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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
+19.91%
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
$6.34B
AUM Growth
+$181M
Cap. Flow
-$611M
Cap. Flow %
-9.63%
Top 10 Hldgs %
42.99%
Holding
141
New
29
Increased
38
Reduced
55
Closed
16

Top Buys

Rank Stock Value
1
INFY icon
Infosys
INFY
+$107M
2
ITUB icon
Itaú Unibanco
ITUB
+$96.9M
3
AMD icon
Advanced Micro Devices
AMD
+$59.9M
4
STM icon
STMicroelectronics
STM
+$43.7M
5
NIO icon
NIO
NIO
+$43.4M

Top Sells

Rank Stock Value
1
BABA icon
Alibaba
BABA
+$385M
2
JD icon
JD.com
JD
+$190M
3
TSM icon
TSMC
TSM
+$119M
4
MSFT icon
Microsoft
MSFT
+$82.1M
5
AZN icon
AstraZeneca
AZN
+$73M

Sector Composition

Rank Sector Weight
1 Technology 40.84%
2 Consumer Discretionary 26.2%
3 Financials 7.68%
4 Industrials 7.5%
5 Healthcare 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KNSL icon
101
Kinsale Capital Group
KNSL
$8.39B
$3.61M 0.06%
18,022
-14,207
-44% -$3.12M
VRT icon
102
Vertiv
VRT
$105B
$3.41M 0.05%
182,760
-192,936
-51% -$3.55M
LPSN icon
103
LivePerson
LPSN
$31.9M
$3.37M 0.05%
3,613
-5,853
-62% -$5.03M
ACHC icon
104
Acadia Healthcare
ACHC
$2.96B
$3.34M 0.05%
+66,385
New +$2.65M
WDFC icon
105
WD-40
WDFC
$3.13B
$3.25M 0.05%
12,246
-303
-2% -$73.4K
GDS icon
106
GDS Holdings
GDS
$6.27B
$3.09M 0.05%
32,988
-7,102
-18% -$631K
DKS icon
107
Dick's Sporting Goods
DKS
$18.9B
$3.06M 0.05%
+54,400
New +$3.1M
VIAV icon
108
Viavi Solutions
VIAV
$9.29B
$2.99M 0.05%
199,860
+19,231
+11% +$256K
AHCO icon
109
AdaptHealth
AHCO
$715M
$2.75M 0.04%
+73,315
New +$2.27M
VCYT icon
110
Veracyte
VCYT
$3.73B
$2.42M 0.04%
+49,480
New +$2.29M
CYRX icon
111
CryoPort
CYRX
$754M
$2.3M 0.04%
52,365
-98,080
-65% -$4.67M
STAA icon
112
STAAR Surgical
STAA
$1.25B
$2.08M 0.03%
26,195
-8,384
-24% -$614K
BKNG icon
113
Booking.com
BKNG
$158B
$2.07M 0.03%
+23,250
New +$1.79M
EDU icon
114
New Oriental
EDU
$9.15B
$2.06M 0.03%
11,100
-3,600
-24% -$606K
SILK
115
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
$1.93M 0.03%
+30,580
New +$1.9M
COLD icon
116
Americold
COLD
$4.16B
$1.69M 0.03%
45,170
-1,600
-3% -$57.5K
SPSC icon
117
SPS Commerce
SPSC
$2.69B
$1.54M 0.02%
+14,225
New +$1.33M
BIDU icon
118
Baidu
BIDU
$37B
$1.44M 0.02%
+6,635
New +$985K
ZM icon
119
Zoom
ZM
$31.3B
$685K 0.01%
2,032
-1,042
-34% -$465K
QTWO icon
120
Q2 Holdings
QTWO
$3.93B
$649K 0.01%
5,130
– –
TLMD
121
DELISTED
SOC Telemed, Inc. Class A Common Stock
TLMD
$542K 0.01%
69,145
-1,357
-2% -$12K
TYL icon
122
Tyler Technologies
TYL
$13.1B
$533K 0.01%
1,220
– –
PLMR icon
123
Palomar
PLMR
$3.41B
$478K 0.01%
5,375
-44,640
-89% -$3.76M
EVBG
124
DELISTED
Everbridge, Inc. Common Stock
EVBG
$464K 0.01%
3,110
-20,684
-87% -$2.64M
SCCO icon
125
Southern Copper
SCCO
$169B
$69K ﹤0.01%
+1,146
New +$59K
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 2020 Portfolio in Review

As of Q4 2020, Axiom Investors held 141 positions worth $6.34B, up 2.9% from $6.16B the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Axiom Investors withdrew a net $611M in Q4 2020, closing 16 positions and reducing 55 holdings. Its most notable exit was AstraZeneca, an estimated $73M position sold in full.

By sector, the portfolio is most concentrated in Technology at 41% of assets, up from 35% a quarter earlier, followed by Consumer Discretionary and Financials.

Against the trend, Axiom Investors opened a new position in Infosys worth $119M.

  • Axiom Investors's largest Q4 2020 buy was Infosys: 7,014,800 shares worth $119M.
  • Axiom Investors added most to Generac Holdings in Q4 2020, an estimated $42.4M increase.
  • Axiom Investors's biggest Q4 2020 reduction was Alibaba, cutting an estimated $385M.
  • Axiom Investors fully exited AstraZeneca in Q4 2020, selling an estimated $73M.
  • Axiom Investors's ten largest holdings make up 43% of its $6.34B portfolio in Q4 2020.
  • Axiom Investors opened 29 new positions and closed 16 in Q4 2020.
  • Axiom Investors's portfolio value rose 2.9% quarter-over-quarter to $6.34B.

Based on Axiom Investors's 13F filing for Q4 2020, filed 12 Feb 2021.