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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
+9.69%
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
$13.6B
AUM Growth
+$2.18B
Cap. Flow
+$1.46B
Cap. Flow %
10.72%
Top 10 Hldgs %
57.55%
Holding
147
New
20
Increased
66
Reduced
47
Closed
13

Top Buys

Rank Stock Value
1
BSX icon
Boston Scientific
BSX
+$223M
2
JPM icon
JPMorgan Chase
JPM
+$217M
3
MS icon
Morgan Stanley
MS
+$192M
4
META icon
Meta Platforms (Facebook)
META
+$186M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$173M

Top Sells

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$298M
2
LLY icon
Eli Lilly
LLY
+$229M
3
BAH icon
Booz Allen Hamilton
BAH
+$206M
4
BLD
TopBuild
BLD
+$92.4M
5
CDNS icon
Cadence Design Systems
CDNS
+$87.6M

Sector Composition

Rank Sector Weight
1 Technology 34.21%
2 Communication Services 20.19%
3 Financials 15.39%
4 Consumer Discretionary 13.54%
5 Industrials 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVMI
101
Nova
NVMI
$12.5B
$7.52M 0.06%
38,185
-26,968
-41% -$5.18M
PRCT icon
102
Procept Biorobotics
PRCT
$1.17B
$7.33M 0.05%
+91,001
New +$7.77M
EWT icon
103
iShares MSCI Taiwan ETF
EWT
$11.1B
$6.8M 0.05%
+131,400
New +$7.13M
ACVA icon
104
ACV Auctions
ACVA
$1.3B
$6.77M 0.05%
313,285
+39,315
+14% +$795K
SFM icon
105
Sprouts Farmers Market
SFM
$8.01B
$6.45M 0.05%
50,739
-133,552
-72% -$17.8M
AZEK
106
DELISTED
The AZEK Co
AZEK
$6.42M 0.05%
135,215
-54,190
-29% -$2.59M
FCN icon
107
FTI Consulting
FCN
$4.18B
$6.16M 0.05%
32,214
-32,579
-50% -$6.72M
INSM icon
108
Insmed
INSM
$28.6B
$5.79M 0.04%
83,874
-3,340
-4% -$241K
KNSL icon
109
Kinsale Capital Group
KNSL
$8.51B
$5.78M 0.04%
12,416
-7,614
-38% -$3.61M
TJX icon
110
TJX Companies
TJX
$178B
$5.17M 0.04%
42,788
+1,343
+3% +$160K
ITCI
111
DELISTED
Intra-Cellular Therapies Inc.
ITCI
$5.02M 0.04%
60,101
-2,599
-4% -$214K
OPCH icon
112
Option Care Health
OPCH
$3.56B
$3.97M 0.03%
171,198
+26,903
+19% +$680K
CAMT icon
113
Camtek
CAMT
$7.25B
$3.88M 0.03%
47,989
-161,128
-77% -$12.7M
BPMC
114
DELISTED
Blueprint Medicines
BPMC
$3.83M 0.03%
43,904
-1,920
-4% -$176K
VXUS icon
115
Vanguard Total International Stock ETF
VXUS
$163B
$3.74M 0.03%
63,400
-29,200
-32% -$1.81M
CDRE icon
116
Cadre Holdings
CDRE
$1.41B
$3.71M 0.03%
114,719
-5,464
-5% -$194K
UTHR icon
117
United Therapeutics
UTHR
$23.1B
$3.54M 0.03%
10,040
+853
+9% +$314K
DFH icon
118
Dream Finders Homes
DFH
$1.36B
$2.86M 0.02%
122,787
-62,908
-34% -$1.92M
MRVL icon
119
Marvell Technology
MRVL
$196B
$2.66M 0.02%
+24,050
New +$2.23M
SUPN icon
120
Supernus Pharmaceuticals
SUPN
$2.77B
$2.53M 0.02%
69,896
+19,561
+39% +$689K
DDOG icon
121
Datadog
DDOG
$84B
$2.32M 0.02%
+16,239
New +$2.23M
EVR icon
122
Evercore
EVR
$11.8B
$2.22M 0.02%
+8,009
New +$2.27M
CBRE icon
123
CBRE Group
CBRE
$42.9B
$1.86M 0.01%
+14,150
New +$1.85M
VNM icon
124
VanEck Vietnam ETF
VNM
$504M
$1.73M 0.01%
150,700
+20,000
+15% +$239K
INFY icon
125
Infosys
INFY
$50.7B
$1.6M 0.01%
73,200
+1,400
+2% +$31.3K
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 2024 Portfolio in Review

As of Q4 2024, Axiom Investors held 147 positions worth $13.6B, up 19% from $11.4B the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Axiom Investors deployed $1.46B of net new capital in Q4 2024, opening 20 new positions and adding to 66 existing holdings. Its largest new stake was JPMorgan Chase: 930,284 shares worth $223M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, down from 36% a quarter earlier, followed by Communication Services and Financials.

On the sell side, the largest reduction was Mercado Libre, an estimated $298M trimmed.

  • Axiom Investors's largest Q4 2024 buy was JPMorgan Chase: 930,284 shares worth $223M.
  • Axiom Investors added most to Boston Scientific in Q4 2024, an estimated $223M increase.
  • Axiom Investors's biggest Q4 2024 reduction was Mercado Libre, cutting an estimated $298M.
  • Axiom Investors fully exited TopBuild in Q4 2024, selling an estimated $92.4M.
  • Axiom Investors's ten largest holdings make up 58% of its $13.6B portfolio in Q4 2024.
  • Axiom Investors opened 20 new positions and closed 13 in Q4 2024.
  • Axiom Investors's portfolio value rose 19% quarter-over-quarter to $13.6B.

Based on Axiom Investors's 13F filing for Q4 2024, filed 12 Feb 2025.