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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
+25.1%
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
$12.2B
AUM Growth
+$1.77B
Cap. Flow
-$152M
Cap. Flow %
-1.24%
Top 10 Hldgs %
58.05%
Holding
156
New
20
Increased
53
Reduced
64
Closed
18

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$498M
2
NVDA icon
NVIDIA
NVDA
+$420M
3
PM icon
Philip Morris
PM
+$263M
4
AMZN icon
Amazon
AMZN
+$195M
5
GEV icon
GE Vernova
GEV
+$131M

Top Sells

Rank Stock Value
1
AJG icon
Arthur J. Gallagher & Co
AJG
+$192M
2
META icon
Meta Platforms (Facebook)
META
+$164M
3
BX icon
Blackstone
BX
+$159M
4
BSX icon
Boston Scientific
BSX
+$146M
5
BRBR icon
BellRing Brands
BRBR
+$128M

Sector Composition

Rank Sector Weight
1 Technology 27.91%
2 Communication Services 21.21%
3 Financials 17.4%
4 Consumer Discretionary 13.66%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVLT icon
76
Commault Systems
CVLT
$5.61B
$8.61M 0.07%
49,395
-2,380
-5% -$406K
MIR icon
77
Mirion Technologies
MIR
$3.91B
$8.45M 0.07%
+392,685
New +$6.77M
OSIS icon
78
OSI Systems
OSIS
$3.89B
$8.45M 0.07%
37,578
-674
-2% -$144K
NU icon
79
Nu Holdings
NU
$66.9B
$8.15M 0.07%
594,000
-126,340
-18% -$1.51M
KOF icon
80
Coca-Cola Femsa
KOF
$23.2B
$8.08M 0.07%
+83,549
New +$7.92M
IEMG icon
81
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$8.05M 0.07%
134,100
+7,000
+6% +$391K
OLLI icon
82
Ollie's Bargain Outlet
OLLI
$4.94B
$7.95M 0.07%
60,296
+19,487
+48% +$2.23M
MRCY icon
83
Mercury Systems
MRCY
$6.52B
$7.65M 0.06%
142,108
+74,483
+110% +$3.63M
ITGR icon
84
Integer Holdings
ITGR
$4.26B
$7.65M 0.06%
62,230
+24,458
+65% +$2.92M
ALKT icon
85
Alkami Technology
ALKT
$2.11B
$7.58M 0.06%
251,610
+13,773
+6% +$383K
OPCH icon
86
Option Care Health
OPCH
$3.56B
$7.52M 0.06%
231,578
-130,037
-36% -$4.2M
BAP icon
87
Credicorp
BAP
$30.7B
$7.11M 0.06%
31,829
-1,128
-3% -$229K
KEX icon
88
Kirby Corp
KEX
$6.93B
$7.08M 0.06%
62,447
+10,485
+20% +$1.1M
MWA icon
89
Mueller Water Products
MWA
$4.16B
$6.8M 0.06%
283,035
-135,850
-32% -$3.36M
HDB icon
90
HDFC Bank
HDB
$121B
$6.65M 0.05%
173,400
+115,200
+198% +$4.18M
MTDR icon
91
Matador Resources
MTDR
$6.09B
$6.61M 0.05%
138,555
-15,274
-10% -$674K
PLMR icon
92
Palomar
PLMR
$3.45B
$6.51M 0.05%
42,183
+18,467
+78% +$2.86M
RDNT icon
93
RadNet
RDNT
$5.69B
$6.23M 0.05%
109,540
-2,798
-2% -$154K
INSM icon
94
Insmed
INSM
$28.6B
$6.11M 0.05%
60,741
-19,184
-24% -$1.47M
AMP icon
95
Ameriprise Financial
AMP
$48.8B
$5.54M 0.05%
10,381
-235,485
-96% -$116M
IWO icon
96
iShares Russell 2000 Growth ETF
IWO
$15B
$5.32M 0.04%
18,600
-9,900
-35% -$2.61M
EXLS icon
97
EXL Service
EXLS
$5.29B
$5.14M 0.04%
117,405
-203,365
-63% -$9.29M
BPMC
98
DELISTED
Blueprint Medicines
BPMC
$5.09M 0.04%
39,676
+4,834
+14% +$502K
ORCL icon
99
Oracle
ORCL
$423B
$4.49M 0.04%
+20,546
New +$3.32M
NTES icon
100
NetEase
NTES
$84.7B
$4.44M 0.04%
+33,006
New +$3.79M
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 2025 Portfolio in Review

As of Q2 2025, Axiom Investors held 156 positions worth $12.2B, up 17% from $10.4B the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Axiom Investors's Q2 2025 filing shows 20 new, 53 increased, 64 reduced and 18 closed positions. Its largest new stake was Philip Morris: 1,532,403 shares worth $279M. The largest sale was Arthur J. Gallagher & Co, an estimated $192M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 18% a quarter earlier, followed by Communication Services and Financials.

  • Axiom Investors's largest Q2 2025 buy was Philip Morris: 1,532,403 shares worth $279M.
  • Axiom Investors added most to Microsoft in Q2 2025, an estimated $498M increase.
  • Axiom Investors's biggest Q2 2025 reduction was Arthur J. Gallagher & Co, cutting an estimated $192M.
  • Axiom Investors fully exited Primo Brands in Q2 2025, selling an estimated $115M.
  • Axiom Investors's ten largest holdings make up 58% of its $12.2B portfolio in Q2 2025.
  • Axiom Investors opened 20 new positions and closed 18 in Q2 2025.
  • Axiom Investors's portfolio value rose 17% quarter-over-quarter to $12.2B.

Based on Axiom Investors's 13F filing for Q2 2025, filed 7 Aug 2025.