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Axiom Investors Portfolio holdings

AUM $11.6B
1-Year Est. Return 69.67%
This Fund
S&P 500
This Quarter Est. Return
+0.85%
1 Year Est. Return
+69.67%
3 Year Est. Return
+301.9%
5 Year Est. Return
+418.17%
10 Year Est. Return
+2,644.26%
AUM
$10.4B
AUM Growth
-$3.15B
Cap. Flow
-$2.69B
Cap. Flow %
-25.85%
Top 10 Hldgs %
45.77%
Holding
161
New
27
Increased
23
Reduced
85
Closed
25

Top Buys

Rank Stock Value
1
SPOT icon
Spotify
SPOT
+$275M
2
BABA icon
Alibaba
BABA
+$241M
3
JPM icon
JPMorgan Chase
JPM
+$201M
4
MS icon
Morgan Stanley
MS
+$200M
5
PGR icon
Progressive
PGR
+$180M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$995M
2
MSFT icon
Microsoft
MSFT
+$506M
3
AMZN icon
Amazon
AMZN
+$402M
4
META icon
Meta Platforms (Facebook)
META
+$391M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$388M

Sector Composition

Rank Sector Weight
1 Financials 24.97%
2 Communication Services 19.79%
3 Technology 18.36%
4 Consumer Discretionary 14.52%
5 Healthcare 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INOD icon
126
Innodata
INOD
$1.92B
$1.53M 0.01%
+42,671
New +$1.87M
IVV icon
127
iShares Core S&P 500 ETF
IVV
$894B
$1.46M 0.01%
2,600
+1,100
+73% +$650K
MNST icon
128
Monster Beverage
MNST
$93.7B
$1.08M 0.01%
+36,968
New +$963K
EWT icon
129
iShares MSCI Taiwan ETF
EWT
$11.5B
$755K 0.01%
15,900
-115,500
-88% -$5.94M
CPT icon
130
Camden Property Trust
CPT
$12.5B
$718K 0.01%
5,870
+1,969
+50% +$232K
SNDX icon
131
Syndax Pharmaceuticals
SNDX
$1.79B
$641K 0.01%
52,204
-1,020
-2% -$14.4K
FTNT icon
132
Fortinet
FTNT
$116B
$578K 0.01%
+6,004
New +$609K
UTHR icon
133
United Therapeutics
UTHR
$22.2B
$500K ﹤0.01%
1,621
-8,419
-84% -$2.89M
ROL icon
134
Rollins
ROL
$17.7B
$480K ﹤0.01%
8,880
+2,760
+45% +$139K
FWONK icon
135
Liberty Media Series C
FWONK
$25.9B
$374K ﹤0.01%
+4,160
New +$386K
TYL icon
136
Tyler Technologies
TYL
$14.4B
$185K ﹤0.01%
319
– –
ADBE icon
137
Adobe
ADBE
$109B
– –
-84,813
Closed -$37.7M
BAH icon
138
Booz Allen Hamilton
BAH
$8.93B
– –
-157,440
Closed -$20.3M
CAMT icon
139
Camtek
CAMT
$6.69B
– –
-47,989
Closed -$3.88M
CBRE icon
140
CBRE Group
CBRE
$43.5B
– –
-14,150
Closed -$1.86M
CDNS icon
141
Cadence Design Systems
CDNS
$92.2B
– –
-190,089
Closed -$57.1M
DDOG icon
142
Datadog
DDOG
$81.8B
– –
-16,239
Closed -$2.32M
DFH icon
143
Dream Finders Homes
DFH
$1.33B
– –
-122,787
Closed -$2.86M
EVR icon
144
Evercore
EVR
$11.2B
– –
-8,009
Closed -$2.22M
FCN icon
145
FTI Consulting
FCN
$4.19B
– –
-32,214
Closed -$6.16M
FLIN icon
146
Franklin FTSE India ETF
FLIN
$2.67B
– –
-257,300
Closed -$9.75M
FTAI icon
147
FTAI Aviation
FTAI
$20.7B
– –
-80,119
Closed -$11.5M
GERN icon
148
Geron
GERN
$983M
– –
-308,438
Closed -$1.09M
GLOB icon
149
Globant
GLOB
$1.67B
– –
-133,176
Closed -$28.6M
INFY icon
150
Infosys
INFY
$47.3B
– –
-73,200
Closed -$1.6M
3 4 5
6
7

Similar funds

AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
BMSSC
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.6B AUM 34.29% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Axiom Investors's Q1 2025 Portfolio in Review

As of Q1 2025, Axiom Investors held 161 positions worth $10.4B, down 23% from $13.6B the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Axiom Investors withdrew a net $2.69B in Q1 2025, closing 25 positions and reducing 85 holdings. Its most notable exit was Zoetis, an estimated $80M position sold in full.

By sector, the portfolio is most concentrated in Financials at 25% of assets, up from 15% a quarter earlier, followed by Communication Services and Technology.

Against the trend, Axiom Investors opened a new position in Alibaba worth $277M.

  • Axiom Investors's largest Q1 2025 buy was Alibaba: 2,094,150 shares worth $277M.
  • Axiom Investors added most to Spotify in Q1 2025, an estimated $275M increase.
  • Axiom Investors's biggest Q1 2025 reduction was NVIDIA, cutting an estimated $995M.
  • Axiom Investors fully exited Zoetis in Q1 2025, selling an estimated $80M.
  • Axiom Investors's ten largest holdings make up 46% of its $10.4B portfolio in Q1 2025.
  • Axiom Investors opened 27 new positions and closed 25 in Q1 2025.
  • Axiom Investors's portfolio value fell 23% quarter-over-quarter to $10.4B.

Based on Axiom Investors's 13F filing for Q1 2025, filed 14 May 2025.