Portfolio in Review

As of Q1 2019, Axiom Investors held 144 positions worth $3.26B, up 14% from $2.87B the previous quarter. Its ten largest holdings account for 51% of the portfolio.

Axiom Investors's Q1 2019 filing shows 15 new, 28 increased, 76 reduced and 22 closed positions. Its largest new stake was Idexx Laboratories: 91,443 shares worth $20.4M. The largest sale was Baidu, an estimated $62.8M.

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

  • Axiom Investors's largest Q1 2019 buy was Idexx Laboratories: 91,443 shares worth $20.4M.
  • Axiom Investors added most to Alibaba in Q1 2019, an estimated $119M increase.
  • Axiom Investors's biggest Q1 2019 reduction was Baidu, cutting an estimated $62.8M.
  • Axiom Investors fully exited America Movil in Q1 2019, selling an estimated $38.1M.
  • Axiom Investors's ten largest holdings make up 51% of its $3.26B portfolio in Q1 2019.
  • Axiom Investors opened 15 new positions and closed 22 in Q1 2019.
  • Axiom Investors's portfolio value rose 14% quarter-over-quarter to $3.26B.

Based on Axiom Investors's 13F filing for Q1 2019, filed 13 May 2019.