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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
+17.67%
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
$10.2B
AUM Growth
+$3.24B
Cap. Flow
+$1.96B
Cap. Flow %
19.19%
Top 10 Hldgs %
50.24%
Holding
152
New
20
Increased
94
Reduced
18
Closed
18

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$315M
2
PANW icon
Palo Alto Networks
PANW
+$200M
3
AMZN icon
Amazon
AMZN
+$143M
4
MDB icon
MongoDB
MDB
+$143M
5
NVDA icon
NVIDIA
NVDA
+$98.4M

Top Sells

Rank Stock Value
1
MSCI icon
MSCI
MSCI
+$86.4M
2
YUMC icon
Yum China
YUMC
+$78.4M
3
BIDU icon
Baidu
BIDU
+$67.1M
4
CPRT icon
Copart
CPRT
+$53M
5
TCOM icon
Trip.com Group
TCOM
+$52.9M

Sector Composition

Rank Sector Weight
1 Technology 44.92%
2 Consumer Discretionary 14.2%
3 Healthcare 10.39%
4 Financials 9.24%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWO icon
76
iShares Russell 2000 Growth ETF
IWO
$14.9B
$12.7M 0.12%
+50,400
New +$11.4M
CXT icon
77
Crane NXT
CXT
$2.93B
$12.5M 0.12%
219,740
+143,410
+188% +$7.61M
ALTR
78
DELISTED
Altair Engineering Inc
ALTR
$12.2M 0.12%
145,471
+82,881
+132% +$5.76M
RBC icon
79
RBC Bearings
RBC
$17.7B
$12M 0.12%
42,240
+27,991
+196% +$6.86M
NOVT icon
80
Novanta
NOVT
$6.23B
$11.1M 0.11%
65,628
+38,061
+138% +$5.55M
WING icon
81
Wingstop
WING
$3.21B
$11M 0.11%
+42,895
New +$9.27M
EXPO icon
82
Exponent
EXPO
$3.26B
$10.5M 0.1%
119,063
+63,855
+116% +$5.23M
PSN icon
83
Parsons
PSN
$4.94B
$10.3M 0.1%
+164,390
New +$9.94M
DUOL icon
84
Duolingo
DUOL
$6.3B
$10.2M 0.1%
44,800
+31,426
+235% +$6.11M
CWAN
85
DELISTED
Clearwater Analytics
CWAN
$10.1M 0.1%
+505,030
New +$9.95M
NICE icon
86
Nice
NICE
$5.98B
$9.8M 0.1%
49,135
+5,165
+12% +$929K
VRNS icon
87
Varonis Systems
VRNS
$5.01B
$9.76M 0.1%
+215,525
New +$8.11M
MTDR icon
88
Matador Resources
MTDR
$6.38B
$9.62M 0.09%
169,210
+118,225
+232% +$6.92M
RACE icon
89
Ferrari
RACE
$71.7B
$9.47M 0.09%
27,971
-718
-3% -$240K
VERX icon
90
Vertex
VERX
$1.99B
$9.25M 0.09%
+343,470
New +$8.8M
RELY icon
91
Remitly
RELY
$4.94B
$9.16M 0.09%
471,535
+347,420
+280% +$7.79M
WH icon
92
Wyndham Hotels & Resorts
WH
$5.31B
$8.6M 0.08%
106,980
+74,705
+231% +$5.62M
KSA icon
93
iShares MSCI Saudi Arabia ETF
KSA
$624M
$8.58M 0.08%
202,600
+28,100
+16% +$1.1M
TXRH icon
94
Texas Roadhouse
TXRH
$13.7B
$8.37M 0.08%
68,511
+51,720
+308% +$5.53M
FCFS icon
95
FirstCash
FCFS
$9.08B
$8.35M 0.08%
+77,007
New +$8.33M
MMSI icon
96
Merit Medical Systems
MMSI
$5.39B
$7.75M 0.08%
101,993
+56,709
+125% +$3.96M
SF
97
Stifel
SF
$12.7B
$7.38M 0.07%
160,088
+114,113
+248% +$4.69M
WSC icon
98
WillScot Mobile Mini Holdings
WSC
$4.37B
$6.85M 0.07%
153,914
+87,855
+133% +$3.55M
IBN icon
99
ICICI Bank
IBN
$108B
$6.8M 0.07%
285,400
+98,780
+53% +$2.27M
DFH icon
100
Dream Finders Homes
DFH
$1.29B
$6.72M 0.07%
+189,084
New +$4.7M
2 3
4
5 6

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
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
MOACM
Mutual of America Capital Management New York $8.8B AUM 29.06% 1-Year Est. Return

Axiom Investors's Q4 2023 Portfolio in Review

As of Q4 2023, Axiom Investors held 152 positions worth $10.2B, up 47% from $6.95B the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Axiom Investors deployed $1.96B of net new capital in Q4 2023, opening 20 new positions and adding to 94 existing holdings. Its largest new stake was MongoDB: 376,641 shares worth $154M.

By sector, the portfolio is most concentrated in Technology at 45% of assets, up from 41% a quarter earlier, followed by Consumer Discretionary and Healthcare.

On the sell side, the largest reduction was MSCI, an estimated $86.4M trimmed.

  • Axiom Investors's largest Q4 2023 buy was MongoDB: 376,641 shares worth $154M.
  • Axiom Investors added most to Meta Platforms (Facebook) in Q4 2023, an estimated $315M increase.
  • Axiom Investors's biggest Q4 2023 reduction was MSCI, cutting an estimated $86.4M.
  • Axiom Investors fully exited Yum China in Q4 2023, selling an estimated $78.4M.
  • Axiom Investors's ten largest holdings make up 50% of its $10.2B portfolio in Q4 2023.
  • Axiom Investors opened 20 new positions and closed 18 in Q4 2023.
  • Axiom Investors's portfolio value rose 47% quarter-over-quarter to $10.2B.

Based on Axiom Investors's 13F filing for Q4 2023, filed 12 Feb 2024.