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
+21.25%
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
$6.16B
AUM Growth
+$1.08B
Cap. Flow
+$152M
Cap. Flow %
2.47%
Top 10 Hldgs %
54.08%
Holding
122
New
9
Increased
49
Reduced
51
Closed
10

Top Buys

Rank Stock Value
1
SE icon
Sea Limited
SE
+$123M
2
MELI icon
Mercado Libre
MELI
+$51.8M
3
PYPL icon
PayPal
PYPL
+$39.1M
4
TSLA icon
Tesla
TSLA
+$37.9M
5
DHR icon
Danaher
DHR
+$36.2M

Top Sells

Rank Stock Value
1
V icon
Visa
V
+$85.8M
2
EL icon
Estee Lauder
EL
+$53.8M
3
BIDU icon
Baidu
BIDU
+$44.1M
4
GRFS
Grifois
GRFS
+$37.4M
5
META icon
Meta Platforms (Facebook)
META
+$36.8M

Sector Composition

Rank Sector Weight
1 Technology 34.76%
2 Consumer Discretionary 33.27%
3 Financials 9.01%
4 Healthcare 6.95%
5 Communication Services 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QDEL icon
76
QuidelOrtho
QDEL
$938M
$4.37M 0.07%
19,933
-3,064
-13% -$684K
SLAB icon
77
Silicon Laboratories
SLAB
$7.2B
$4.14M 0.07%
42,304
+10,241
+32% +$1.03M
NOVT icon
78
Novanta
NOVT
$6.2B
$3.94M 0.06%
37,402
-1,566
-4% -$166K
JBTM
79
JBT Marel
JBTM
$6.35B
$3.93M 0.06%
42,765
+16,625
+64% +$1.59M
FSS icon
80
Federal Signal
FSS
$7.74B
$3.9M 0.06%
133,258
+44,628
+50% +$1.38M
MSA icon
81
Mine Safety
MSA
$7.45B
$3.89M 0.06%
28,988
-6,868
-19% -$841K
PGNY icon
82
Progyny
PGNY
$2.18B
$3.53M 0.06%
119,974
+28,509
+31% +$786K
REXR icon
83
Rexford Industrial Realty
REXR
$8.13B
$3.39M 0.05%
73,998
-22,182
-23% -$1.01M
XYZ
84
Block Inc
XYZ
$47.5B
$3.35M 0.05%
+20,638
New +$2.91M
GDS icon
85
GDS Holdings
GDS
$6.29B
$3.28M 0.05%
40,090
+8,788
+28% +$704K
EVBG
86
DELISTED
Everbridge, Inc. Common Stock
EVBG
$2.99M 0.05%
23,794
-23,827
-50% -$3.23M
XP icon
87
XP
XP
$8.37B
$2.96M 0.05%
70,920
+13,530
+24% +$618K
ADUS icon
88
Addus HomeCare
ADUS
$2.23B
$2.54M 0.04%
26,880
+11,798
+78% +$1.11M
WDFC icon
89
WD-40
WDFC
$3.15B
$2.38M 0.04%
12,549
-2,276
-15% -$447K
NVMI
90
Nova
NVMI
$12.2B
$2.27M 0.04%
43,466
-6,908
-14% -$354K
EDU icon
91
New Oriental
EDU
$9.24B
$2.2M 0.04%
14,700
– –
VIAV icon
92
Viavi Solutions
VIAV
$9.18B
$2.12M 0.03%
180,629
-244,701
-58% -$3.18M
IMMU
93
DELISTED
Immunomedics Inc
IMMU
$1.96M 0.03%
23,060
-108,260
-82% -$5.47M
STAA icon
94
STAAR Surgical
STAA
$1.25B
$1.96M 0.03%
34,579
-49,626
-59% -$2.67M
EVER icon
95
EverQuote
EVER
$900M
$1.95M 0.03%
50,485
-14,145
-22% -$637K
AMT icon
96
American Tower
AMT
$78.8B
$1.8M 0.03%
7,446
+2,433
+49% +$617K
COLD icon
97
Americold
COLD
$4.17B
$1.67M 0.03%
46,770
-17,805
-28% -$673K
GRFS
98
Grifois
GRFS
$5.48B
$1.6M 0.03%
92,120
-2,117,560
-96% -$37.4M
SF
99
Stifel
SF
$12.7B
$1.6M 0.03%
71,026
-31,923
-31% -$713K
ZM icon
100
Zoom
ZM
$31.4B
$1.45M 0.02%
+3,074
New +$983K
1 2 3
4
5

Similar funds

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
MOACM
Mutual of America Capital Management New York $8.8B AUM 29.06% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Axiom Investors's Q3 2020 Portfolio in Review

As of Q3 2020, Axiom Investors held 122 positions worth $6.16B, up 21% from $5.08B the previous quarter. Its ten largest holdings account for 54% of the portfolio.

Axiom Investors's Q3 2020 filing shows 9 new, 49 increased, 51 reduced and 10 closed positions. Its largest new stake was Tesla: 321,396 shares worth $46M. The largest sale was Visa, an estimated $85.8M.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 33% a quarter earlier, followed by Consumer Discretionary and Financials.

  • Axiom Investors's largest Q3 2020 buy was Tesla: 321,396 shares worth $46M.
  • Axiom Investors added most to Sea Limited in Q3 2020, an estimated $123M increase.
  • Axiom Investors's biggest Q3 2020 reduction was Visa, cutting an estimated $85.8M.
  • Axiom Investors fully exited Baidu in Q3 2020, selling an estimated $44.1M.
  • Axiom Investors's ten largest holdings make up 54% of its $6.16B portfolio in Q3 2020.
  • Axiom Investors opened 9 new positions and closed 10 in Q3 2020.
  • Axiom Investors's portfolio value rose 21% quarter-over-quarter to $6.16B.

Based on Axiom Investors's 13F filing for Q3 2020, filed 12 Nov 2020.