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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
KSA icon
126
iShares MSCI Saudi Arabia ETF
KSA
$624M
$1.42M 0.01%
34,800
+4,000
+13% +$166K
RDY icon
127
Dr. Reddy's Laboratories
RDY
$10.1B
$1.37M 0.01%
86,600
-29,000
-25% -$436K
GERN icon
128
Geron
GERN
$949M
$1.09M 0.01%
308,438
-14,307
-4% -$57.1K
IVV icon
129
iShares Core S&P 500 ETF
IVV
$904B
$883K 0.01%
1,500
-647
-30% -$383K
SNDX icon
130
Syndax Pharmaceuticals
SNDX
$1.83B
$704K 0.01%
53,224
-62,418
-54% -$1.07M
HDB icon
131
HDFC Bank
HDB
$120B
$460K ﹤0.01%
+14,400
New +$461K
CPT icon
132
Camden Property Trust
CPT
$11B
$453K ﹤0.01%
3,901
+271
+7% +$32.5K
ROL icon
133
Rollins
ROL
$18B
$284K ﹤0.01%
6,120
– –
TYL icon
134
Tyler Technologies
TYL
$13.1B
$184K ﹤0.01%
319
-66
-17% -$39.9K
AMD icon
135
Advanced Micro Devices
AMD
$776B
– –
-360
Closed -$59.1K
AVAV icon
136
AeroVironment
AVAV
$9.53B
– –
-81,884
Closed -$16.4M
AZN icon
137
AstraZeneca
AZN
$251B
– –
-222,254
Closed -$34.6M
BLD
138
DELISTED
TopBuild
BLD
– –
-227,122
Closed -$92.4M
FMX icon
139
Fomento Económico Mexicano
FMX
$41.2B
– –
-311,170
Closed -$30.7M
IBP icon
140
Installed Building Products
IBP
$6.27B
– –
-51,200
Closed -$12.6M
ICLR icon
141
Icon
ICLR
$12.8B
– –
-196,879
Closed -$56.6M
LIN icon
142
Linde
LIN
$225B
– –
-86,097
Closed -$41.1M
MU icon
143
Micron Technology
MU
$991B
– –
-200,832
Closed -$20.8M
NICE icon
144
Nice
NICE
$5.98B
– –
-23,254
Closed -$4.04M
RGEN icon
145
Repligen
RGEN
$9.23B
– –
-24,215
Closed -$3.6M
TMDX icon
146
Transmedics
TMDX
$3.02B
– –
-99,478
Closed -$15.6M
ZETA icon
147
Zeta Global
ZETA
$6.86B
– –
-473,545
Closed -$14.1M
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.