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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
+9.69%
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
$13.6B
AUM Growth
+$2.18B
Cap. Flow
+$1.46B
Cap. Flow %
10.72%
Top 10 Hldgs %
57.55%
Holding
147
New
20
Increased
66
Reduced
47
Closed
13

Top Buys

Rank Stock Value
1
BSX icon
Boston Scientific
BSX
+$223M
2
JPM icon
JPMorgan Chase
JPM
+$217M
3
MS icon
Morgan Stanley
MS
+$192M
4
META icon
Meta Platforms (Facebook)
META
+$186M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$173M

Top Sells

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$298M
2
LLY icon
Eli Lilly
LLY
+$229M
3
BAH icon
Booz Allen Hamilton
BAH
+$206M
4
BLD
TopBuild
BLD
+$92.4M
5
CDNS icon
Cadence Design Systems
CDNS
+$87.6M

Sector Composition

Rank Sector Weight
1 Technology 34.21%
2 Communication Services 20.19%
3 Financials 15.39%
4 Consumer Discretionary 13.54%
5 Industrials 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRDO icon
76
Credo Technology Group
CRDO
$47.2B
$16.7M 0.12%
+247,806
New +$12.3M
SPSC icon
77
SPS Commerce
SPSC
$2.65B
$16.3M 0.12%
88,783
+1,580
+2% +$296K
SPXC icon
78
SPX Corp
SPXC
$10.8B
$16.2M 0.12%
111,289
-611
-0.5% -$98.5K
BMI icon
79
Badger Meter
BMI
$3.95B
$15.7M 0.12%
73,993
-2,314
-3% -$504K
SCCO icon
80
Southern Copper
SCCO
$169B
$14.6M 0.11%
+169,304
New +$16.9M
CASY icon
81
Casey's General Stores
CASY
$30.7B
$14.3M 0.11%
36,208
-21,851
-38% -$8.8M
IWO icon
82
iShares Russell 2000 Growth ETF
IWO
$14.9B
$13.5M 0.1%
46,800
-3,200
-6% -$947K
RACE icon
83
Ferrari
RACE
$71.3B
$12.7M 0.09%
29,959
+9,772
+48% +$4.41M
RBC icon
84
RBC Bearings
RBC
$17.9B
$12.6M 0.09%
42,040
+14,916
+55% +$4.59M
KEX icon
85
Kirby Corp
KEX
$6.97B
$12.6M 0.09%
118,768
+29,736
+33% +$3.58M
MTDR icon
86
Matador Resources
MTDR
$6.33B
$12M 0.09%
214,164
+50,109
+31% +$2.76M
FTAI icon
87
FTAI Aviation
FTAI
$22.1B
$11.5M 0.09%
80,119
-41,881
-34% -$6.17M
AGYS icon
88
Agilysys
AGYS
$3.04B
$11.5M 0.08%
87,286
-6,453
-7% -$790K
PSN icon
89
Parsons
PSN
$4.95B
$11.4M 0.08%
123,350
-131,397
-52% -$13.4M
VRNS icon
90
Varonis Systems
VRNS
$5.03B
$10.9M 0.08%
245,235
-51,755
-17% -$2.69M
EXPO icon
91
Exponent
EXPO
$3.24B
$10.6M 0.08%
118,567
+1,810
+2% +$182K
TXRH icon
92
Texas Roadhouse
TXRH
$13.8B
$10.3M 0.08%
57,255
-7,630
-12% -$1.44M
FLIN icon
93
Franklin FTSE India ETF
FLIN
$2.68B
$9.75M 0.07%
257,300
+48,800
+23% +$1.93M
NOVT icon
94
Novanta
NOVT
$6.3B
$9.54M 0.07%
62,432
-18,081
-22% -$3.06M
YPF icon
95
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.6B
$9.16M 0.07%
+215,590
New +$7.07M
WING icon
96
Wingstop
WING
$3.17B
$8.83M 0.07%
31,060
-7,858
-20% -$2.67M
WHD icon
97
Cactus
WHD
$5.63B
$8.71M 0.06%
149,317
+30,851
+26% +$1.94M
LNTH icon
98
Lantheus
LNTH
$6.59B
$8.66M 0.06%
96,850
-4,922
-5% -$479K
CCEP icon
99
Coca-Cola Europacific Partners
CCEP
$47B
$8.61M 0.06%
112,125
+38,541
+52% +$2.98M
IEMG icon
100
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$8.3M 0.06%
158,900
-600
-0.4% -$33.2K
2 3
4
5 6

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VAS
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AI
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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 2024 Portfolio in Review

As of Q4 2024, Axiom Investors held 147 positions worth $13.6B, up 19% from $11.4B the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Axiom Investors deployed $1.46B of net new capital in Q4 2024, opening 20 new positions and adding to 66 existing holdings. Its largest new stake was JPMorgan Chase: 930,284 shares worth $223M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, down from 36% a quarter earlier, followed by Communication Services and Financials.

On the sell side, the largest reduction was Mercado Libre, an estimated $298M trimmed.

  • Axiom Investors's largest Q4 2024 buy was JPMorgan Chase: 930,284 shares worth $223M.
  • Axiom Investors added most to Boston Scientific in Q4 2024, an estimated $223M increase.
  • Axiom Investors's biggest Q4 2024 reduction was Mercado Libre, cutting an estimated $298M.
  • Axiom Investors fully exited TopBuild in Q4 2024, selling an estimated $92.4M.
  • Axiom Investors's ten largest holdings make up 58% of its $13.6B portfolio in Q4 2024.
  • Axiom Investors opened 20 new positions and closed 13 in Q4 2024.
  • Axiom Investors's portfolio value rose 19% quarter-over-quarter to $13.6B.

Based on Axiom Investors's 13F filing for Q4 2024, filed 12 Feb 2025.