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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
+16.02%
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
$4.3B
AUM Growth
+$589M
Cap. Flow
+$65.4M
Cap. Flow %
1.52%
Top 10 Hldgs %
48.3%
Holding
132
New
14
Increased
51
Reduced
46
Closed
15

Top Buys

Rank Stock Value
1
BIDU icon
Baidu
BIDU
+$64.6M
2
BABA icon
Alibaba
BABA
+$51.4M
3
KEYS icon
Keysight
KEYS
+$37.6M
4
CPRT icon
Copart
CPRT
+$34.1M
5
GRFS
Grifois
GRFS
+$33.3M

Top Sells

Rank Stock Value
1
NBIS
Nebius Group N.V.
NBIS
+$67.9M
2
AMZN icon
Amazon
AMZN
+$56M
3
FMX icon
Fomento Económico Mexicano
FMX
+$39.9M
4
CPA icon
Copa Holdings
CPA
+$35.3M
5
INXN
Interxion Holding N.V.
INXN
+$27.6M

Sector Composition

Rank Sector Weight
1 Technology 30.42%
2 Consumer Discretionary 24.57%
3 Financials 13.74%
4 Communication Services 10.11%
5 Industrials 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADUS icon
101
Addus HomeCare
ADUS
$2.23B
$2.3M 0.05%
+23,686
New +$2.09M
EYE icon
102
National Vision
EYE
$1.81B
$2.07M 0.05%
63,715
+17,260
+37% +$475K
EVBG
103
DELISTED
Everbridge, Inc. Common Stock
EVBG
$2.03M 0.05%
26,005
+3,135
+14% +$242K
JBTM
104
JBT Marel
JBTM
$6.39B
$2.02M 0.05%
17,890
+6,012
+51% +$644K
EDU icon
105
New Oriental
EDU
$8.98B
$1.78M 0.04%
14,700
+7,028
+92% +$840K
FOXF icon
106
Fox Factory Holding Corp
FOXF
$886M
$1.77M 0.04%
25,500
-5,622
-18% -$363K
PLNT icon
107
Planet Fitness
PLNT
$3.78B
$1.74M 0.04%
23,273
-11,782
-34% -$794K
SHOP icon
108
Shopify
SHOP
$195B
$1.66M 0.04%
41,740
– –
PGNY icon
109
Progyny
PGNY
$2.2B
$1.63M 0.04%
+59,425
New +$1.42M
NOVT icon
110
Novanta
NOVT
$6.29B
$1.54M 0.04%
17,448
+3,567
+26% +$308K
CYRX icon
111
CryoPort
CYRX
$762M
$1.51M 0.04%
92,055
-102,280
-53% -$1.52M
ZM icon
112
Zoom
ZM
$30.6B
$1.29M 0.03%
18,912
-1,050
-5% -$72.3K
ARCO icon
113
Arcos Dorados Holdings
ARCO
$1.74B
$1.03M 0.02%
+130,945
New +$945K
HMSY
114
DELISTED
HMS Holdings Corp.
HMSY
$849K 0.02%
28,690
-99,800
-78% -$3.06M
TEAM icon
115
Atlassian
TEAM
$37.8B
$436K 0.01%
3,625
– –
QTWO icon
116
Q2 Holdings
QTWO
$3.92B
$416K 0.01%
5,130
-39,995
-89% -$3.07M
TCOM icon
117
Trip.com Group
TCOM
$29.1B
$409K 0.01%
12,200
-2,100
-15% -$67.7K
AVGO icon
118
Broadcom
AVGO
$2.04T
– –
-500,980
Closed -$13.8M
BPMC
119
DELISTED
Blueprint Medicines
BPMC
– –
-10,439
Closed -$767K
CDNA icon
120
CareDx
CDNA
$2.42B
– –
-36,370
Closed -$822K
EOG icon
121
EOG Resources
EOG
$70.7B
– –
-152,650
Closed -$11.3M
EXAS
122
DELISTED
Exact Sciences
EXAS
– –
-253,780
Closed -$22.9M
INFY icon
123
Infosys
INFY
$50.7B
– –
-141,200
Closed -$1.6M
KTOS icon
124
Kratos Defense & Security Solutions
KTOS
$11.4B
– –
-137,945
Closed -$2.56M
NGVT icon
125
Ingevity
NGVT
$2.68B
– –
-27,022
Closed -$2.29M
2 3 4
5
6

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A
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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
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PEA
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SFM
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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 Q4 2019 Portfolio in Review

As of Q4 2019, Axiom Investors held 132 positions worth $4.3B, up 16% from $3.71B the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Axiom Investors's Q4 2019 filing shows 14 new, 51 increased, 46 reduced and 15 closed positions. Its largest new stake was Baidu: 568,327 shares worth $71.8M. The largest sale was Nebius Group N.V., an estimated $67.9M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 27% a quarter earlier, followed by Consumer Discretionary and Financials.

  • Axiom Investors's largest Q4 2019 buy was Baidu: 568,327 shares worth $71.8M.
  • Axiom Investors added most to Alibaba in Q4 2019, an estimated $51.4M increase.
  • Axiom Investors's biggest Q4 2019 reduction was Nebius Group N.V., cutting an estimated $67.9M.
  • Axiom Investors fully exited Exact Sciences in Q4 2019, selling an estimated $22.9M.
  • Axiom Investors's ten largest holdings make up 48% of its $4.3B portfolio in Q4 2019.
  • Axiom Investors opened 14 new positions and closed 15 in Q4 2019.
  • Axiom Investors's portfolio value rose 16% quarter-over-quarter to $4.3B.

Based on Axiom Investors's 13F filing for Q4 2019, filed 13 Feb 2020.