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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
+20.46%
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
$6.07B
AUM Growth
+$989M
(+19%)
Cap. Flow
+$300M
Cap. Flow
% of AUM
4.94%
Top 10 Holdings %
Top 10 Hldgs %
45.14%
Holding
143
New
22
Increased
43
Reduced
64
Closed
13
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$178M |
| 2 |
Mercado Libre
MELI
|
+$142M |
| 3 |
TSMC
TSM
|
+$142M |
| 4 |
ServiceNow
NOW
|
+$81.3M |
| 5 |
Sea Limited
SE
|
+$57.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
AstraZeneca
AZN
|
+$123M |
| 2 |
Baidu
BIDU
|
+$107M |
| 3 |
UnitedHealth
UNH
|
+$63.2M |
| 4 |
Cheniere Energy
LNG
|
+$42.1M |
| 5 |
Microsoft
MSFT
|
+$38.9M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32.83% |
| 2 | Consumer Discretionary | 15.92% |
| 3 | Healthcare | 15.49% |
| 4 | Financials | 11.25% |
| 5 | Consumer Staples | 8.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
AMN Healthcare
AMN
$1.42B
| $575K | 0.01% |
6,927
-29,103
| -81% | -$2.74M |
|
127
STMicroelectronics
STM
$48.5B
| $555K | 0.01% |
+10,373
| New | +$484K |
|
128
Vita Coco
COCO
$3.63B
| $550K | 0.01% |
+28,020
| New | +$439K |
|
129
Tyler Technologies
TYL
$13B
| $397K | 0.01% |
1,120
| – | – |
|
130
Chevron
CVX
$382B
| $307K | 0.01% |
1,880
-2,660
| -59% | -$446K |
|
131
ProFrac Holding
ACDC
$929M
| – | – |
-253,855
| Closed | -$6.4M |
|
132
Clearfield
CLFD
$391M
| – | – |
-47,977
| Closed | -$4.52M |
|
133
Generac Holdings
GNRC
$12.2B
| – | – |
-68,870
| Closed | -$6.93M |
|
134
JD.com
JD
$45.2B
| – | – |
-31,305
| Closed | -$1.76M |
|
135
Ollie's Bargain Outlet
OLLI
$4.8B
| – | – |
-17,285
| Closed | -$810K |
|
136
Omnicell
OMCL
$1.7B
| – | – |
-17,915
| Closed | -$903K |
|
137
Prestige Consumer Healthcare
PBH
$2.51B
| – | – |
-18,120
| Closed | -$1.13M |
|
138
Pinduoduo
PDD
$132B
| – | – |
-360,830
| Closed | -$29.4M |
|
139
Sociedad Química y Minera de Chile
SQM
$20.8B
| – | – |
-22,340
| Closed | -$1.78M |
|
140
Telus
TU
$15.1B
| – | – |
-1,502,560
| Closed | -$29M |
|
141
United Natural Foods
UNFI
$2.8B
| – | – |
-102,925
| Closed | -$3.98M |
|
|
VRNT
142
DELISTED
Verint Systems
VRNT
| – | – |
-46,010
| Closed | -$1.67M |
|
143
XP
XP
$8.37B
| – | – |
-1,327,650
| Closed | -$20.4M |
|
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Axiom Investors's Q1 2023 Portfolio in Review
As of Q1 2023, Axiom Investors held 143 positions worth $6.07B, up 19% from $5.08B the previous quarter. Its ten largest holdings account for 45% of the portfolio.
Axiom Investors deployed $300M of net new capital in Q1 2023, opening 22 new positions and adding to 43 existing holdings. Its largest new stake was Sea Limited: 835,670 shares worth $72.3M.
By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 27% a quarter earlier, followed by Consumer Discretionary and Healthcare.
On the sell side, the largest reduction was AstraZeneca, an estimated $123M trimmed.
- Axiom Investors's largest Q1 2023 buy was Sea Limited: 835,670 shares worth $72.3M.
- Axiom Investors added most to NVIDIA in Q1 2023, an estimated $178M increase.
- Axiom Investors's biggest Q1 2023 reduction was AstraZeneca, cutting an estimated $123M.
- Axiom Investors fully exited Pinduoduo in Q1 2023, selling an estimated $29.4M.
- Axiom Investors's ten largest holdings make up 45% of its $6.07B portfolio in Q1 2023.
- Axiom Investors opened 22 new positions and closed 13 in Q1 2023.
- Axiom Investors's portfolio value rose 19% quarter-over-quarter to $6.07B.
Based on Axiom Investors's 13F filing for Q1 2023, filed 12 May 2023.