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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
+6.24%
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
$3.65B
AUM Growth
+$394M
Cap. Flow
+$234M
Cap. Flow %
6.4%
Top 10 Hldgs %
46.74%
Holding
136
New
14
Increased
60
Reduced
44
Closed
16

Top Buys

Rank Stock Value
1
CYBR
CyberArk
CYBR
+$50.9M
2
JD icon
JD.com
JD
+$46.4M
3
META icon
Meta Platforms (Facebook)
META
+$44.5M
4
SPGI icon
S&P Global
SPGI
+$29M
5
V icon
Visa
V
+$28M

Top Sells

Rank Stock Value
1
ITUB icon
Itaú Unibanco
ITUB
+$71.2M
2
HTHT icon
Huazhu Hotels Group
HTHT
+$33.6M
3
CPA icon
Copa Holdings
CPA
+$25.2M
4
TAL icon
TAL Education Group
TAL
+$22M
5
INFY icon
Infosys
INFY
+$19.2M

Sector Composition

Rank Sector Weight
1 Technology 23.53%
2 Consumer Discretionary 20.68%
3 Financials 17.3%
4 Communication Services 12.24%
5 Healthcare 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PODD icon
76
Insulet
PODD
$9.79B
$4.15M 0.11%
34,755
-3,974
-10% -$407K
SMIN icon
77
iShares MSCI India Small-Cap ETF
SMIN
$776M
$3.98M 0.11%
102,800
-24,700
-19% -$967K
CDNA icon
78
CareDx
CDNA
$2.42B
$3.94M 0.11%
109,430
+5,905
+6% +$189K
MA icon
79
Mastercard
MA
$493B
$3.9M 0.11%
14,758
+3,155
+27% +$790K
AVLR
80
DELISTED
Avalara, Inc.
AVLR
$3.77M 0.1%
52,165
+17,755
+52% +$1.15M
ARRY
81
DELISTED
Array Biopharma Inc
ARRY
$3.47M 0.1%
74,885
+4,710
+7% +$132K
KNSL icon
82
Kinsale Capital Group
KNSL
$8.51B
$3.1M 0.09%
33,915
+5,805
+21% +$464K
UCB
83
United Community Banks
UCB
$4.28B
$2.96M 0.08%
103,555
-11,015
-10% -$301K
PGR icon
84
Progressive
PGR
$125B
$2.9M 0.08%
36,280
-3,540
-9% -$274K
JBTM
85
JBT Marel
JBTM
$6.39B
$2.9M 0.08%
23,898
+4,070
+21% +$437K
WWD icon
86
Woodward
WWD
$21.4B
$2.89M 0.08%
25,500
-28,072
-52% -$3.01M
HLNE icon
87
Hamilton Lane
HLNE
$5.57B
$2.74M 0.07%
+47,944
New +$2.41M
NOVT icon
88
Novanta
NOVT
$5.92B
$2.73M 0.07%
28,973
-23,070
-44% -$1.97M
TDOC icon
89
Teladoc Health
TDOC
$1.3B
$2.66M 0.07%
40,000
+6,615
+20% +$386K
WTFC icon
90
Wintrust Financial
WTFC
$10.7B
$2.58M 0.07%
35,229
-3,920
-10% -$286K
VIAV icon
91
Viavi Solutions
VIAV
$9.66B
$2.57M 0.07%
193,255
+29,120
+18% +$377K
ZEN
92
DELISTED
ZENDESK INC
ZEN
$2.38M 0.07%
26,765
-42,445
-61% -$3.65M
MTCH icon
93
Match Group
MTCH
$8.55B
$2.31M 0.06%
+34,420
New +$2.25M
RNG icon
94
RingCentral
RNG
$5.28B
$2.26M 0.06%
19,660
-40,451
-67% -$4.66M
KTOS icon
95
Kratos Defense & Security Solutions
KTOS
$11.4B
$2.22M 0.06%
+97,065
New +$1.83M
MSA icon
96
Mine Safety
MSA
$7.49B
$2.12M 0.06%
20,067
-6,355
-24% -$668K
EYE icon
97
National Vision
EYE
$1.81B
$2.1M 0.06%
68,260
+18,285
+37% +$524K
MDSO
98
DELISTED
Medidata Solutions, Inc.
MDSO
$2.1M 0.06%
23,170
+5,825
+34% +$511K
WPX
99
DELISTED
WPX Energy, Inc.
WPX
$1.94M 0.05%
168,220
-48,900
-23% -$608K
BPMC
100
DELISTED
Blueprint Medicines
BPMC
$1.92M 0.05%
20,327
+4,130
+25% +$341K
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 Q2 2019 Portfolio in Review

As of Q2 2019, Axiom Investors held 136 positions worth $3.65B, up 12% from $3.26B the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Axiom Investors deployed $234M of net new capital in Q2 2019, opening 14 new positions and adding to 60 existing holdings. Its largest new stake was JD.com: 1,611,800 shares worth $48.8M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 23% a quarter earlier, followed by Consumer Discretionary and Financials.

On the sell side, the largest reduction was Itaú Unibanco, an estimated $71.2M trimmed.

  • Axiom Investors's largest Q2 2019 buy was JD.com: 1,611,800 shares worth $48.8M.
  • Axiom Investors added most to CyberArk in Q2 2019, an estimated $50.9M increase.
  • Axiom Investors's biggest Q2 2019 reduction was Itaú Unibanco, cutting an estimated $71.2M.
  • Axiom Investors fully exited Huazhu Hotels Group in Q2 2019, selling an estimated $33.6M.
  • Axiom Investors's ten largest holdings make up 47% of its $3.65B portfolio in Q2 2019.
  • Axiom Investors opened 14 new positions and closed 16 in Q2 2019.
  • Axiom Investors's portfolio value rose 12% quarter-over-quarter to $3.65B.

Based on Axiom Investors's 13F filing for Q2 2019, filed 7 Aug 2019.