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Axiom Investors Portfolio holdings

AUM $11.6B
1-Year Est. Return 69.67%
This Fund
S&P 500
This Quarter Est. Return
+0.85%
1 Year Est. Return
+69.67%
3 Year Est. Return
+301.9%
5 Year Est. Return
+418.17%
10 Year Est. Return
+2,644.26%
AUM
$10.4B
AUM Growth
-$3.15B
Cap. Flow
-$2.69B
Cap. Flow %
-25.85%
Top 10 Hldgs %
45.77%
Holding
161
New
27
Increased
23
Reduced
85
Closed
25

Top Buys

Rank Stock Value
1
SPOT icon
Spotify
SPOT
+$275M
2
BABA icon
Alibaba
BABA
+$241M
3
JPM icon
JPMorgan Chase
JPM
+$201M
4
MS icon
Morgan Stanley
MS
+$200M
5
PGR icon
Progressive
PGR
+$180M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$995M
2
MSFT icon
Microsoft
MSFT
+$506M
3
AMZN icon
Amazon
AMZN
+$402M
4
META icon
Meta Platforms (Facebook)
META
+$391M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$388M

Sector Composition

Rank Sector Weight
1 Financials 24.97%
2 Communication Services 19.79%
3 Technology 18.36%
4 Consumer Discretionary 14.52%
5 Healthcare 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PIPR icon
76
Piper Sandler
PIPR
$5.26B
$8.87M 0.09%
143,196
-79,884
-36% -$5.72M
CASY icon
77
Casey's General Stores
CASY
$29.9B
$8.79M 0.08%
20,260
-15,948
-44% -$6.54M
LNTH icon
78
Lantheus
LNTH
$6.58B
$8.68M 0.08%
88,947
-7,903
-8% -$739K
MC icon
79
Moelis & Co
MC
$4.98B
$8.64M 0.08%
148,130
-135,063
-48% -$9.52M
HQY icon
80
HealthEquity
HQY
$8.73B
$8.28M 0.08%
+93,654
New +$9.61M
CVLT icon
81
Commault Systems
CVLT
$5.57B
$8.17M 0.08%
+51,775
New +$8.52M
BMI icon
82
Badger Meter
BMI
$3.98B
$8.13M 0.08%
42,743
-31,250
-42% -$6.52M
EAT icon
83
Brinker International
EAT
$10.3B
$8.08M 0.08%
+54,201
New +$8.34M
MTDR icon
84
Matador Resources
MTDR
$6.84B
$7.86M 0.08%
153,829
-60,335
-28% -$3.33M
OSIS icon
85
OSI Systems
OSIS
$3.36B
$7.43M 0.07%
+38,252
New +$7.29M
NU icon
86
Nu Holdings
NU
$73.3B
$7.38M 0.07%
720,340
-985,920
-58% -$11.7M
HLNE icon
87
Hamilton Lane
HLNE
$4.56B
$7.3M 0.07%
49,102
-66,003
-57% -$10.1M
IWO icon
88
iShares Russell 2000 Growth ETF
IWO
$15B
$7.28M 0.07%
28,500
-18,300
-39% -$5.16M
AZEK
89
DELISTED
The AZEK Co
AZEK
$6.95M 0.07%
142,120
+6,905
+5% +$327K
IEMG icon
90
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
$6.86M 0.07%
127,100
-31,800
-20% -$1.71M
VERX icon
91
Vertex
VERX
$2.2B
$6.6M 0.06%
188,640
-314,938
-63% -$14.4M
ALKT icon
92
Alkami Technology
ALKT
$2.18B
$6.24M 0.06%
237,837
-237,833
-50% -$7.49M
BAP icon
93
Credicorp
BAP
$30.4B
$6.14M 0.06%
32,957
-161,252
-83% -$29.9M
INSM icon
94
Insmed
INSM
$27.2B
$6.1M 0.06%
79,925
-3,949
-5% -$302K
RDNT icon
95
RadNet
RDNT
$6.02B
$5.59M 0.05%
112,338
-167,129
-60% -$9.88M
TJX icon
96
TJX Companies
TJX
$151B
$5.58M 0.05%
45,802
+3,014
+7% +$366K
SPXC icon
97
SPX Corp
SPXC
$10.3B
$5.46M 0.05%
42,418
-68,871
-62% -$9.86M
KEX icon
98
Kirby Corp
KEX
$7.34B
$5.25M 0.05%
51,962
-66,806
-56% -$6.97M
RACE icon
99
Ferrari
RACE
$72.6B
$5.02M 0.05%
11,725
-18,234
-61% -$8.2M
NVMI
100
Nova
NVMI
$11.7B
$4.92M 0.05%
26,712
-11,473
-30% -$2.65M
2 3
4
5 6

Similar funds

AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
BMSSC
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.6B AUM 34.29% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Axiom Investors's Q1 2025 Portfolio in Review

As of Q1 2025, Axiom Investors held 161 positions worth $10.4B, down 23% from $13.6B the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Axiom Investors withdrew a net $2.69B in Q1 2025, closing 25 positions and reducing 85 holdings. Its most notable exit was Zoetis, an estimated $80M position sold in full.

By sector, the portfolio is most concentrated in Financials at 25% of assets, up from 15% a quarter earlier, followed by Communication Services and Technology.

Against the trend, Axiom Investors opened a new position in Alibaba worth $277M.

  • Axiom Investors's largest Q1 2025 buy was Alibaba: 2,094,150 shares worth $277M.
  • Axiom Investors added most to Spotify in Q1 2025, an estimated $275M increase.
  • Axiom Investors's biggest Q1 2025 reduction was NVIDIA, cutting an estimated $995M.
  • Axiom Investors fully exited Zoetis in Q1 2025, selling an estimated $80M.
  • Axiom Investors's ten largest holdings make up 46% of its $10.4B portfolio in Q1 2025.
  • Axiom Investors opened 27 new positions and closed 25 in Q1 2025.
  • Axiom Investors's portfolio value fell 23% quarter-over-quarter to $10.4B.

Based on Axiom Investors's 13F filing for Q1 2025, filed 14 May 2025.