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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
+17.67%
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
$10.2B
AUM Growth
+$3.24B
Cap. Flow
+$1.96B
Cap. Flow %
19.19%
Top 10 Hldgs %
50.24%
Holding
152
New
20
Increased
94
Reduced
18
Closed
18

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$315M
2
PANW icon
Palo Alto Networks
PANW
+$200M
3
AMZN icon
Amazon
AMZN
+$143M
4
MDB icon
MongoDB
MDB
+$143M
5
NVDA icon
NVIDIA
NVDA
+$98.4M

Top Sells

Rank Stock Value
1
MSCI icon
MSCI
MSCI
+$86.4M
2
YUMC icon
Yum China
YUMC
+$78.4M
3
BIDU icon
Baidu
BIDU
+$67.1M
4
CPRT icon
Copart
CPRT
+$53M
5
TCOM icon
Trip.com Group
TCOM
+$52.9M

Sector Composition

Rank Sector Weight
1 Technology 44.92%
2 Consumer Discretionary 14.2%
3 Healthcare 10.39%
4 Financials 9.24%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMDX icon
101
Transmedics
TMDX
$3.03B
$6.61M 0.06%
83,750
+38,029
+83% +$2.29M
CAMT icon
102
Camtek
CAMT
$7.37B
$6.27M 0.06%
90,310
+67,067
+289% +$4.08M
MYRG icon
103
MYR Group
MYRG
$5.18B
$6.11M 0.06%
42,263
+25,186
+147% +$3.24M
INSP icon
104
Inspire Medical Systems
INSP
$1.74B
$5.53M 0.05%
27,201
+8,429
+45% +$1.37M
ACVA icon
105
ACV Auctions
ACVA
$1.26B
$5.52M 0.05%
364,280
+230,580
+172% +$3.38M
ACHC icon
106
Acadia Healthcare
ACHC
$2.96B
$5.32M 0.05%
68,380
+53,150
+349% +$3.93M
QLYS icon
107
Qualys
QLYS
$6.48B
$5.2M 0.05%
+26,516
New +$4.64M
WHD icon
108
Cactus
WHD
$5.68B
$5.06M 0.05%
111,475
+71,850
+181% +$3.27M
AGYS icon
109
Agilysys
AGYS
$3.07B
$4.92M 0.05%
58,040
+46,915
+422% +$3.81M
IXUS icon
110
iShares Core MSCI Total International Stock ETF
IXUS
$60.2B
$4.74M 0.05%
73,000
-62,900
-46% -$3.85M
EVH icon
111
Evolent Health
EVH
$457M
$4.71M 0.05%
142,545
+97,785
+218% +$2.77M
THS
112
DELISTED
Treehouse Foods
THS
$4.5M 0.04%
108,555
+18,220
+20% +$747K
ZETA icon
113
Zeta Global
ZETA
$6.89B
$3.53M 0.03%
399,675
+229,270
+135% +$1.92M
COCO icon
114
Vita Coco
COCO
$3.61B
$3.2M 0.03%
124,950
+44,690
+56% +$1.21M
HDB icon
115
HDFC Bank
HDB
$120B
$3.18M 0.03%
94,900
-164,440
-63% -$4.96M
SWAV
116
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
$3.14M 0.03%
16,493
+9,403
+133% +$1.78M
FLYW icon
117
Flywire
FLYW
$2.14B
$2.92M 0.03%
126,020
+39,590
+46% +$998K
SPT icon
118
Sprout Social
SPT
$614M
$2.84M 0.03%
46,158
+10,793
+31% +$569K
BPMC
119
DELISTED
Blueprint Medicines
BPMC
$2.21M 0.02%
+23,982
New +$1.55M
UTHR icon
120
United Therapeutics
UTHR
$22.7B
$1.9M 0.02%
8,635
+4,210
+95% +$970K
SNDX icon
121
Syndax Pharmaceuticals
SNDX
$1.81B
$1.86M 0.02%
86,175
+75,355
+696% +$1.16M
INSM icon
122
Insmed
INSM
$29.2B
$1.86M 0.02%
+60,027
New +$1.56M
APLS
123
DELISTED
Apellis Pharmaceuticals
APLS
$1.85M 0.02%
30,881
+23,850
+339% +$1.21M
ACLS icon
124
Axcelis
ACLS
$4.09B
$1.78M 0.02%
13,721
-3,663
-21% -$505K
EVLV icon
125
Evolv Technologies
EVLV
$1.06B
$1.72M 0.02%
365,155
+175,000
+92% +$748K
3 4
5
6 7

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 2023 Portfolio in Review

As of Q4 2023, Axiom Investors held 152 positions worth $10.2B, up 47% from $6.95B the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Axiom Investors deployed $1.96B of net new capital in Q4 2023, opening 20 new positions and adding to 94 existing holdings. Its largest new stake was MongoDB: 376,641 shares worth $154M.

By sector, the portfolio is most concentrated in Technology at 45% of assets, up from 41% a quarter earlier, followed by Consumer Discretionary and Healthcare.

On the sell side, the largest reduction was MSCI, an estimated $86.4M trimmed.

  • Axiom Investors's largest Q4 2023 buy was MongoDB: 376,641 shares worth $154M.
  • Axiom Investors added most to Meta Platforms (Facebook) in Q4 2023, an estimated $315M increase.
  • Axiom Investors's biggest Q4 2023 reduction was MSCI, cutting an estimated $86.4M.
  • Axiom Investors fully exited Yum China in Q4 2023, selling an estimated $78.4M.
  • Axiom Investors's ten largest holdings make up 50% of its $10.2B portfolio in Q4 2023.
  • Axiom Investors opened 20 new positions and closed 18 in Q4 2023.
  • Axiom Investors's portfolio value rose 47% quarter-over-quarter to $10.2B.

Based on Axiom Investors's 13F filing for Q4 2023, filed 12 Feb 2024.