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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
SPSC icon
101
SPS Commerce
SPSC
$2.64B
$4.39M 0.04%
32,271
-2,001
-6% -$277K
HOOD icon
102
Robinhood
HOOD
$83.9B
$4.06M 0.03%
+43,380
New +$2.57M
CWAN
103
DELISTED
Clearwater Analytics
CWAN
$3.89M 0.03%
177,255
-306,470
-63% -$7.05M
LNTH icon
104
Lantheus
LNTH
$6.59B
$3.75M 0.03%
45,840
-43,107
-48% -$3.79M
ACVA icon
105
ACV Auctions
ACVA
$1.3B
$3.44M 0.03%
212,165
+26,875
+15% +$418K
SFM icon
106
Sprouts Farmers Market
SFM
$8.01B
$3.33M 0.03%
20,212
-56,361
-74% -$9.21M
RYTM icon
107
Rhythm Pharmaceuticals
RYTM
$7.96B
$3.31M 0.03%
+52,460
New +$3.21M
MOD icon
108
Modine Manufacturing
MOD
$10.4B
$3.19M 0.03%
32,400
-28,890
-47% -$2.58M
HEI icon
109
HEICO Corp
HEI
$51.4B
$3.1M 0.03%
+9,448
New +$2.61M
VERX icon
110
Vertex
VERX
$1.94B
$3.06M 0.03%
86,492
-102,148
-54% -$3.89M
GDYN icon
111
Grid Dynamics Holdings
GDYN
$615M
$3.05M 0.03%
263,719
+16,034
+6% +$211K
WHD icon
112
Cactus
WHD
$5.44B
$3.04M 0.02%
69,460
+2,775
+4% +$116K
CCEP icon
113
Coca-Cola Europacific Partners
CCEP
$47.9B
$3.01M 0.02%
32,477
-133,998
-80% -$12M
MNDY icon
114
monday.com
MNDY
$3.94B
$2.91M 0.02%
+9,239
New +$2.57M
IONQ icon
115
IonQ
IONQ
$16.6B
$2.9M 0.02%
+67,470
New +$2.26M
PTGX icon
116
Protagonist Therapeutics
PTGX
$9.44B
$2.83M 0.02%
51,233
+11,264
+28% +$541K
AXSM icon
117
Axsome Therapeutics
AXSM
$10.9B
$2.83M 0.02%
27,106
+799
+3% +$84.6K
RACE icon
118
Ferrari
RACE
$72.5B
$2.29M 0.02%
4,675
-7,050
-60% -$3.28M
INOD icon
119
Innodata
INOD
$2.04B
$2.24M 0.02%
43,814
+1,143
+3% +$45.1K
VEEV icon
120
Veeva Systems
VEEV
$37.4B
$2.15M 0.02%
+7,474
New +$1.85M
COIN icon
121
Coinbase
COIN
$40.5B
$2.02M 0.02%
+5,765
New +$1.35M
NOVT icon
122
Novanta
NOVT
$6.29B
$1.87M 0.02%
14,532
-23,454
-62% -$2.85M
CDRE icon
123
Cadre Holdings
CDRE
$1.41B
$1.77M 0.01%
55,727
-36,596
-40% -$1.18M
SUPN icon
124
Supernus Pharmaceuticals
SUPN
$2.77B
$1.77M 0.01%
56,115
+1,740
+3% +$55.8K
VXUS icon
125
Vanguard Total International Stock ETF
VXUS
$163B
$1.64M 0.01%
23,800
-8,200
-26% -$532K
3 4
5
6 7

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.